United States Client Services Job Listings

Member Services Representative II63846065337475120

Workable

Member Services Representative II

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we always strive to provide the best service and products to our members because we love what we do. We work together to build a culture that promotes a positive employee experience. We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs. We invite you to learn more about this position and what Advancial has to offer by completing our online application. This position is located in our Woodlands Branch. Serves as liaison between member and the Credit Union. Provides account information, opens new accounts, handles member's daily credit union needs. Performs routine transactions, including deposits, withdrawals, cash advances, loan payments, transfer and check cashing. Interviews loan applicants and processes applications. Gathers background information and analyzes credit history. ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Other duties may be assigned. Cross-sells a wide array of credit union products including loan products, deposit products, and electronic services such as CUAnywhere and online banking. Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. Cashes checks and pays out money after verification of signatures and member balances. Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures. Receives and applies payments to Advancial loans, credit card payments and cash advances. Enters customers’ transactions into computer to record transactions and issues computer generated receipts. Maintains thorough knowledge of loan products for effective cross-selling. Actively assists in loan process such as pulling credit reports, and ensures loan agreements are complete and accurate according to policy. This includes data entry of member information into Credit Union system as required. Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products. Balances currency, coin and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Processes loans and responds to loan questions. Opens new accounts including; checking, certificates, money markets and IRA accounts. Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts. Processes check orders for members. Responsible for correcting all new account exceptions or transactional errors under Teller Number. Provides account information and handle member's daily credit union needs. Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc. This includes researching and resolving member concerns. Processes and balances bond redemptions when necessary. Prepares daily checks received for deposit. This includes balancing, scanning checks, posting general ledgers. Makes copies and files correspondence and other records on a daily basis. Performs miscellaneous duties such as assisting in monitoring supplies and end of day and end of month audit procedures. Opens and closes the branch as needed. The range for this position is $18.40- $23.00/hr. and is based on experience. Requirements EDUCATION and/or EXPERIENCE High School diploma or equivalent; with one year related experience and/or training; or equivalent combination of education and experience. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process. Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

The Woodlands, TX, USA

$18/hour

Commercial Loan Assistant - To 65K - Lombard, IL - Job 349463843462430211121

Workable

Commercial Loan Assistant - To 65K - Lombard, IL - Job 3494

Commercial Loan Assistant – To $65K – Lombard, IL – Job # 3494 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Loan Assistant role located in the Lombard, IL area. The position is responsible for the preparation, accuracy, and completeness of commercial loan packages, using the Bank’s documentation system and procedures. The candidate will be processing and preparing commercial loan products, as assigned. The opportunity has a generous salary of up to $65K and a full benefits package. (This is not a remote position.) Commercial Loan Assistant responsibilities include: Processing commercial loan requests for both new and renewal loans using prescribed procedures and software. Making an initial review of the loan approval (Profile), using information available on the loan processing software system and credit file, obtaining required information for underwriting, and preparing loan closing documents. Preparing all necessary loan documents including Promissory Note, Business Loan Agreement, Construction Loan Agreement, Disbursement Request and Authorization, Resolutions, and Loan Checklist using information from the loan application, profile, and title policy. Confirming loan approval authority as defined by bank policy; review and obtain an understanding of the loan transaction from the Loan Profile. Determining that initial underwriting documentation is present according to the approval document. Reviewing credit files and determining additional documentation needs to support underwriting requirements, such as entity papers, credit reports, purchase contracts, lien searches, title work, appraisal or evaluation, environmental questionnaire, survey, life insurance, and property liability insurance. Ordering supporting documentation from approved vendors and working with loan officers or customers as needed. Renewal loan processing includes entering the loan into loan software and working with the servicing loan officer to move the approved credit to close. Communicating results of documentation review and any processing issues to the loan officer on a timely basis. Balancing transactions and preparing all general ledger tickets and cashier’s checks for disbursement. Preparing wire forms, wire tickets, and authorizing wires for loan proceeds. Processing loan file post-closing, including preparation and delivery of instruction letter and the closing packet to the title company if needed. Assisting with additional loan operation roles, as requested or necessary. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High School Diploma or equivalent required; two (2) year degree or higher preferred. Two or more years of experience in commercial loan document preparation and/or document processing. Understanding of the required documentation for commercial term loans and lines of credit and the associated collateral documentation. Ability to prioritize work on complex loan transactions to meet scheduled loan closing dates. Knowledge of compliance requirements for commercial borrowers. Knowledge of related state and federal lending and compliance laws and regulations, and other Bank lending policies. Highly accurate data entry skills and a strong level of skill working with a variety of PC and internet applications, including LaserPro, Excel, Word, and PowerPoint, and the ability to navigate key industry-specific Internet sites. Strong multi-tasking, time management, thoroughness, and accuracy skills required. Solid communication and organizational skills with a focus on teamwork and cooperation. A high level of confidentiality is required. Ability to work under deadlines with frequent interruption. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Lombard, IL, USA

$65,000/year

Manager, Client Success63392054280195122

Workable

Manager, Client Success

Join SmartFinancial: Empowering Insurance Agents with Cutting-Edge Technology Welcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies. We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners. We’re seeking a Client Success Manager (CSM) to lead and grow a high-performing team of Account Managers, drive measurable results, and deliver exceptional client experiences. As part of our Client Success leadership team, you’ll report to the Director of Client Success and play a critical role in shaping our team's success, culture, and future. What You’ll Do Drive Measurable Results Achieve 100% weekly revenue retention goal across team (minimum 90%) Ensure 100% of weekly CAR Coverage and Account Manager Join Goals Maintain a team average talk time of at least 12 hours/week Lead an Account Management team to exceed performance midlines and revenue KPIs Build & Lead a High-Performing Team Recruit, coach, and manage up to 10 Account Managers Conduct weekly 1:1s and quarterly/annual performance reviews Empower Account Manager to meet winback and growth targets Foster a culture of accountability, ownership, and high performance Provide Best-In-Class Client Experience Nurture and expand relationships with key accounts Join Account Manager on client calls to strategize and deepen engagement Handle Level 1 escalations and identify process improvement opportunities Actively participate in OKR sessions to drive impact at all levels What We’re Looking For 3+ years of sales and account management experience 5+ years of leadership experience managing sales or CS teams Proven track record of hitting and exceeding KPIs Experience in insurance or marketplace environments preferred Strong interpersonal, communication, and coaching skills Must be available to work on-site in our Columbus office Why You’ll Love It Here Columbus, OH | In-Office Full-Time | OTE: $120,000 ($90k base + $30k variable) Comprehensive Benefits: High-quality health insurance and a 401k plan with company match. Training and Development: Extensive paid product training and world-class inside sales training. Career Growth: Advancement opportunities with a focus on promoting from within. At SmartFinancial, we believe in working hard and playing hard. You'll be part of a supportive, dedicated team in a fast-paced and energetic environment. Our user-friendly sales CRM and commitment to employee development ensure you have the tools and training needed to succeed. We’d especially like to highlight our World Class Culture, which our employees say is the best thing about working at SmartFinancial. We have great SLACK channels for work and play, which keep you connected with your fellow employees throughout the day. Not to mention our top notch company events (like our Summer Beach Party with open bar, chili cook-off, annual holiday yacht party, fun office potlucks and more) that will keep you asking when the next event is. We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses? Just. You. Wait. Join SmartFinancial and become a key player in driving growth for insurance agencies. Apply now, and let’s achieve success together! SmartFinancial is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive environment. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. To learn more about our results-focused culture and employee-focused perks, read more on our careers page.

Columbus, OH, USA

$120,000/year

Member Success Specialist63393535090177123

Workable

Member Success Specialist

Description The Member Success Specialist serves as the primary liaison between our company and agency members, delivering exceptional service and support to ensure a positive member experience. This role handles inbound and outbound calls, emails, and live chats while providing accurate, timely information using appropriate tools and resources. The position also contributes to achieving personal and team revenue goals and meeting service request quotas. Key Responsibilities (Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.) Respond to member inquiries via phone (inbound and outbound), video calls, email, and live chat. Determine efficient, effective solutions to meet member needs. Provide onboarding and introductory information to new members. Promote understanding and engagement with company programs. Inform members about additional products and services to help grow their business. Identify and escalate complex issues to the appropriate teams. Troubleshoot common product or service issues. Collaborate with internal teams to deliver timely resolutions. Maintain accurate records and document all interactions and solutions in the system. Provide clear explanations and coach members on next steps or corrective actions. Meet or exceed individual and team revenue and service performance targets. Physical demands Prolonged periods of sitting and computer work. Ability to occasionally lift up to 15 pounds. Travel required N/A Preferred Qualifications Experience in the travel industry. Proficiency in Microsoft Office Suite. Additional Information This job description is intended to outline the primary duties and responsibilities of this role but is not exhaustive. Responsibilities may change at any time, with or without notice. Working at WorldVia At WorldVia, we’re looking for structured thinkers full of passion, ambition, and kindness. We’d love for you to apply even if your experience doesn't precisely match the job description. Your experience, skills, and interests will help you stand out—especially if your career has taken extraordinary twists and turns. We welcome people of diverse backgrounds and perspectives who aren’t afraid to challenge assumptions and the status quo. Join us. Our Team Members: Are fundamental optimists who believe that no industry compares to the travel industry. Go to extraordinary lengths to distinguish ourselves through world-class work. Prioritize quality over speed and speed over scope. Desire to work with deeply kind, mission-driven people. Strive to make the complex simple. Use first principles to debate ideas, test assumptions, and make decisions. Seek the truth by putting data above opinions. Assume good intent and give tactical feedback to help each other get better. Hold no ego—when our customers win, we all win. We are committed to your professional development and growth as a company. You will set your own monthly goals aligned with our ambitious strategy. You will have our collective support in achieving significant wins—and personal coaching from your manager. You will be encouraged to take risks, try new things, and be creative with your work. You will have many opportunities to exchange and engage in feedback. You will be offered continual chances to stretch yourself and raise your own "bar." You will be rewarded for achieving excellence and mastery Requirements The ability to commute to Roswell, GA five days a week. The availability to work between the hours of 8AM to 9PM ET and on weekends. Benefits What We Offer Competitive salary and performance-based bonuses Employer-Sponsored Medical and Dental Insurance with Employee Contribution Fully-Funded Life Insurance (1x salary) & LTD (Long-Term Disability Insurance) Optional Employee-Paid Vision Insurance and STD (Short-Term Disability Insurance) 401k with up to 4% Company Match Paid Time Off + Company Holidays Additional Time Off for Your Birthday and Work Anniversary Discount Travel Program Opportunities for professional development and career growth Travel industry perks and discounts Collaborative and innovative work environment At WorldVia Travel Network, we are committed to fostering a diverse and inclusive workplace. We encourage applications from candidates of all backgrounds and experiences. Join us in shaping the future of travel and helping our network of agents achieve their business goals!

Roswell, GA, USA

Negotiable Salary

Client Service Associate - Symphony Wealth Group63393481434115124

Workable

Client Service Associate - Symphony Wealth Group

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office. Essential Duties and Responsibilities • Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office. • Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation. • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available. • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards. • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance • Maintain CRM database; define and ensure adherence to appropriate client service models. • Manage multiple and competing priorities daily in pursuit of business objectives. • Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages. • Other duties as assigned. • This is a Full Time position in the office Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities • Basic computer skills (Outlook, Word, Excel. Adobe) • Strong administrative and time management skills with superior attention to detail. • Able to work independently and effectively manage multiple tasks at once. • Excellent communication skills, both verbally and in writing. • CRM knowledge a plus. Education and/or Experience • The ideal candidate will have 2+ years of experience in administrative support in a professional environment. • High School Diploma or Associate's degree required • Previous experience in financial services a plus

Plano, TX, USA

Negotiable Salary

Member Support Specialist63499812060289125

Workable

Member Support Specialist

We are seeking a dedicated Member Support Specialist to join our studio team. This role is key in ensuring a positive and seamless experience for all members. The Member Support Specialist will assist the studio team with membership conversations, first time class-takers, lead engagement, and general studio duties assigned by the Studio Manager(s) and the Director of Operations. As the first and last point of contact for members, the Member Support Specialist plays a vital role in creating a welcoming and positive environment for everyone who walks through our doors. The Member Support Specialist will: Casual role, which requires early mornings, evenings and weekend work Visually inspect the equipment prior to the beginning of class to ensure equipment is in good working order and safe to use Responsible for studio tidiness and returning equipment to standards set by studio management Participate in networking/community events as needed and studio promotions to generate new business Stay up to date with, and implement FS8 brand and athletics standards at all times Working front desk + establishing relationships with current and future members Making sales phone calls (# dictated by manager for each shift) + following up member inquiries during each shift Attention to detail during shift for member experience Stocking laundry, studio supplies, and rolling towels in preparation for classes Willingness to evolve with new developments in the fitness industry Professional attire + presence in studio Representing the elements of the brand Minimum of 20 hours/ week, + 40 calls/ shift Any other duties as assigned Requirements Valid CPR and First Aid Certificate Excellent customer service skills Professional and effective communication skills In-depth understanding of the benefits of Pilates, Tone and Yoga. Passion for learning and attending continued education training Punctual and Reliable

Austin, TX, USA

Negotiable Salary

Commercial Loan Processor - To 70K - Chicago, IL - Job # 267263499809612035126

Workable

Commercial Loan Processor - To 70K - Chicago, IL - Job # 2672

The Position Our bank client is seeking to fill a Commercial Loan Processor role located in the Chicago, IL area. The position is responsible for the preparation, accuracy, and completeness of commercial loan packages, using the Bank’s documentation system and procedures. The candidate will be processing and preparing commercial loan products, as assigned. The opportunity has a generous salary of up to $70K and a full benefits package. (This is not a remote position.) Commercial Loan Processor responsibilities include: Processing commercial loan requests for both new and renewal loans using prescribed procedures and software. Making an initial review of the loan approval (Profile), using information available on the loan processing software system and credit file, obtaining required information for underwriting, and preparing loan closing documents. Preparing all necessary loan documents including Promissory Note, Business Loan Agreement, Construction Loan Agreement, Disbursement Request and Authorization, Resolutions, and Loan Checklist using information from the loan application, profile, and title policy. Confirming loan approval authority as defined by bank policy; review and obtain an understanding of the loan transaction from the Loan Profile. Determining that initial underwriting documentation is present according to the approval document. Reviewing credit files and determining additional documentation needs to support underwriting requirements, such as entity papers, credit reports, purchase contracts, lien searches, title work, appraisal or evaluation, environmental questionnaire, survey, life insurance, and property liability insurance. Ordering supporting documentation from approved vendors and working with loan officers or customers as needed. Renewal loan processing includes entering the loan into loan software and working with the servicing loan officer to move the approved credit to close. Communicating results of documentation review and any processing issues to the loan officer on a timely basis. Balancing transactions and preparing all general ledger tickets and cashier’s checks for disbursement. Preparing wire forms, wire tickets, and authorizing wires for loan proceeds. Processing loan file post-closing, including preparation and delivery of instruction letter and the closing packet to the title company if needed. Assisting with additional loan operation roles, as requested or necessary. Requirements Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High School Diploma or equivalent required; two (2) year degree or higher preferred. Two or more years of experience in commercial loan document preparation and/or document processing. Understanding of the required documentation for commercial term loans and lines of credit and the associated collateral documentation. Ability to prioritize work on complex loan transactions to meet scheduled loan closing dates. Knowledge of compliance requirements for commercial borrowers. Knowledge of related state and federal lending and compliance laws and regulations, and other Bank lending policies. Highly accurate data entry skills and a strong level of skill working with a variety of PC and internet applications, including LaserPro, Excel, Word, and PowerPoint, and the ability to navigate key industry-specific Internet sites. Strong multi-tasking, time management, thoroughness, and accuracy skills required. Solid communication and organizational skills with a focus on teamwork and cooperation. A high level of confidentiality is required. Ability to work under deadlines with frequent interruption. Benefits The opportunity has a generous salary of up to $70K and a full benefits package. (This is not a remote position.)

Chicago, IL, USA

$70,000/year

Manager, Customer Success63499969900417127

Workable

Manager, Customer Success

Helpshift bridges the disconnect between conventional customer service channels — such as email and phone support — and a growing consumer base that does more on mobile phones with a strong preference for messaging as the primary mode of communication. Through Helpshift’s AI-powered customer service platform, companies can resolve issues more efficiently, boosting customer satisfaction in the process. Companies such as Activision, Brex, Coupons.com, Electronic Arts, Supercell, Tencent, Zynga and hundreds of other leading brands use the Helpshift platform to provide messaging-first customer support. Helpshift is installed on over two billion devices worldwide and serves more than 820 million active consumers monthly. We are looking for a Customer Success Manager to work with our West coast based customers. In this role, you will be working with customers in the US, among other places. You’ll have the opportunity to work with today’s leading B2C brands, as they begin their journey to provide the customer support experience that their customers want and need. We are looking for self-starters, with a bias toward action that can clearly articulate their data-centric points of view and effect experiential change, to join us in revolutionizing customer relations. If you are excited to learn more about cutting edge technology including mobile-first asynchronous messaging, Bots, and AI, we’re the Customer Success team for you! Responsibilities: You will build strong executive and business user relationships with Helpshift’s customers. You’ll have the opportunity to work with a global CSM team and collaborate across North America, EMEA and APAC. You'll partner with Account Managers on value creation to successfully renew and grow the customer. You will work with customers to establish critical goals, or other key performance indicators that aid them in achieving their goals, increasing renewals and reducing churn. You will be the Helpshift product expert from the business user perspective, becoming a trusted, strategic advisor for your customers. You will develop and present quarterly business review data to your customers and prepare post-meeting reports. You will serve as your customer’s advocate throughout the duration of the contract lifecycle, from successful completion of the onboarding process to the identification and development of upsell opportunities. You will communicate your technical knowledge of Helpshift’s platform educating clients on best practices regarding SDK configurations and internal Dashboard setup. You will advocate for customer needs cross-departmentally and manage issue escalation to the development team as needed. You will manage several projects and customers at one time, responding as needed to high priority client inquiries throughout the day, evening, and weekend when necessary. Requirements: You have 3+ years' experience helping Enterprise and Mid-Market customers reach their goals, while surpassing your teams’ measures of success in the process You adapt quickly and thrive in a fast-paced, growing, and deadline-driven environments where flexibility and teamwork are critical You’re able to navigate an Enterprise organization’s political landscape to develop and expand relationships at all levels while driving large-scale, highly visible, strategic initiatives for customers You have seamlessly supported 30-40 Mid-Market and Enterprise customers at a time Bonus points for a master's degree or equivalent experience Phases of our recruitment journey: You send us your application with your updated resume and application form. After reviewing your candidacy, we’ll invite you for the online Interview via MS Teams with one of our Talent Acquisition Specialists and Hiring Manager. It’s a perfect chance to exchange questions and get to know each other better. There might be also an additional stage interview. At the end of our journey - hopefully you will receive an offer! Our recruitment process is fully online and remote. We value each application and review every candidate individually. Our recruitment team will get back to you as soon as they can to inform you about the status of your candidacy. If you're interested in joining our team, we highly encourage you to apply. 😊 That would be it from us - now we are waiting for your move! #imaginemore Privacy policy: By providing your information in this application, you understand that we will collect and process your information in accordance with our Applicant Privacy Notice. For more information, please see our Applicant Privacy Notice at https://www.keywordsstudios.com/en/applicant-privacy-notice.

Texas, USA

Negotiable Salary

Member Service Representative II63500035838979128

Workable

Member Service Representative II

Join Advancial Federal Credit Union as a Teller and become a pivotal part of our mission to deliver exceptional customer service and innovative financial solutions to our members. We are proud to be recognized as a Best Company to Work for in Texas and a Best and Brightest Company nationally, which reflects our commitment to our employees and their careers. As a Teller, you will serve as a vital liaison between our members and the Credit Union, ensuring that their daily financial needs are met efficiently. This position involves processing routine transactions, such as deposits, withdrawals, and loan payments, while also promoting a variety of credit union products and services. Key Responsibilities: Cross-sell a wide array of credit union products, including loan and deposit services. Accurately process member transactions, including cash handling and account management. Open new accounts and ensure compliance with policies regarding member eligibility and account procedures. Handle member inquiries and resolve any concerns with professionalism and care. Maintain accurate records and bank documentation, balancing cash drawers at the end of each shift. This exciting opportunity is based at our Richardson Branch, and we look forward to welcoming a dedicated and motivated individual to our team! The salary range for this position is $16.15/hr. - $20.19/hr. and based on relevant experience. Requirements Qualifications: To excel in the role of Teller, candidates should have: A high school diploma or equivalent. At least 6 months of related experience and/or training in a customer service or financial environment. Strong communication skills and a service-oriented approach. The ability to handle multiple tasks efficiently and maintain accuracy under pressure. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer, committed to diversity and inclusion in the workplace. Benefits EDUCATION and/or EXPERIENCE High School diploma or equivalent; and 6 months related experience and/or training. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process. Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

Richardson, TX, USA

$16.15-20.19

Member Services Specialist63499833810947129

Workable

Member Services Specialist

The GOVX Member Service Specialist is responsible for ensuring that GOVX members have a seamless and positive experience across all member need touchpoints. You will leverage your expertise in member and customer service, digital platforms, and partner offerings to enhance the overall member needs. Your goal will be to foster member loyalty and drive positive member satisfaction through exceptional service and engagement. Position Type, Expected Hours of Work, Location | 100% In-Office Role Full-time, non-exempt position. 100% In-Office role, 5 days per week at the GOVX Fulfillment Center in LaVergne, TN. Work schedule may vary depending on volume demands. This position is not eligible for relocation allowance or visa sponsorship. Responsibilities Member Support: Provide prompt and efficient support to members utilizing GOVX platforms. Order Service: Assist with online order inquiries, ensuring accuracy and timely delivery. Issue Resolution: Address member complaints and issues, working to resolve them quickly and effectively. Collaboration: Work with GOVX teams to ensure a cohesive and member-centric approach across all channels. Training: Assist in training new team members with the best experience, best practices and platform use. Vendor Support: Inquiry outreach with GOVX partners. Key Performance Indicators (KPIs) Service Level Achievement: Consistently meets or exceeds defined service level goals, including response time, resolution time, and overall member satisfaction scores. Ticket Accuracy Rate: Maintains a high level of accuracy in resolving member support tickets, ensuring quality, consistency, and alignment with targeted performance goals. Customer Satisfaction (CSAT): Meets customer satisfaction goals, as measured by post-interaction surveys. Project Execution: Completes assigned projects and tasks on time and within budget. Requirements Education: High school diploma minimum with bachelor’s degree or equivalent experience. Experience: 2-4 years of experience in customer service, preferably in an e-commerce setting. Skills: Strong communication and problem-solving skills, proficiency in Microsoft office products: Word, Excel, PowerPoint, Outlook. Attributes: Member-centric, solution-based mindset, positive attitude, and willingness to learn and adapt in a fast-paced environment. Supervisory Responsibilities This position will not have supervisory responsibilities. Travel Requirements This position will have minimal travel requirements. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, digital phones, headsets. Physical/Mental Demands Physical - This is largely a sedentary role. Mental – Problem solving, making decisions, interpreting data, organizing, reading/writing. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice. Benefits Paid Time Off, Paid Sick Leave, Paid Holidays 401(k) plan with discretionary match available Medical, Dental, Vision, and Life Insurance Flexible Spending Account (FSA), Health Savings Account (HSA) Voluntary benefits including Critical Illness, Group Accident, and Voluntary Life Employee Referral Program Collaborative work environment in a modern office, stocked with drinks and snacks. Discounts on the GOVX website Pay Range $17.50 - $21.00 per hour AAP/EEO Statement EOE. Veterans/Disabled. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Position will require successful completion of a background check and drug testing prior to starting employment. About GOVX Savings for Those Who Serve GOVX was founded in 2011 to offer exclusive benefits to those who serve our country. The GOVX membership is comprised of current and former members of the United States military, law enforcement, firefighting, medical services, and government personnel. GOVX is dedicated to supporting these communities and to offering unique value to our members, while delivering an authentic platform for brands to reach our growing customer base. As the largest and fastest growing digital platform serving this deserving audience, we are committed to stretching the limits of ecommerce to deliver the best assortment for our members’ on-duty and off-duty needs.

La Vergne, TN, USA

$17.5-21

Member Engagement Specialist634998205120011210

Workable

Member Engagement Specialist

Company Overview: At Wider Circle, we connect neighbors for better health. Wider Circle’s groundbreaking Connect For Life(R) program brings communities and healthcare together in-person and on-line for health, wellness, and social activities that improve mental and physical health. We create webs of community circles by employing local and culturally competent engagement specialists whose hands-on approach is informed by a sophisticated analytics platform. We are on a mission to make the world a better place for older adults and disadvantaged communities. Job Overview: Wider Circle is seeking a passionate and dedicated Member Engagement Lead to play a vital role in our groundbreaking program, which connects neighbors for better health outcomes. The successful candidate will radiate confidence and empathy, establish trust with our members, and skillfully switch between one-on-one and group interactions. They will tirelessly utilize any means necessary to connect and engage with members, including in-person/virtual group events, home visits, and telephone outreach. As a Member Engagement Lead, they will be seen as a mentor to others in the organization, supporting and leading peer groups as needed. Join us in our battle against healthcare inequity. Responsibilities Build relationships with individuals and communities to promote health and wellness. Conduct community-based outreach and education on healthcare services, disease prevention, and healthy lifestyles. Advocate for member and community needs within healthcare systems and social services. Establish partnerships with community-based organizations to broaden the range of support services available to our members. Provide culturally appropriate health education on topics such as nutrition, chronic disease management, mental health, and preventative care. Support individuals in understanding and navigating the healthcare system. Organize workshops and informational sessions on healthcare topics. Assist individuals in accessing medical care, insurance programs, and social services. Help members close care gaps by scheduling appointments and reminders, assisting with paperwork, and understanding their treatment plans. Identify barriers to healthcare (SDoH) and provide resources. Connect individuals with social services, such as housing, food assistance, and employment support. Document interactions in Wider Circle’s digital systems in a timely manner. Support Area Manager by assisting Specialists in their role, which can include training, shadowing or providing support to associates in need of assistance. Ability to support membership and meet required standards with little supervision. As needed, conduct in-home visits to meet with members that you are unable to reach to review their needs and discuss their access to care and/or close care gaps. Physical Demands Safely and consistently drive to public places up to 30 miles away from your home. Frequently carry up to 30 pounds of supplies. Comfortably stand and speak publicly, projecting your voice in indoor and outdoor spaces. Sit, stand, and walk routinely during events to interact effectively with members. Ability to sit for extended periods while conducting member outreach by phone. See and hear well enough to interact with members in-person or by phone and respond to member questions. Use a computer to view, enter, and update information in different systems. Effectively communicate with members in-person or virtually. Requirements A strong passion for helping and serving others. Outgoing personality and unwavering, positive attitude, with the ability to engage with others in-person and via phone or video conferencing. A genuine interest in working with Medicare/DSNP/Medicaid populations and a commitment to building strong, supportive relationships. Strong verbal and written communication skills to effectively engage with diverse community members. Proactive approach to outreach, with the ability to take lead on community engagement initiatives. Adaptability to a dynamic work environment and a willingness to learn and grow in the role. You have experience working in a remote environment and excel at working autonomously. You have flexible availability (outside of business hours) and reliable transportation when necessary. 3-5 years relevant experience. Preferred Requirements Associate or Bachelor Degree 3+ years of relevant community outreach, facilitation, or volunteer experience. Healthcare experience. Care Management experience. Experience leading and supporting peers as needed. Benefits Compensation As a venture-backed company, Wider Circle offers competitive compensation including: Performance-based incentive bonuses Opportunity to grow with the company Comprehensive health coverage including medical, dental, and vision 401(k) Plan Paid Time Off Employee Assistance Program Health Care FSA Dependent Care FSA Health Savings Account Voluntary Disability Benefits Basic Life and AD&D Insurance Adoption Assistance Program Training and Development Starting salary: $18.25-$19.25 And most importantly, an opportunity to LOVE, LEARN, and GROW with us! Wider Circle is proud to be an equal-opportunity employer that does not tolerate discrimination or harassment of any kind. Our commitment to Diversity & Inclusion supports our ability to build diverse teams and develop inclusive work environments. We believe in empowering people and valuing their differences. We are committed to equal employment opportunity without consideration of race, color, religion, ethnicity, citizenship, political activity or affiliation, marital status, age, national origin, ancestry, disability, veteran status, sexual orientation, gender identity, gender expression, sex or gender, or any other basis protected by law.

Palm Coast, FL, USA

$18.25-19.25

Member Engagement Specialist- Davidson County633935016760331211

Workable

Member Engagement Specialist- Davidson County

Company Overview: At Wider Circle, we connect neighbors for better health. Wider Circle’s groundbreaking Connect For Life(R) program brings communities and healthcare together in-person and on-line for health, wellness, and social activities that improve mental and physical health. We create webs of community circles by employing local and culturally competent engagement specialists whose hands-on approach is informed by a sophisticated analytics platform. We are on a mission to make the world a better place for older adults and disadvantaged communities. Job Overview: Wider Circle is seeking a passionate and dedicated Member Engagement Lead to play a vital role in our groundbreaking program, which connects neighbors for better health outcomes. The successful candidate will radiate confidence and empathy, establish trust with our members, and skillfully switch between one-on-one and group interactions. They will tirelessly utilize any means necessary to connect and engage with members, including in-person/virtual group events, home visits, and telephone outreach. As a Member Engagement Lead, they will be seen as a mentor to others in the organization, supporting and leading peer groups as needed. Join us in our battle against healthcare inequity. Responsibilities Build relationships with individuals and communities to promote health and wellness. Conduct community-based outreach and education on healthcare services, disease prevention, and healthy lifestyles. Advocate for member and community needs within healthcare systems and social services. Establish partnerships with community-based organizations to broaden the range of support services available to our members. Provide culturally appropriate health education on topics such as nutrition, chronic disease management, mental health, and preventative care. Support individuals in understanding and navigating the healthcare system. Organize workshops and informational sessions on healthcare topics. Assist individuals in accessing medical care, insurance programs, and social services. Help members close care gaps by scheduling appointments and reminders, assisting with paperwork, and understanding their treatment plans. Identify barriers to healthcare (SDoH) and provide resources. Connect individuals with social services, such as housing, food assistance, and employment support. Document interactions in Wider Circle’s digital systems in a timely manner. Support Area Manager by assisting Specialists in their role, which can include training, shadowing or providing support to associates in need of assistance. Ability to support membership and meet required standards with little supervision. As needed, conduct in-home visits to meet with members that you are unable to reach to review their needs and discuss their access to care and/or close care gaps. Physical Demands Safely and consistently drive to public places up to 30 miles away from your home. Frequently carry up to 30 pounds of supplies. Comfortably stand and speak publicly, projecting your voice in indoor and outdoor spaces. Sit, stand, and walk routinely during events to interact effectively with members. Ability to sit for extended periods while conducting member outreach by phone. See and hear well enough to interact with members in-person or by phone and respond to member questions. Use a computer to view, enter, and update information in different systems. Effectively communicate with members in-person or virtually. Requirements A strong passion for helping and serving others. Outgoing personality and unwavering, positive attitude, with the ability to engage with others in-person and via phone or video conferencing. A genuine interest in working with Medicare/DSNP/Medicaid populations and a commitment to building strong, supportive relationships. Strong verbal and written communication skills to effectively engage with diverse community members. Proactive approach to outreach, with the ability to take lead on community engagement initiatives. Adaptability to a dynamic work environment and a willingness to learn and grow in the role. You have experience working in a remote environment and excel at working autonomously. You have flexible availability (outside of business hours) and reliable transportation when necessary. 3-5 years relevant experience. Preferred Requirements Associate or Bachelor Degree 3+ years of relevant community outreach, facilitation, or volunteer experience. Healthcare experience. Care Management experience. Experience leading and supporting peers as needed. Benefits Compensation As a venture-backed company, Wider Circle offers competitive compensation including: Performance-based incentive bonuses Opportunity to grow with the company Comprehensive health coverage including medical, dental, and vision 401(k) Plan Paid Time Off Employee Assistance Program Health Care FSA Dependent Care FSA Health Savings Account Voluntary Disability Benefits Basic Life and AD&D Insurance Adoption Assistance Program Training and Development Starting salary: $18.25-$19.25 And most importantly, an opportunity to LOVE, LEARN, and GROW with us! Wider Circle is proud to be an equal-opportunity employer that does not tolerate discrimination or harassment of any kind. Our commitment to Diversity & Inclusion supports our ability to build diverse teams and develop inclusive work environments. We believe in empowering people and valuing their differences. We are committed to equal employment opportunity without consideration of race, color, religion, ethnicity, citizenship, political activity or affiliation, marital status, age, national origin, ancestry, disability, veteran status, sexual orientation, gender identity, gender expression, sex or gender, or any other basis protected by law.

Lexington, NC, USA

$18.25-19.25

Member Services Representative II633919932245791212

Workable

Member Services Representative II

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we always strive to provide the best service and products to our members because we love what we do. We work together to build a culture that promotes a positive employee experience. We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs. We invite you to learn more about this position and what Advancial has to offer by completing our online application. This position is located in our South Charlotte Branch. Serves as liaison between member and the Credit Union. Provides account information, opens new accounts, handles member's daily credit union needs. Performs routine transactions, including deposits, withdrawals, cash advances, loan payments, transfer and check cashing. Interviews loan applicants and processes applications. Gathers background information and analyzes credit history. ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Other duties may be assigned. Cross-sells a wide array of credit union products including loan products, deposit products, and electronic services such as CUAnywhere and online banking. Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. Cashes checks and pays out money after verification of signatures and member balances. Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures. Receives and applies payments to Advancial loans, credit card payments and cash advances. Enters customers’ transactions into computer to record transactions and issues computer generated receipts. Maintains thorough knowledge of loan products for effective cross-selling. Actively assists in loan process such as pulling credit reports, and ensures loan agreements are complete and accurate according to policy. This includes data entry of member information into Credit Union system as required. Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products. Balances currency, coin and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Processes loans and responds to loan questions. Opens new accounts including; checking, certificates, money markets and IRA accounts. Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts. Processes check orders for members. Responsible for correcting all new account exceptions or transactional errors under Teller Number. Provides account information and handle member's daily credit union needs. Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc. This includes researching and resolving member concerns. Processes and balances bond redemptions when necessary. Prepares daily checks received for deposit. This includes balancing, scanning checks, posting general ledgers. Makes copies and files correspondence and other records on a daily basis. Performs miscellaneous duties such as assisting in monitoring supplies and end of day and end of month audit procedures. Opens and closes the branch as needed. The range for this position is $17.67- $22.09/hr. and is based on experience. Requirements EDUCATION and/or EXPERIENCE High School diploma or equivalent; with one year related experience and/or training; or equivalent combination of education and experience. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process. Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

Charlotte, NC, USA

$17.67-22.09

Member Services Representative II633920598594591213

Workable

Member Services Representative II

Founded in 1937, Advancial Federal Credit Union has emerged as a leading financial institution committed to enhancing the lives of its members through innovative, member-centric services. At Advancial, we pride ourselves on our dedication to creating lasting value through superior service, quality products, and a strong sense of community. As a Member Services Representative II, you will play a crucial role in our commitment to exceptional service. You will be the first point of contact for members, assisting them with their daily credit union needs, and providing them with the information they require regarding their accounts and our wide range of products. Working at Advancial means more than just having a job; it means being a part of a community where your contributions are valued and where you can develop your career in a supportive environment. We have been recognized as a Best Company to Work for in Texas for nine consecutive years, and we strive to maintain this positive and fulfilling workplace. This position is located in our Edmond, OK Branch. Key Responsibilities: Serve as a liaison between members and the Credit Union, providing information regarding accounts and services. Perform routine transactions including deposits, withdrawals, and loan payments. Open and maintain accounts, ensuring compliance with policies and procedures. Conduct interviews for loan applicants and process applications, analyzing credit history and background information. Cross-sell various credit union products and services to enhance member satisfaction and loyalty. Assist members with electronic services and promote features such as online banking. Balance cash drawers and ensure all transactions are accurately recorded. Compensation: The pay range for this position is $16.39- $20.49 per hour, based on experience. Requirements Qualifications: High School diploma or equivalent required. Minimum of one year of experience in a similar role or in customer service. Strong communication and interpersonal skills. Ability to analyze member needs and provide appropriate solutions. Proficiency in relevant software applications and technology with a willingness to learn new systems. Demonstrated commitment to outstanding service and teamwork. Advancial Federal Credit Union is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Edmond, OK, USA

$16.39-20.49

Member Services Representative II633920344595231214

Workable

Member Services Representative II

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we prioritize providing outstanding service and products to our members, and we cultivate a positive employee experience. We have been recognized as a Best Company to Work for in Texas for nine consecutive years and as a Best and Brightest Company nationally and locally because we are committed to fostering fulfilling careers. We invite you to explore this opportunity to join us by completing our online application. This position is located in our Oak Lawn Branch. As a Member Services Representative II, you will serve as a crucial liaison between members and the Credit Union. Your responsibilities include providing account information, opening new accounts, and addressing members' daily credit union needs. You will perform routine transactions such as deposits, withdrawals, cash advances, loan payments, transfers, and check cashing. Additionally, you will interview loan applicants and process applications, gathering necessary information and analyzing credit histories. ESSENTIAL DUTIES AND RESPONSIBILITIES Cross-sell a range of credit union products, including loans, deposits, and electronic services. Handle cash and checks for deposit, verify amounts, and ensure proper endorsements. Process payments for loans and credit cards accurately. Maintain an accurate record of transactions through computer data entry. Assist in the loan process, ensuring accuracy and compliance with policies. Keep up-to-date on lending procedures and credit union guidelines. Balance the cash drawer at the end of each shift. Open new accounts, verifying member eligibility. Provide a variety of transaction services and resolve member inquiries. Perform end-of-day and end-of-month audits as needed. Open and close the branch as necessary. The pay range for this position is $18.58 - $23.23 per hour, based on experience. Requirements EDUCATION and/or EXPERIENCE High school diploma or equivalent is required; must have at least one year of related experience and/or training, or an equivalent combination of education and experience. Candidates should be self-motivated, service-oriented, and capable of performing a variety of tasks successfully. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Dallas, TX, USA

$18.58-23.23