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job_organization_name

city

state

<h3>Job Description</h3>
Job Description
Job Overview We are seeking a dedicated and detail-oriented Client Relationship Associate to join our team. The ideal candidate will play a crucial role in supporting our clients with their financial needs, ensuring they receive exceptional service and guidance. This position requires a strong understanding of financial concepts as well as excellent communication skills to foster client relationships.
Job Responsibilities
<ul>
<li>Provide operational and administrative support to a Financial Advisory Team, allowing them to focus on building client relationships.</li>
<li>Work closely with Business Processing Specialists to help facilitate new account openings and provide backup support, as needed.</li>
<li>Work closely with clients and/or Advisors on any follow-up requests from the Broker/Dealer or outside companies/carriers.</li>
<li>Prepare and process asset movement requests and other service/maintenance requests.</li>
<li>Process deposits by check into client accounts.</li>
<li>Schedule and coordinate client meetings as desired by the Advisory team.</li>
<li>Collects, reviews and analyzes data to prepare reports and other presentation materials utilizing spreadsheets or specialized software for client meetings.</li>
<li>Maintain accurate client accounts and records, ensuring compliance with all regulatory requirements; primarily using RedTail CRM.</li>
<li>Process client service requests such as beneficiary changes, address changes, bank account changes, etc.</li>
<li>Prepare various reports designed to help the Advisory team manage their practice.</li>
<li>Review work methods and procedures for continual quality improvements and efficiencies, implementing them when appropriate.</li>
<li>Participate in regular team and Firm meetings, designed to share best practices and problem solve as a team.</li>
<li>Securely handle confidential information.</li>
<li>Other projects assigned as needed by the Advisory Team.</li>
</ul>
Qualifications &amp; Desired Skills
<ul>
<li>Technical proficiency with Microsoft 365 tools (Outlook, Teams, Word, Excel, OneDrive, SharePoint, etc.).</li>
<li>College degree, preferably in business related major or finance.</li>
<li>Strong organizational skills with attention to detail to manage multiple tasks effectively.</li>
<li>Excellent communication skills, both written and verbal, with the ability to build rapport with clients.</li>
<li>Outstanding attitude and positive energy.</li>
<li>Ability to pass a criminal history and credit background check.</li>
<li>Relevant financial services industry experience or education.</li>
</ul>
Benefits Provided 
<ul>
<li>Excellent growth and advancement opportunities</li>
<li>Competitive pay based on experience</li>
<li>Health, vision, dental, and life insurance</li>
<li>Short-term and long-term disability insurance</li>
<li>401K with employer matching</li>
<li>Employee Assistance Program &amp; Identity Theft Protection Program</li>
<li>Paid time off and generous holiday schedule</li>
<li>Continuing education and professional development opportunities</li>
<li>Pay based on experience</li>
</ul>
If you are an exceptional client relationship specialist looking for an exciting opportunity to join a highly productive Advisory team, we want to hear from you!
Apply today and take the next step in your career with Virginia Asset Management!
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Company DescriptionVirginia Asset Management is a privately owned, independent wealth management firm with a robust employee benefits/group insurance division. Since 1986, we have made it our mission to provide objective, customized solutions to help individuals, professionals, and business owners improve their financial situations. We are here to serve and to make a difference in the lives of our associates, the community, and our clients. 
<h3>Company Description</h3>
Virginia Asset Management is a privately owned, independent wealth management firm with a robust employee benefits/group insurance division. Since 1986, we have made it our mission to provide objective, customized solutions to help individuals, professionals, and business owners improve their financial situations. We are here to serve and to make a difference in the lives of our associates, the community, and our clients.

Client Relationship Specialist for Financial Services Firm

<h3>Job Description</h3>
Job Description
Sea Mar Community Health Centers, a Federally Qualified Health Center (FQHC) founded in 1978, is a community-based organization committed to providing quality, comprehensive health, human, housing, educational and cultural services to diverse communities, specializing in service to Latinos in Washington State. Sea Mar proudly serves all persons without regard to race, ethnicity, immigration status, gender, or sexual orientation, and regardless of ability to pay for services. Sea Mar's network of services includes more than 90 medical, dental, and behavioral health clinics and a wide variety of nutritional, social, and educational services. We are recruiting for the following position:
Sea Mar is a mandatory COVID-19 and flu vaccine organization
Social Services Specialist&nbsp;- Posting #25991
Hourly Rate: $26.90
Position Summary:
Sea Mar Behavioral Health's diverse and quickly expanding program is seeking&nbsp;aFull-time Social Services Specialist for its Mount Vernon, WA location.
The Social Services Specialist works autonomously and collectively as an empowered staff member of Sea Mar’s Behavioral Health program.&nbsp; Participates in the design, implementation, and ongoing delivery of services.&nbsp; This position is responsible for their own caseload, for providing the mental health team with consultations regarding housing resources, and for designing and implementing housing support interventions for the mental health team clients and/or referring them to established community providers.&nbsp; This is only a summary of the job description. Other duties will be outlined within the formal job description.
Qualifications:
<ul>
<li>This position requires a Counselor Certification (Washington State) with a Bachelors or Master’s degree in Social Work or Psychology, Marriage &amp; Family Therapy, Counseling or Educational Psychology with internship or practicum experience with direct counseling services to clients.</li>
<li>May also lead support groups and work with team doing outreach in the community.</li>
<li>Bilingual in English/Spanish strongly preferred</li>
</ul>
What We offer:
Sea Mar offers talented and motivated people the opportunity to work in a dynamic and growing community health organization. Working at Sea Mar Community Health Centers is more than just a job, it’s a fulfilling career with opportunity for advancement. The fringe benefits surpass most companies. For example, Full-time employees working 30 hours or more, receive an excellent benefit package of:
<ul>
<li>Medical</li>
<li>Dental</li>
<li>Vision</li>
<li>Prescription coverage</li>
<li>Life Insurance</li>
<li>Long Term Disability</li>
<li>EAP (Employee Assistance Program)</li>
<li>Paid-time-off starting at 24 days per year + 10 paid Holidays.</li>
</ul>
We also offer 401(k)/Retirement options and an exciting opportunity to work in a culturally diverse environment.&nbsp;
How to Apply:
To apply for this position complete the online application and click SUBMIT or APPLY NOW. If you have any questions regarding the position, email email Lucia Cantu, MSS Supervisor, at <a href="mailto:luciacantu@seamarchc.org" target="_blank">luciacantu@seamarchc.org</a>.
Sea Mar is an Equal Opportunity Employer
Posted 01/11/2024
External candidates are considered after 01/16/2024 Reposted on 9/16/2024
This position is represented by Office and Professionals Employees International Union (OPEIU)
Please visit our website to learn more about us at <a href="http://www.seamar.org" target="_blank">www.seamar.org</a>.&nbsp;You may also apply through our Career page at <a href="https://www.seamar.org/jobs-general.html" target="_blank">https://www.seamar.org/jobs-general.html</a> 
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bsHwZYjH7v

Social Services Specialist

<h3>Job Description</h3>
Job DescriptionCompany Description 
At&nbsp;Informa, no two days and no two people are the same, and you'll find the freedom, opportunity and&nbsp;support of a fantastic community to make a real impact.&nbsp; We’re an international business that connects specialists with knowledge, helping them to learn more,&nbsp;know more and do more through live and on demand events, digital and data-driven services and&nbsp;academic research.&nbsp; We are home to over 10,000 colleagues across 30 countries and are a member of the UK’s FTSE 100&nbsp;group of leading public companies. In&nbsp;Global Support, we provide expert guidance and hands-on support to the Informa Group and Informa’s&nbsp;many business teams. Across tech, finance, legal, corporate development, HR, communications,&nbsp;operations and many other areas, we work collaboratively and flexibly to help our brands serve their&nbsp;customers and help the company succeed.
Job Description 
This role is based in our Shawnee, KS office.
The&nbsp;HR Shared Services Specialist is responsible for delivering HR operational support and administration services to our US based Colleagues. The role is expected to provide an excellent colleague experience through resolving queries, maintaining data in SAP/Oracle and other HR and Payroll related systems.
This role offers the opportunity to work among an engaging group of individuals that collaborate&nbsp;to improve company processes, while supporting one another’s career goals. This is a relational role that is expected to establish effective relationships with various HR and Divisional groups including HR Shared Services Operations (HRSSO) globally, HRIS Team, Payroll, Benefits, Mergers &amp; Acquisitions, HR Business Partners, Talent Management, MIM, IT Teams, and Management.
Job Responsibilities&nbsp;
The HR Shared Services Specialist is expected to assume the following responsibilities plus any other reasonable duties as required:&nbsp;
<ul>
<li>
Provides first point of contact and excellent customer service to all colleagues, management, and HR Business Partners&nbsp;
</li>
</ul>
<ul>
<li>
Resolution of colleague inquiries, creating the necessary paperwork for processing and/or entering changes (personal data, job information, reporting line changes, compensation changes, etc.) into the HR Systems e.g. ADP, Oracle and SAP&nbsp;
</li>
</ul>
<ul>
<li>
Facilitate the hiring and onboarding processes, leave management, and leave processes by submitting necessary paperwork and/or entering accurate information into SAP and Oracle&nbsp;
</li>
</ul>
<ul>
<li>
Manages the life cycle of a colleague through onboarding, employment (including processing changes and answering questions), and the leaver process&nbsp;
</li>
</ul>
<ul>
<li>
Support colleagues and management by assisting with timecard corrections, approving time off, helping with the timekeeping process and answering queries about time off polices&nbsp;
</li>
</ul>
<ul>
<li>
Facilitates the HR On-boarding process, completes HR profile and I-9’s&nbsp;
</li>
</ul>
Additional Support Opportunities&nbsp;
<ul>
<li>
Learn and troubleshoot our network of HR Systems and their interactions with other company solutions.&nbsp;
</li>
</ul>
<ul>
<li>
Answer policy and process questions from colleagues seeking appropriate solutions&nbsp;
</li>
</ul>
<ul>
<li>
Manage the I-9 verification process for colleagues to ensure documents are entered in a timely and accurate manner in accordance with US Employment Laws&nbsp;
</li>
</ul>
<ul>
<li>
Coordinate the payroll process by submitting and/or entering relevant and accurate information for payroll (reviewing submitted changes, reviewing time sheets) ensuring appropriate and auditable documentation is in place&nbsp;
</li>
<li>
Assists benefits team with general benefits and 401K questions.&nbsp;
</li>
<li>
Supports business with projects, data entry and other tasks as needed&nbsp;
</li>
</ul>
<ul>
<li>
Collaborate with other HR Shared Services team members to streamline processes, manage workload, help each other’s career in opportunistic environment&nbsp;
</li>
<li>
Performs other ad-hoc duties as assigned&nbsp;
</li>
</ul>
Qualifications 
Required Skills/Abilities&nbsp;
<ul>
<li>
General familiarity in HR functions with preference given to candidates possessing 1-2 years of related experience, or equivalent skills&nbsp;
</li>
<li>Basic knowledge of payroll and benefits administration &nbsp;</li>
<li>
Basic knowledge of data management lifecycles in a core HR system&nbsp;
</li>
<li>
Basic knowledge of HR policies&nbsp;
</li>
<li>
Proficiency in MS Office applications&nbsp;
</li>
<li>
Knowledge of ADP, Oracle HR, and SAP HR is a plus &nbsp;
</li>
</ul>
 Additional Information 
The pay range for this position is $22-24 / hour based on experience.
We believe that great things happen when people connect face-to-face. That's why we work in-person with each other, or with customers and partners, three days a week or more. When you’re not spending time together in one of our offices or other workplaces – like at an Informa event – you get the flexibility and support to work from home or remotely.
We work hard to make sure Life at Informa is rewarding, supportive and enjoyable for everyone. Here’s some of what you can expect when you join us. But don’t just take our word for it – see what our colleagues have to say at LifeAt.Informa.com
Our Benefits include:
<ul>
<li>Great community: a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active colleague groups and networks promoting a positive, supportive, and collaborative work environment</li>
<li>Broader impact: take up to four days per year to volunteer, with charity match funding available too</li>
<li>Career opportunity: the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on LinkedIn Learning. When it’s time for the next step, we encourage and support internal job moves</li>
<li>Time out: 15 days PTO rising to 20 after three years and 25 after six years, plus 10 national holidays, a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year</li>
<li>Competitive benefits, including a 401k match, health, vision and dental insurance, parental leave and an ESPP offering company shares at a minimum 15% discount</li>
<li>Strong wellbeing&nbsp;support through EAP assistance, mental health first aiders, free access to a wellness app and more</li>
<li>Recognition&nbsp;for great work, with global awards and kudos programs</li>
<li>As an international company, the chance to collaborate with teams around the world</li>
</ul>
We’re not solely focused on a checklist of skills. We champion energy and ambition and look for colleagues who will roll their sleeves up, join in and help make things happen. If it sounds like a match and you have most – although not all – of the skills and experience listed, we welcome your application.
If you would like to request reasonable adjustments or accommodations to assist your participation in the hiring process and, or in the advertised position, please inform the appropriate Talent Acquisition Partner for the role once they have been in touch. Your request will be reviewed and considered in confidence. At Informa, you'll find inclusive experiences and environments where all perspectives and backgrounds are welcomed. As part of this approach and our diversity and inclusion commitments, we are also formally an Equal Opportunities Employer. This means we base decisions on relevant qualifications and merit and do not discriminate on the basis of key characteristics and statuses, including all of those protected by law. Ask us or see our website for full information.
See how Informa handles your personal data when you apply for a job&nbsp;here.
This post will automatically expire on 9/26/2025

HR Shared Services Specialist

<h3>Job Description</h3>
Job Description
About Us
One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.
In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive.
The Opportunity
As a One Medical Lab Services Specialist/Member Support Specialist at one of our offices, you'll provide an exceptional experience for our patients and help them accomplish an important part of their care journey by providing venipuncture as well as other clinical support services. You will be an ambassador for patients, with a mastery of human connection and a strong drive for service. You will remove barriers to care, resulting in a truly exceptional in-office patient experience. You are the steward of the space and ensure the look and feel of the office lobby are on brand with the One Medical experience. You will be the first point of contact for our patients, as well as provide any other support as requested by the Practice Coordinator, Operations Manager, or providers.
You are a strong team player and use your innovative problem solving skills to tackle various tasks and challenges. You combine excellent specimen collection technique with tactful interpersonal skills during every interaction with your patients, at both the front desk and in the lab. You have a strong grasp of verbal and written communication. You are able to identify opportunities and deliver on customer-centric solutions while using empathy, focus, and compassion in all interactions with patients and teammates. You bring self-awareness to your daily work to utilize your strengths and develop your areas of opportunity. You thrive in cultures that focus on feedback and growth and are nimble in their approach to respond to the needs of the patients and team. You have an unwavering drive to help and serve others and create amazing moments for our members and teammates. If this sounds like you, we would love to connect.
What you'll likely work on:
<ul>
<li>Use impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all patient interactions, both clinical and administrative, and ensure a fluid and positive in-office experience through patient intake, same day schedule management, appropriate follow up scheduling, strong knowledge of billing and insurance, monitoring patient feedback and assisting with outreach as necessary</li>
<li>Provide best in class venipuncture services on a population ranging from pediatrics to geriatrics, depending on the office location</li>
<li>Perform and assist with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, vitals, ear lavages, vaccines, PPD tests, and swabs</li>
<li>Maintain high standards of in-office care through proper specimen labeling, handling and processing, inventory upkeep, and tool sterilization</li>
<li>Continue to care for our members beyond the lab room by answering patient messages, following up on lab cases and assisting our providers and virtual medical team with clerical duties such as, but not limited to biometric screening forms, medical record and consult review, billing inquiries, and DOH reporting</li>
<li>All front of house duties including check in/check out, insurance verification, printing/paperwork tasks, prepping tests, tasking to service level expectations etc</li>
<li>Contribute to team development through rounding, attending team huddles, participating in team problem solving, supporting in office providers with ad hoc asks, etc. </li>
<li>Perform opening and closing duties/daily office upkeep as required, including maintaining the look and feel of both patient and employee facing spaces, restocking supplies, and organization</li>
<li>Master our technology suite including, but not limited to Slack, G-suite, Zoom, Circulation, RingCentral, and our Electronic Medical Record System, in order to interact with team members and complete daily work</li>
</ul>
These responsibilities are intended to describe the general nature and level of work being performed by personnel assigned to this job classification. They are not to be construed as an exhaustive list of job duties performed by personnel in this classification. Other job related duties may be assigned by management.
What you'll need:
<ul>
<li>At least 6 months of relevant experience as a Medical Assistant or Phlebotomist outside of a training/externship environment</li>
<li>An active phlebotomy certification to practice in CA</li>
<li>Strong customer service skills, including ability to establish and maintain effective customer relationships and deliver customer-centric solutions</li>
<li>Strong written and verbal communication skills </li>
<li>A High School Diploma or equivalent </li>
<li>Proficiency in computer technology such as typing, navigating the internet and using multiple software systems simultaneously</li>
<li>Experience working on collaborative, diverse, multi-disciplinary teams (additional experience with remote teams a plus) </li>
<li>A proven ability to display confidence and instill trust during the collection process while delivering individualized, human-centered, customer-focused care </li>
<li>A proven track record of persisting through change, consistently stepping up to take action on challenges, and learning quickly and effectively when faced with new situations or tasks</li>
</ul>
One Medical is committed to fair and equitable compensation practices
The range for this role is $22.75 to $24.75 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit <a href="https://www.onemedical.com/careers/" target="_blank">https://www.onemedical.com/careers/</a>
This is a full time role (40 hrs/week) with 8 hr shifts generally taking place between 7:30am-5:30pm based in office in Long Beach, CA.
One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire:
Taking care of you today
<ul>
<li>Paid sabbatical for every five years of service</li>
<li>Free One Medical memberships for yourself, your friends and family</li>
<li>Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues</li>
<li>Competitive Medical, Dental and Vision plans</li>
<li>Pre-Tax commuter benefits</li>
<li>PTO cash outs - Option to cash out up to 40 accrued hours per year</li>
</ul>
Protecting your future for you and your family
<ul>
<li>401K match</li>
<li>Credit towards emergency childcare</li>
<li>Company paid maternity and paternity leave</li>
<li>Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance</li>
<li>Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance</li>
</ul>
In addition to the comprehensive benefits package outlined above, practicing clinicians also receive
<ul>
<li>Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%.</li>
<li>UpToDate Subscription - An evidence-based clinical research tool</li>
<li>Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education</li>
<li>Rounds - Providers end patient care one hour early each week to participate in this shared learning experience</li>
<li>Discounted rate to attend One Medical's Annual REAL primary care conference</li>
</ul>
One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.

Lab Support Specialist/Member Support Specialist

<h3>Job Description</h3>
Job Description Description:
Position: Member Services Consultant II
Pay Range: $21.13 to $31.69
FLSA Classification: Non-Exempt
 
Who We Are: Foothill Credit Union is a full-service financial institution proudly rooted at the foothill of the San Gabriel Valley (SGV), serving members of our select employer groups (SEGs)—primarily in education, healthcare, and municipal government—as well as individuals, families, and more than 250 businesses in the SGV and surrounding areas. 
 
Exceptional service is our promise to members. We've earned a prestigious five-star rating from Bauer Financial, placing us among the top institutions in our peer group. CUNA recognized us with the 2021 Member Benefits Top Performance accolade for delivering an average direct benefit of $690 per member household. During Q4 2024, we achieved the #1 ranking in overall return of value to members (ROM) among peer credit unions ($700MM–$1B) in California, according to Callahan &amp; Associates. 
 
As a dedicated community advocate, Foothill actively partners with local businesses and organizations to support meaningful causes. Through events, sponsorships, and fundraising efforts, we actively give back to the individuals and groups that make up the core of our community. 
 
Benefits and Perks: 
<ul>
<li>100% covered medical/dental/vision for employees </li>
<li>401(k) plan with match</li>
<li>Profit-Sharing Plan </li>
<li>Paid Holidays </li>
<li>Paid Time-Off </li>
</ul>
About the Role: The Member Services Consultant Il (MSC Il) is expected to deliver unparalleled member services while providing essential consultative services. This position serves as a knowledgeable consultant to supply financial solutions that are in the member's best interest to consistently exceed our members' expectations. The MSCII will provide our members and potential members with valuable suggestions on how to use Foothill Federal Credit Union (FFCU) products and services to improve their financial well-being while being accountable for cross-selling goals and promotional opportunities offered to our members. The MSC Il is expected to take personal responsibility for constantly improving their knowledge level for all Credit Union products and services as well as Credit Union operations and compliance issues.
 
Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required but may not be all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. 
<ul>
<li>Process and open New Accounts through Meridian while complying with eligibility and regulatory requirements</li>
<li>Set up home banking services, including e-statements, for new and existing members</li>
<li>Order checks and manage account-related services such as stop payments and payroll deductions and process authorization forms and related documentation accurately</li>
<li>Perform file maintenance, including account updates and changes</li>
<li>Renew, update, and maintain certificate and IRA accounts; respond to basic IRA inquiries</li>
<li>Accept loan applications using Meridian Link, identifying the best consumer loan products for members</li>
<li>Obtain credit reports during account openings for comprehensive credit analysis and processing</li>
<li>Process and sign loan documentation for HELOC, Home Advantage, and personal loans</li>
<li>Provide Notary Services and Medallion Stamp Certification as needed</li>
<li>Maintain attestation for NMLS# (Nationwide Multistate Licensing System)</li>
<li>Follow up with members via phone and email to ensure timely completion of services and applications</li>
<li>Conduct outbound telemarketing to engage current and prospective members</li>
<li>Complete required reports and records accurately and in a timely manner</li>
<li>Attend scheduled meetings and training sessions as required</li>
<li>Perform research and other clerical support duties as assigned</li>
<li>Ensure work area is clean, secure, and organized at all times</li>
<li>Provide support across multiple branch locations as needed</li>
<li>Perform additional duties and responsibilities as assigned</li>
</ul>
Requirements:
Experience/Education Requirements:
<ul>
<li>High school diploma or equivalent</li>
<li>3-5 years in a member service-oriented position or one (1) year as an MSC l or personal banker, preferably within credit union operations working in such departments as New Accounts. IRA's, Lending. ATM, etc.</li>
<li>Good understanding of Credit Union services and products</li>
<li>Experience processing home equity line of credit and cross-selling credit union services</li>
<li>Notary Services</li>
</ul>
Desired certifications in the following areas:
<ul>
<li>Certified IRA Specialist</li>
<li>NMLS</li>
</ul>
 
Other Skills and Abilities:
<ul>
<li>Excellent verbal and written skills</li>
<li>Excellent interpersonal and customer service skills</li>
<li>Excellent time management skills</li>
<li>Ability to identify member opportunities for financial improvement, communicate recommendations, and provide support</li>
<li>Ability to make sound judgments</li>
<li>Ability to organize and prioritize tasks while maintaining detailed, accurate records</li>
<li>Ability to maintain a professional image</li>
<li>Proficient math skills</li>
<li>Proficient with Microsoft Office Suite </li>
<li>Bilingual (Spanish/English) preferred</li>
<li>Consistent attendance</li>
</ul>
Foothill Credit Union is an Equal Opportunity Employer. It does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, intersectionality, status as a veteran, and basis of disability or any other federal, state, or local protected class. 
 
Compensation details: 21.13-31.69 Hourly Wage
 
PI42628e47463b-25405-38418905

Member Services Consultant II

<h3>Job Description</h3>
Job Description
Saltbox makes the hardest parts of running a small online business simple. Our workspaces transform into modern and flexible office spaces with warehouse suites, and all the perks needed to help small businesses grow. Our members run small to medium sized E-commerce businesses within a diverse group of industries including Fashion &amp; Apparel, Health &amp; Beauty, Entertainment, Electronics and Household Goods. You can help a small business local to your area! 
We're Looking Fora Full Time Member Specialist Lead to join our team and work with us to deliver logistics and customer service to our Members.You should be ready for a mix of physical activity, community upkeep and partnering with members to tackle projects daily. While our locations have a warehouse appearance, this is not a typical warehouse job and gives the Member Specialist Lead the opportunity to support a real small business owner! As long as you're willing to hustle, we're willing to train you!
What We Offer? We strongly value creating an environment where our employees are healthy and happy. Because of this, we are committed to generous benefits including:
<ul>
<li>Health ben­e­fits for individual:</li>
<ul>
<li>Den­tal and vision are cov­ered 100%</li>
<li>Med­ical is cov­ered 100% for two different plans (UHC) or a tiny premium for PPO</li>
</ul>
<li>401K Plan Options</li>
<li>Company paid long and short term disability and life insurance</li>
<li>Vacation time, sick time and paid holidays</li>
<li>Paid parental leave</li>
<li>Job training opportunities, learning and professional development budgets</li>
</ul>
The Role consists of general day-to-day building operations and leading team members of our Elastic Workforce (eForce).The eForce assists Members with a variety of tasks that will vary by member, industry and season. 
Responsibilities:
<ul>
<li>Lead a team of member specialists</li>
<li>Train and develop team members</li>
<li>Assist with the sales and onboarding process of workspace and services offered by Saltbox</li>
<li>Engage with Saltbox Members, help problem solve, and provide them with logistical support.</li>
<li>Receive, unload, and place incoming inventory items appropriately.</li>
<li>Monitor delivery dock and welcome delivery trucks.</li>
<li>Process, package, and ship orders accurately and efficiently.</li>
<li>Track and document shipment arrival and departure times.</li>
<li>Ensure that the building is clean, safe, and fully operational and things are running efficiently in the warehouse, kitchen, and office space.</li>
</ul>
Requirements:
<ul>
<li>A people-first mindset—you're approachable, communicative, and genuinely enjoy helping others succeed</li>
<li>Experience leading teams, even informally; you know how to motivate, delegate, and bring out the best in others</li>
<li>Comfortable juggling both physical work and people interactions—you'll be lifting boxes one minute and giving a tour the next</li>
<li>Detail-oriented, especially when it comes to handling inventory, shipping, and member requests</li>
<li>Familiar with (or eager to learn) tools like Slack, Parsel, Shopify, or shipping platforms</li>
<li>Previous experience in warehousing, fulfillment, retail, or logistics is a strong plus—but if you've got hustle and heart, we'll train you</li>
<li>Ability to lift up to 50 lbs with reasonable accommodation</li>
</ul>
Are you ready to join a team that values your skills and experience? Saltbox is excited to offer an hourly position with a base pay range of $22.50-$24 per hour, depending on your location. We understand that the cost of living varies across different geographic markets, and we want to ensure that our compensation reflects that. 
If you're looking for an opportunity to grow and be valued as an hourly employee, we want to hear from you. Apply today and become a part of the Saltbox team!

Member Specialist Lead

<h3>Job Description</h3>
Job Description
Job Title: Member Services Representative (Benefits Specialist) 
Extended Hours **Differential Pay Added for Working Extended Hours**
Department: Member Services
The 32BJ Benefit Funds is growing, and we’re currently seeking mission-driven Benefit Specialists (Member Services Representatives) to join our team. We offer:
<ul>
<li>Competitive Salary coupled with a great work/life balance</li>
<li>Prime Location - Flatiron District in Manhattan (NYC)</li>
<li>Comprehensive Health Package including medical, dental &amp; vision coverage with no employee contribution to the premium for a family plan</li>
<li>Pension Benefitthat includes monthly employer contributions</li>
<li>Retirement Benefitthat includes 3% 401K employer contributions</li>
<li>Professional Coverage/Reimbursement includes Tuition Reimbursement Program</li>
<li>Paid Time Off including vacation, personal, and sick days</li>
<li>Federal Paid Holidays – Up to 11 days off with pay</li>
<li>And more...
<ul>
<li>Mission-driven, internal job growth opportunities</li>
</ul>
</li>
</ul>
Annual Salary Clarification: Non-Bilingual: $52,964.76**; Bilingual: $54,964.76** - Per Collective Bargaining Agreement (CBA)
FLSA Status: Non-Exempt (Eligible for OT per business needs)
Work Hours &amp; Shift: 35 Total (Tuesday-Friday 12:00pm-8:00pm and Saturday 9:00am-5:00pm)
**Differential Pay Added for Working Extended Hours**
 
About Us: 
Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 100,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues. 
For 2023 and beyond, 32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&amp;O, Azure, AWS, SQL, Snowflake, QlikView, and more. Through this technology investment, we have gathered and analyzed thousands of data insights to influence health insurance legislation and propose new health policy. Our efforts have galvanized many leaders and the consensus is there is plenty more work to be done. 
Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A
 Position Summary: After extensive paid training and under the supervision of the Member Services Call Center or Welcome Center Supervisor and MSR 2/3 Team, works as a Benefits Specialist for the Member Services Call Center or Welcome Center to assist participants with information for all the benefits offered by the Fund. 
 Essential Duties and Responsibilities: 
<ul>
<li>Collecting and analyzing data/information to resolve a problem in real time, at high volume standards.</li>
<li>Provide customer service to participants to resolve eligibility or Fund benefit issues.</li>
<li>Displayed proficiency in all processing systems: eligibility process, Health benefits and system, COOL/V3/DYNAMICS system, CRM/WF and vendor systems</li>
<li>Displayed proficiency in all Funds (Health, Pension, Legal, SRSP, Shortman).</li>
<li>Handling of inquiries through vendors, Medical, Optical, Pharmacy, Dental and Employee Assistance.</li>
<li>Follow workflows to resolve participant questions.</li>
<li>Representatives analyze and interpret customer phone and written correspondence.</li>
<li>Ongoing management of own inventory of work accumulated through Participant interactions/inquiries. These inquiries will involve customer complaints or inquiries on eligibility, enrollment, benefits and claims, and Pension related issues.</li>
<li>Operating computers with multiple information screens to research and resolve customer inquiries on line.</li>
<li>Representatives ensure that all processing meets or exceeds MSR Quality measurement objective and performance standards, including, but not limited to, handling and documentation.</li>
<li>Ability to effectively communicate to Participants.</li>
<li>Perform any other relevant, related or pertinent work or duties as requested or assigned.</li>
</ul>
 Qualifications: To perform the job satisfactorily, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. As well, the candidate must be free of any disciplinary actions. 
 Technical Skills: 
<ul>
<li>Strong computer skills.</li>
<li>Detailed knowledge of benefits as displayed in training and determined through subject matter exams utilizing OneView, vendor systems, COOL/V3/DYNAMICS and CRM processing system.</li>
<li>Ability to prioritize work and meet deadlines.</li>
<li>A demonstrated capability to manipulate and use multiple software programs and macros simultaneously including Excel, Microsoft Word, Windows and Outlook applications.</li>
<li>Strong analytical, problem solving and decision-making skills.</li>
<li>Excellent organizational and prioritizing skills.</li>
<li>Strong ability to multitask.</li>
<li>Various work schedules available. </li>
</ul>
 Interpersonal Skills: 
<ul>
<li>Strong oral and written interpersonal skills.</li>
<li>Demonstrated customer service orientation.</li>
<li>Ability to effectively operate in fast-paced work environment.</li>
<li>Excellent listening skills.</li>
<li>Detail oriented with excellent organization and communication skills.</li>
<li>Experience working directly with customers.</li>
</ul>
 Education and/or Experience: High School diploma, some college preferred; Health Care, Employee Benefits and/or Customer Service experience are strongly preferred. 
Bilingual Language Skills: Fluent in multiple languages is a plus, but not required. 
Reasoning Ability: Above average. 
Certificates, Licenses, Registrations: None 
 Work Hours &amp; Shift: 35 Total (Tuesday-Friday 12:00pm-8:00pm and Saturday 9:00am-5:00pm) **Differential Pay Added for Working Extended Hours** Work Hours &amp; Shift: 35 Total (Tuesday-Friday 12:00pm-8:00pm and Saturday 9:00am-5:00pm) **Differential Pay Added for Working Extended Hours**

Member Services Representative - Bilingual Spanish (Ext. Hours)

<h3>Job Description</h3>
Job Description
Job Title: Member Services Representative (Benefits Specialist) 
Department: Member Services
The 32BJ Benefit Funds is growing, and we’re currently seeking mission-driven Benefit Specialists (Member Services Representatives) to join our team. We offer:
<ul>
<li>Competitive Salary coupled with a great work/life balance</li>
<li>Prime Location - Flatiron District in Manhattan (NYC)</li>
<li>Comprehensive Health Package including medical, dental &amp; vision coverage with no employee contribution to the premium for a family plan</li>
<li>Pension Benefitthat includes monthly employer contributions</li>
<li>Retirement Benefitthat includes 3% 401K employer contributions</li>
<li>Professional Coverage/Reimbursement includes Tuition Reimbursement Program</li>
<li>Paid Time Off including vacation, personal, and sick days</li>
<li>Federal Paid Holidays – Up to 11 days off with pay</li>
<li>And more...
<ul>
<li>Mission-driven, internal job growth opportunities</li>
</ul>
</li>
</ul>
Annual Salary Clarification: Non-Bilingual: $52,763.36; Bilingual: $54,964.76 - Per Collective Bargaining Agreement (CBA)
FLSA Status: Non-Exempt (Eligible for OT per business needs)
Work Hours: 35 Total (Available shifts Monday-Friday 8:30am-6:00pm)
 
About Us: 
Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 100,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues. 
For 2023 and beyond, 32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&amp;O, Azure, AWS, SQL, Snowflake, QlikView, and more. Through this technology investment, we have gathered and analyzed thousands of data insights to influence health insurance legislation and propose new health policy. Our efforts have galvanized many leaders and the consensus is there is plenty more work to be done. 
Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A
 Position Summary: After extensive paid training and under the supervision of the Member Services Call Center or Welcome Center Supervisor and MSR 2/3 Team, works as a Benefits Specialist for the Member Services Call Center or Welcome Center to assist participants with information for all the benefits offered by the Fund. 
 Essential Duties and Responsibilities: 
<ul>
<li>Collecting and analyzing data/information to resolve a problem in real time, at high volume standards.</li>
<li>Provide customer service to participants to resolve eligibility or Fund benefit issues.</li>
<li>Displayed proficiency in all processing systems: eligibility process, Health benefits and system, COOL/V3/DYNAMICS system, CRM/WF and vendor systems</li>
<li>Displayed proficiency in all Funds (Health, Pension, Legal, SRSP, Shortman).</li>
<li>Handling of inquiries through vendors, Medical, Optical, Pharmacy, Dental and Employee Assistance.</li>
<li>Follow workflows to resolve participant questions.</li>
<li>Representatives analyze and interpret customer phone and written correspondence.</li>
<li>Ongoing management of own inventory of work accumulated through Participant interactions/inquiries. These inquiries will involve customer complaints or inquiries on eligibility, enrollment, benefits and claims, and Pension related issues.</li>
<li>Operating computers with multiple information screens to research and resolve customer inquiries on line.</li>
<li>Representatives ensure that all processing meets or exceeds MSR Quality measurement objective and performance standards, including, but not limited to, handling and documentation.</li>
<li>Ability to effectively communicate to Participants.</li>
<li>Perform any other relevant, related or pertinent work or duties as requested or assigned.</li>
</ul>
 Qualifications: To perform the job satisfactorily, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. As well, the candidate must be free of any disciplinary actions. 
 Technical Skills: 
<ul>
<li>Strong computer skills.</li>
<li>Detailed knowledge of benefits as displayed in training and determined through subject matter exams utilizing OneView, vendor systems, COOL/V3/DYNAMICS and CRM processing system.</li>
<li>Ability to prioritize work and meet deadlines.</li>
<li>A demonstrated capability to manipulate and use multiple software programs and macros simultaneously including Excel, Microsoft Word, Windows and Outlook applications.</li>
<li>Strong analytical, problem solving and decision-making skills.</li>
<li>Excellent organizational and prioritizing skills.</li>
<li>Strong ability to multitask.</li>
<li>Various work schedules available. </li>
</ul>
 Interpersonal Skills: 
<ul>
<li>Strong oral and written interpersonal skills.</li>
<li>Demonstrated customer service orientation.</li>
<li>Ability to effectively operate in fast-paced work environment.</li>
<li>Excellent listening skills.</li>
<li>Detail oriented with excellent organization and communication skills.</li>
<li>Experience working directly with customers.</li>
</ul>
 Education and/or Experience: High School diploma, some college preferred; Health Care, Employee Benefits and/or Customer Service experience are strongly preferred. 
Bilingual Language Skills: Fluent in multiple languages is a plus, but not required. 
Reasoning Ability: Above average. 
Certificates, Licenses, Registrations: None 
 Work Hours: 35 Total (Available shifts Monday-Friday 8:30am-6:00pm) Work Hours: 35 Total (Available shifts Monday-Friday 8:30am-6:00pm)

Member Services Representative - Bilingual Spanish (Reg Hours)

<h3>Job Description</h3>
Job Description
Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package, and an energetic, vibrant work environment. Visit our careers page on our website to view our exciting opportunities and our fantastic benefits.
We are currently seeking Member Service Specialists to join Kirtland CU in our Member Contact Center. Ths is a call-center position with hours of operation from 9:00 am - 6:00 pm, Monday-Friday &amp; 9:00 am - 3:00 pm on Saturdays. Schedules vary between those hours and this position requires in-office attendance at our Gibson location, 6440 Gibson Blvd. SE, Albuquerque, NM, 87108.
***SIGN ON BONUS OFFERED!***
Join the rest of our teammates and become eligible for a generous benefits package that we offer:
<ul>
<li>Medical, Dental and Vision Insurance</li>
<li>401(k) Retirement savings program that includes employer match.</li>
<li>Generous Paid Time Off (PTO) Package</li>
<li>Tuition Reimbursement for College Degrees</li>
<li>Employee Clothing Advance</li>
<li>Paid holidays: In addition to New Year's Day, Independence Day, Veterans' Day, Thanksgiving Day, Christmas Day, Memorial Day, and Labor Day, we also observe Martin Luther King Day, President's Day, Juneteenth, and Columbus Day.</li>
<li>Fitness Reimbursement Program</li>
<li>Employee Assistance Program</li>
<li>Short- and Long-Term Disability</li>
<li>Travel Assistance</li>
</ul>
This is what we'd like you to do:
Responsible for answering member inquiries via telephone, e-mail and fax while providing quality member service. Support the credit union's mission, vision, strategic goals, and service standards. Support and provide exceptional internal and external member service. Identify and provide appropriate deposit and loan product support.
These are what your duties and responsibilities will be:
<ul>
<li>Responsible for basic to intricate technical support and member questions, concerns and needs via incoming/outgoing telephone calls and through online delivery channels.</li>
<li>Provide technical support to include: a help desk function for all home banking, bill payment, and web-based applications. Assist members with online banking, bill payment and web-based applications.</li>
<li>Assist members with online banking, bill payment and web-based applications.</li>
<li>Provide answers to all member questions regarding statements, marketing materials, and all other communications sent through all channels.</li>
<li>Assist with onboarding and cross-selling source for all new members.</li>
<li>Provide courteous and responsive service by using basic service principles, use the appropriate greeting, call member by name, listen proactively, execute the proper transaction, meet, or exceed the member's needs, and thank member.</li>
<li>Process transactions with accuracy and deliver in a courteous timely manner. Transactions include loan payments, wires, transfers, and online banking support.</li>
</ul>
Assumes responsibility for related duties as required or assigned.
<ul>
<li>Assists other departments as necessary.</li>
<li>Performs related clerical duties as needed.</li>
<li>Support continuous quality improvement, including documenting and maintaining processes.</li>
<li>Promote teamwork within the department to ensure that all employees work together to satisfy the needs of the credit union and our members.</li>
<li>Actively and professionally cross sells Credit Union services.</li>
</ul>
Can you bring to the table:
<ul>
<li>Associate degree in business or related field preferred.</li>
</ul>
Required Knowledge:
<ul>
<li>Knowledge and familiarity with banking products, process and services strongly preferred.</li>
<li>Basic understanding of Credit Union Operations preferred.</li>
</ul>
Experience required:
<ul>
<li>One to three years of call center experience or banking experience in Teller Operations or Lending Platform preferred.</li>
<li>One to three years call center or customer service experience.</li>
</ul>
Skills/Abilities:
<ul>
<li>Strong interpersonal skills with the ability to work well with members and other employees.</li>
<li>Strong Member Service Skills.</li>
<li>Strong problem resolution skills.</li>
<li>Strong multi-tasking abilities.</li>
<li>Ability to work with a high degree of efficiency, accuracy, and self-accountability in a fast-paced environment.</li>
<li>Detail Oriented.</li>
<li>Proficient in Microsoft Office.</li>
</ul>
To apply for this position, visit our careers page at <a href="http://www.kirtlandcu.org/careers" target="_blank">www.kirtlandcu.org/careers</a>
Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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