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<h3>Job Description</h3>
Job DescriptionDescription:
** Up to $2,000 sign on bonus for external candidates depending on experience **
 
The mission of Oklahoma Central Credit Union is to make a difference in the lives of our employees, our members, and the communities we serve. We know we have to make a difference in the lives of our employees for them to make a difference for our members and communities.
 
Your role:
In your role as Member Relationship Specialist, you'll provide members with exceptional service and will be responsible for introducing members to new products, services, and consumer loans. You will open new accounts as well as maintain existing accounts and process member transactions.
 
In this role you will:
<ul>
<li>Interact with members and potential members to provide accurate and exceptional member service</li>
<li>Identify and resolve member service, loan and deposit account issues</li>
<li>Perform financial services to include originating loans, opening new accounts, IRAs, CDs, credit cards etc.</li>
<li>Cross-sell credit union products and services based on member needs</li>
<li>Balance daily transactions and assist in cash, merchandise, vault, recycler and ATM functions. Ensure appropriate records are maintained and required reports are prepared in timely manner</li>
<li>Contribute to branch and credit union’s goals and objectives</li>
<li>Handle member transactions such as deposits, withdrawals, money transfers etc.</li>
<li>Regularly communicate with members by placing outbound sales calls to advise of products and services that are beneficial to their financial well-being while further developing and deepening rapports</li>
<li>Maintain confidentiality and appropriately handle sensitive information</li>
</ul>
Benefits you can expect when you join Oklahoma Central Credit Union:
<ul>
<li>Competitive pay - Cha-ching!</li>
<li>Work-life balance - Your family, hobbies, and life outside of work are important to us!</li>
<li>401 (k) retirement plan - You contribute to our future, so we contribute to yours</li>
<li>Best-in-class healthcare coverage - Helping you stay healthy</li>
<li>Generous PTO and federal holidays - We prioritize what matters</li>
<li>Community Service - We believe in giving back to the community and you'll receive up to 40 hours of paid volunteer time off</li>
</ul>
Requirements:
Who we're looking for:
 
You’re a friendly person, a great communicator, and you enjoy helping people. You easily build and maintain positive long-term relationships. You naturally lead and influence others. You are detail oriented and know how to stay focused while juggling multiple tasks.
 
You'll need to have:
<ul>
<li>High school diploma, GED or higher</li>
<li>One or more years of similar experience in a financial institution</li>
<li>One or more years of customer service and/or sales experience; cross-selling products or services while maintaining productivity goals</li>
</ul>
Even better if you have:
<ul>
<li>Previous knowledge of XP2</li>
<li>Working knowledge of regulations relating to all Credit Union deposit products and loans</li>
<li>Excellent interpersonal skills as well as member service skills</li>
<li>Ability to identify areas of opportunity to cross-sell products and services to members</li>
<li>General math aptitude</li>
<li>Well-organized and attention to detail</li>
<li>Ability to consistently follow up with members</li>
<li>Strong computer skills including proficiency in Microsoft Office products</li>
<li>Ability to operate related computer applications and related business equipment</li>
</ul>
Oklahoma Central Credit Union is proud to be an Equal Opportunity Employer and Drug Free Workplace!

Member Relationship Specialist

<h3>Job Description</h3>
Job Description Description:If you are looking for a great place to work, and reach your potential, look toPeoples Security Bank &amp; Trust.We continue to grow and are always looking for the right people to join our team.#TeamPSBT
 
Our Commercial Loan Services Specialists are responsible for performing a variety of duties to support the commercial and corporate loan functions; coordinating work within the division, as well as with other divisions and departments; reporting pertinent information to the immediate supervisor; and responding to inquiries or requests for information.
 
Essential Duties:
 
<ul>
<li>Follows new loans from approval to closing, to ensure a timely, accurate and compliant process.</li>
<li>Researches, orders and collects necessary loan documentation and other information for pre-closings and closings.</li>
<li>Produces documentation between the Bank and customers through the completion of the loan closing, i.e. commitment letters, amendments, line of credit renewal letters, letters of credit, etc. </li>
<li>Distributes documentation and other related information to Loan Processing for timely entry into the system.</li>
<li>Follows up, suggests changes and completes any additional functions, including reviewing internally and attorney-prepared documents with regard to loans in process.</li>
<li>Ensures proper documentation is on file and kept current by managing and tracking various types of loans, i.e. construction and multiple advance lines of credit, draw down loans disbursing loan proceeds after closing, while paying attention to (among other things) maintaining the bank's lien position, qualified disbursement of funds, and compliance - that proper approvals are in place for disbursement and loan is in compliance with original terms of approval.</li>
<li>Provides customer support when necessary; makes contact with customers in order to complete loan processing.</li>
<li>Attends loan closings if requested.</li>
<li>Assists Commercial or Corporate Loan Officers as needed.</li>
</ul>
Benefits Offered to Peoples Security Bank Employees
**Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals**
<ul>
<li>Medical Plans</li>
<li>Dental Plan</li>
<li>Vision Plan</li>
<li>Life Insurance</li>
<li>Disability Insurance</li>
<li>401(K) Plan</li>
<li>ESOP Plan</li>
<li>Paid Time Off</li>
<li>Paid Holidays</li>
<li>Employee Assistance Program</li>
<li>Banking Classes</li>
<li>College Tuition Reimbursement</li>
<li>Internal Advancement Opportunities</li>
<li>Volunteer Time Off</li>
</ul>
Company Overview
 
Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team.
<ul>
<li>Integrity - it is our foundation, the basis of everything we do. We strive to be professional, honest, trustworthy, confidential, and respectful at all times.</li>
<li>Excellence – to do things better, exceeding expectations</li>
<li>Teamwork - working together for a common good, engaging our customers, coworkers, and partners</li>
<li>Efficient – we will strive to manage our expenses </li>
</ul>
We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us.
 
Peoples Security Bank and Trust Company is an Equal Opportunity Employer
 
Requirements:
 
Education/Training: A high school diploma or equivalent; specialized bank credit services education/training.
 
Skill(s): Must demonstrate strong communication skills; proficient analytical and mathematics skills; proficient interpersonal relations skills; demonstrated organizational skills; proficient PC skills, including Microsoft Word and Excel; thorough knowledge of all banking services; through knowledge of loan documentation and requirements for completion; proficient in all phases of loan processing, including credit and compliance calculation and testing. 
 
Experience: A minimum of one (1) year of related experience normally required based on the “General Responsibilities” and “Essential Duties”.
 
PI956b74a1e0d8-25405-38121582

Commercial Loan Services Specialist I

<h3>Job Description</h3>
Job Description
Job Title: Business Services Relationship Specialist Job Status: Full-Time FLSA Status: Non-Exempt
 
JOB DESCRIPTION Do you have a passion for customer service and building relationships? Do you enjoy finding solutions that help businesses operate more efficiently? The Business Services Relationship Specialist partners with business owners to do just that.
The Business Relationship Specialist works with both the retail and lending departments to provide a well-rounded suite of products for their customers. Providing solutions to aid in ACH processing, Remote Deposit, Positive Pay, Cash Management, Payment Processing, and other financial innovations.
Essential Functions
To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be provided to help qualified individuals with disabilities perform the essential functions.
<ul>
<li>Represent and promote the company through participation in community events, civic/philanthropic groups, industry-specific forums, and meetings, ensuring the expansion of relationships, networks, and referral sources.</li>
<li>Build strong relationships with business owners, gaining an understanding of their needs and recommending financial solutions to help improve their daily operations.</li>
<li>Demonstrate strong working knowledge of company products, services, policies, and procedures, continually deepening your knowledge of trends, practices, and services within the competitive landscape.</li>
<li>Utilize sales and relationship management tools to identify and refer current and prospective clients, as well as maintain frequent contact.</li>
<li>Effectively partners with other team members and departments to deliver a full complement of business services.</li>
<li>Assist in the underwriting and preparation of business service products to be submitted for approval and onboard the originator on all platforms.</li>
<li>Be a member of the Business Services support team, which will include but not limited to working with business customers to troubleshoot issues either on-site or virtually. </li>
<li>Exhibits interpersonal and communication skills, providing an environment of open and authentic communication.</li>
<li>Adhere to all company service standards, serving as an example to other team members, as well as to our customers.</li>
<li>All other duties as assigned.</li>
</ul>
Competencies
1. Communication
2. Relationship Management
3. Critical Evaluation
4. Consultation
5. Business Acumen
6. Ethical Practice
7. Customer Service
8. Sales Acumen
Supervisory Responsibility
This position has no direct supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers and smartphones.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk and hear.
Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.
Position Type/Expected Hours of Work
Some flexibility in hours is allowed, but the employee must be available during the "core" work hours of 8:00 a.m. to 4:30 p.m. Occasional evening and weekend work may be required as job duties demand.
Travel
Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.
Required Education and Experience
1. High School Diploma or Equivalent
2. Proficient in Microsoft Office
3. Able to Quickly Learn New Software
4. Valid Driver’s License
Preferred Education and Experience
1. 3 Years Sales Experience, With 1 Year Troubleshooting/Customer Care Experience
2. 1 Year Current Banking Experience
Please note that training will be provided in relation to banking procedures, auditing functions, product knowledge, and overall process.
We understand that benefits matter – we offer a competitive benefit package for all full-time employees which includes:
<ul>
<li>A workplace built on respect, integrity, and balance</li>
<li>Medical, Dental, Vision Insurance coverage options</li>
<li>401(k) Plan + Company Match</li>
<li>Competitive Pay starting at $20.00/hr</li>
<li>Career growth and opportunities for promotions</li>
<li>Paid Time Off, Holiday Pay, and Sick Time</li>
<li>Training for Professional and Career Development</li>
<li>Generous parental leave</li>
<li>Potential for annual performance bonus</li>
<li>Potential referral incentives</li>
</ul>

Additional Eligibility Qualifications Work Authorization/Security Clearance (if applicable)
AAP/EEO Statement Legence Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, age, disability, protected veteran status, or any other characteristics protected by law.
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 of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Business Services Relationship Specialist

<h3>Job Description</h3>
Job Description
Established and busy The UPS Store located in Greer SC is looking to hire a Customer Service / Print Specialist Team Member. Part-time, or full time&nbsp;positions are&nbsp;available.
The Customer Service / Print Specialist Team Member delivers world-class guest service to all retail guest, including business owners, corporate professionals, and busy families.
Job Description:
<ul>
<li>Packs and processes shipments for local, national, and international delivery using a variety of carriers and also manages and produces print orders.</li>
<li>Operate copiers, wide format printers, fax machines, binding equipment, roll laminators, and cash registers, among other daily tasks.</li>
<li>Expertly advises our valued guest by providing accurate information on our array of products, services, and best-value options and exhibits confidence by knowing best practices related to the industry.</li>
<li>Assist in Create, Design, and consult with guest concerning an array of print media from business cards, flyers, posters, banners, and various services.</li>
</ul>
The ideal candidate has at least one year of customer service experience, experience in a print production setting, experience with Adobe Creative Suite and Microsoft Office, knowledge of printing concepts, a friendly and genuinely helpful demeanor, and a professional appearance. He or she is driven to succeed and is an energetic self-starter and team-player who is trustworthy and a fast learner.
Company DescriptionThe UPS Store 0232, The UPS Store 7471 
<h3>Company Description</h3>
The UPS Store 0232, The UPS Store 7471

Customer Service Representative/ Print Specialist Team Member

<h3>Job Description</h3>
Job DescriptionDescription:
JOB SUMMARY: The Intellectual/Developmental Disabilities (I/DD) Eligibility Specialist works under the direction of the Social Services Supervisor for I/DD providing coordination of services for persons experiencing intellectual and/or developmental disabilities. Like the I/DD Services Coordinators, the Eligibility Specialist assesses needs, facilitates services planning, makes referrals, and authorizes services for individuals with intellectual and developmental disabilities, working closely with program participants, guardians, and families. The Eligibility Specialist also coordinates services with local and statewide governmental entities, community partners, independent providers, and provider agencies, and interacts with applicants for I/DD services, individuals with I/DD, guardians, and families, CDDPs, eligibility specialists, schools, mental health providers, medical providers, local and statewide governmental entities, community partners, and others.
 
ESSENTIAL FUNCTIONS:
<ul>
<li>Coordinates the I/DD eligibility application process for the County. Assists individuals, guardians, and families in completion of the I/DD eligibility application;</li>
<li>Completes intakes with I/DD eligibility applicants;</li>
<li>Requests and gathers documentation required for I/DD eligibility determination;</li>
<li>Reviews documentation and makes eligibility determinations by utilizing guidelines provided by the Oregon Administrative Rules and the Seniors and People with Disabilities Services Division;</li>
<li>Completes redeterminations of eligibility, as required;</li>
<li>Assists individuals in identifying service options;</li>
<li>Competes all aspects of eligibility process within timelines specified in Oregon Administrative Rules;</li>
<li>Consults with the I/DD Program Manager to determine the assignments of individuals to services coordinators’ caseloads. Communicates timelines for the initial delivery of I/DD services to assigned services coordinators;</li>
<li>Assures individual choice of case management and service delivery/setting;</li>
<li>Maintains a date tracking system for I/DD eligibility determinations and process steps;</li>
<li>Facilitates transfers of individuals’ services between counties and/or CMEs, including transfer and review of eligibility documentation and case files, as required;</li>
<li>Provides education and outreach related to I/DD eligibility and services to individuals, guardians, families, community partners, providers, schools, agencies, and others;</li>
<li>Provides I/DD services coordination support as needed;</li>
<li>Acts independently in the community and promotes a positive image of the county, the Intellectual/Developmental Disabilities Program, and BestCare Treatment Services;</li>
<li>Protects confidentiality and client rights of all program participants of BestCare Treatment Services at all times, in accordance with HIPAA, regulations, and BestCare’s policies and procedures;</li>
<li>Serves as liaison between the agency and community or other County personnel; provide high level technical information and referral expertise and service relating to the program; make presentations to community groups and provide program training to staff, volunteers, etc. and assists the program supervisor in meeting the needs of the community;</li>
<li>Completes documentation within agency stated timelines;</li>
<li>Performs other related duties as assigned.</li>
</ul>
ORGANIZATIONAL RESPONSIBILITIES:
<ul>
<li>Performs work in alignment with BestCare’s mission, vision, values and professional code of ethics;</li>
<li>Supports the organization’s commitment to fostering and maintaining a culture of inclusivity, equity, open-mindedness, cultural awareness, compassion, and respect for all individuals; </li>
<li>Strives to meet Program/Department goals and supports the organization’s strategic goals;</li>
<li>Adheres to the organization’s Code of Conduct, Business Ethics, Employee Handbook, and all other relevant policies, procedures, and other compliance needs;</li>
<li>Understands and maintains professionalism and confidentiality per HIPAA, 42 CFR, and Oregon Statutes;</li>
<li>Attends required program/staff meetings and completes assigned training timely and satisfactorily;</li>
<li>Ensures that any required certifications and/or licenses are kept current and renewed timely;</li>
<li>Works independently as well as participates as a positive, collaborative team member;</li>
<li>Performs other organizational duties as needed.</li>
</ul>
 
REQUIRED COMPETENCIES: Must have demonstrated competency or ability to attain competency for each of the following within a reasonable period
<ul>
<li>Meets Eligibility Specialist training requirements, including completion of eligibility core competency training, with demonstrated competency and completes 20 hours per year of Department sponsored training or other training in the areas of intellectual or developmental disabilities;</li>
<li>Knowledge of the public system for Developmental Disability Services in Oregon is required. Must be familiar with Oregon Administrative Rules governing services to persons with intellectual/developmental disabilities;</li>
<li>Must have a working knowledge of the public service system for adults and children with intellectual or developmental disabilities in Oregon; </li>
<li>Ability to work effectively and respectfully in a diverse, multi-cultural environment;</li>
<li>Must have demonstrated skills in developing cooperative and collaborative efforts with providers, families, advocates, and persons with developmental disabilities. Must have interpersonal skills necessary to assist and advocate for program participants in group and individual settings;</li>
<li>Proficiency in MS Office 365 (Word, Excel, Outlook), EHR platform, databases, virtual meeting platforms, internet, and ability to learn new or updated software;</li>
<li>Strong interpersonal and customer service skills;</li>
<li>Excellent communication skills (oral and written);</li>
<li>Strong organizational skills and attention to detail, accuracy, and follow-through;</li>
<li>Excellent time management skills with a proven ability to meet deadlines;</li>
<li>Critical thinking skills;</li>
<li>Ability to maintain strict confidence as required by HIPAA, 42 CFR, and Oregon Statutes;</li>
<li>Ability to build and maintain positive relationships;</li>
<li>Ability to function well and use good judgment in a high-paced and at times stressful environment;</li>
<li>Ability to manage conflict resolution and anger/fear/hostility/violence of others appropriately and effectively;</li>
<li>Ability to work independently as well as participate as a positive, collaborative team member.</li>
</ul>
Requirements:
QUALIFICATIONS:
EDUCATION AND/OR EXPERIENCE REQUIREMENTS:
<ul>
<li>Bachelor’s degree in behavioral science, social science, or closely related field plus 1 year of human services-related experience or</li>
<li>Associate’s degree in behavioral science, social science, or closely related field plus 3 years of human services-related experience</li>
<li>Experience working with individuals with intellectual or developmental disabilities </li>
<li>For individuals recovering from the disease of addiction, must have maintained continuous sobriety for the previous two years at the time of hire </li>
</ul>
LICENSES AND CERTIFICATIONS:
<ul>
<li>Must maintain a valid Oregon Driver License or ability to obtain one upon hire, and be insurable under the organization’s auto liability coverage policy (minimum 21 years of age and with no Type A violations in the past 3 years, or three (3) or more Type B violations), must have a reliable vehicle with adequate insurance to travel, and ability to travel locally and out of the area, as needed</li>
</ul>
PREFERRED:
<ul>
<li>Bachelor’s degree in behavioral science, social science, or a closely related field is preferred</li>
<li>Bilingual in English/Spanish a plus</li>
</ul>

IDD Services Eligibility Specialist

<h3>Job Description</h3>
Job DescriptionDescription:
Join one of the most innovative, forward-thinking law firms in the country. As a Concierge and Client Services Specialist on the Saxton &amp; Stump team, you’ll be joining a culture of excellence and teamwork, mixed with a strong focus on investing in our team and the community. We understand that the new legal environment requires a different type of approach to all aspects of the business, and we’ve built that into the way we recruit, the way we structure our team, and the way we value customer service.
 This individual will ensure that clients have an exceptionally positive experience when working with our organization. This role is highly visible, often serving as the first point of contact between Saxton &amp; Stump and clients visiting or calling our offices. The selected candidate will have a significant impact on the overall client experience and the perception of our brand. A portion of time will be dedicated to administrative support for the firm’s attorneys.
 Responsibilities
 Concierge and Administrative tasks
<ul>
<li>Back up for Front desk coverage daily: greet clients and visitors with a smile and ensure five-star hospitality is provided during the visit </li>
<li>Provide legal administrative support to attorneys and paralegals to include but not limited to expense reports, uploading legal documents to iManage (electronic filing system), scanning projects, document preparation and assembly of workbooks, and other administrative tasks as assigned</li>
<li>Process incoming and outgoing mail and packages daily</li>
<li>Assist Concierge Services Manager with scheduling conference rooms and communicating effectively with all team members to ensure schedule coordination.</li>
<li>Place catering orders for food, beverages, and refreshments as necessary and set up/clean up meeting rooms accordingly.</li>
<li>Prepare all meeting rooms with proper equipment, technology, and accessories.</li>
<li>Provide overall office management, such as ordering office supplies and maintaining public spaces, including conference rooms, lobby, and breakrooms.</li>
<li>Support File Specialist with file maintenance, including file room organization, closing and thinning files as backup support when needed</li>
<li>Answer and direct incoming calls on a multi-line phone system and assist with responding to inquiries.</li>
<li>Daily errand runs to Courthouse, post office and other locations daily.</li>
<li>Some planning for events and firm functions</li>
</ul>
Requirements:
Skills/Experience
<ul>
<li>High energy and genuine enthusiasm for achieving five-star internal and external client service.</li>
<li>Demonstrate the ability to think strategically, anticipate work needs and find solutions to overcome obstacles independently.</li>
<li>Tech-savvy with the ability to learn new systems and processes quickly.</li>
<li>Demonstrated ability to communicate confidently and collaborate with individuals at all levels of the organization.</li>
<li>Must be well-organized and detail-oriented with excellent written and verbal communication skills and maintain a positive attitude.</li>
<li>Must have excellent time management skills.</li>
<li>Ability to work independently and in a team setting.</li>
<li>Friendly and welcoming attitude, with the spirit to serve.</li>
<li>Ability to multi-task and work within deadlines.</li>
<li>Ability to troubleshoot and proactively provide solutions to overcome obstacles</li>
<li>Successfully navigate a fast-paced professional services environment and prioritize and adapt to changing workload demands.</li>
<li>Self-motivated and proactive, recognizing tasks that need to be completed and willing to complete them with a positive attitude.</li>
</ul>
Qualifications/Requirements
<ul>
<li>1-3 years of experience in a professional environment is preferred</li>
<li>Ability to be flexible to the needs of the firm based on events. May require some evenings and weekend hours at times</li>
<li>Legal administration or related field preferred</li>
<li>Proficiency in Windows 10 and Microsoft Office, including Word, Excel, PowerPoint, Outlook, and Teams</li>
<li>Familiar and comfortable with video conferencing software (Microsoft Teams, Zoom, or similar) – preferred but not required</li>
<li>Reliable transportation and ability to run errands as needed</li>
</ul>
Compensation
Salary is negotiable, Saxton &amp; Stump offers a competitive salary, as well as a comprehensive benefits package, including medical, dental, and vision insurance, a 401k plan, and the opportunity for professional growth.
Who We Are
Join one of the most innovative, forward-thinking law firms in the country. As a member of the Saxton &amp; Stump team, you’ll be joining a culture of excellence and teamwork, mixed with a strong focus on investing in our team and the community. We understand that the new legal environment requires a different type of approach to all aspects of the business, and we’ve built that into the way we recruit, the way we structure our team, and the way we value customer service. Apply today and be a part of the future of legal and consulting services.

Concierge/Client Services Specialist

<h3>Job Description</h3>
Job Description
Member Resource Phone Specialist / Call Center
Are you ready to join a team that is committed to hardworking Kentuckians? 
If so, Abound Credit Union might be the place for you! 
We are driven by our selfless dedication to members and community. We create a connected, learning-driven, and fun environment that fuels our passion to inspire financial wellness. We do that by sharing our knowledge, strength, and accessibility to provide market-leading value that makes more possible for our members.
Here at Abound Credit Union, culture is a big deal. We roll up our sleeves each day to make this an awesome place to work. We want to bring great things to our communities, be awesome to each other, ready for whatever comes our way, and are hungry to learn and grow as people and professionals. Our best is built from the inside out.
Abound Credit Union is now hiring friendly, enthusiastic, and just overall awesome personalities to serve as a resource for our member’s financial needs via phone, mail, or electronic service.
What You’ll Do:
<ul>
<li>Answer incoming phone calls and provide member as much resolution as possible.</li>
<li>Promote Credit Union products and services based on member needs.</li>
<li>Open member accounts, resolve issues, and handle the member’s daily needs.</li>
</ul>
**Full job description will be provided if you are selected for an interview.
What We Need:
<ul>
<li>Minimum of a high school diploma or equivalent.</li>
<li>Ability to effectively communicate Credit Union products and services.</li>
<li>Self-motivated and enthusiastic with a willingness to support others on your team.</li>
<li>Maintain a professional and friendly demeanor.</li>
<li>Ability to proficiently operate a computer, calculator, and copier.</li>
<li>Customer service experience and specialized financial courses a plus!</li>
</ul>
Our Benefits:
<ul>
<li>Great Salary</li>
<li>Pension</li>
<li>Health, Dental, Vision and Other Insurance Coverage</li>
<li>Paid Personal Time Off</li>
<li>Paid Holidays</li>
<li>Life Insurance</li>
<li>Short and Long-Term Disability</li>
<li>401(k) with matching funds</li>
<li>Tuition Reimbursement</li>
<li>HSA, FSA, and Dependent Care Spending Accounts</li>
</ul>
Salary Info:
$17.12 - $21.40 / hour

Member Resource Phone Specialist / Call Center

<h3>Job Description</h3>
Job Description
Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. 
Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: 
<ul>
<li>Full-time employees receive 100% paid health, dental &amp; vision insurance</li>
<li>Earn incentives up to 15%, depending on position</li>
<li>401K plan with employer matching funds up to 5%</li>
<li>Profit Sharing</li>
<li>Tuition reimbursement</li>
<li>Gym membership reimbursement</li>
<li>Paid time off for holidays, vacation, and sick days</li>
<li>Credit Union West membership and discounts</li>
</ul>
 
Be part of our award-winning team!
 
POSITION SUMMARY
Enhances the quality of life for our members by embracing the organization’s mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed.
ESSENTIAL FUNCTIONS &amp; RESPONSIBILITIES
• Sales and Service – Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed.
• New Account and Member Maintenance – Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed.
• Resource and Branch Support – Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed.
• Performs other duties as assigned.
QUALIFICATIONS &amp; REQUIREMENTS
EDUCATION: A high school diploma or G.E.D.
EXPERIENCE: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday – Saturday 8am to 6pm. NMLS required. Bilingual preferred.
SKILLS &amp; COMPETENCIES
• Live the mission, vision, and core values of the credit union.
• Able to communicate effectively and tactfully with employees and members both orally and in writing.
• Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
• Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
• Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
• Thorough knowledge and understanding of organization’s Employee Handbook and policies.
• Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets &amp; Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Member Loan Specialist

<h3>Job Description</h3>
Job DescriptionBenefits: 
<ul>
<li>401(k) matching</li>
<li>Competitive salary</li>
<li>Dental insurance</li>
<li>Employee discounts</li>
<li>Health insurance</li>
<li>Paid time off</li>
<li>Vision insurance</li>
</ul>
 The Member Support Specialist plays a vital role in delivering a world-class customer experience to Freedom Boat Club members. This position is responsible for assisting members with their inquiries, supporting their boating needs, and ensuring a seamless and enjoyable club experience. The Member Support Specialist acts as the primary point of contact for members, providing information, resolving issues, and coordinating with other departments to keep members boating. JOB DUTIES/RESPONSIBILITIES: 
<ul>
<li>Serve as the first point of contact for member inquiries via phone, email, and in-person interactions.</li>
<li>Assist members with reservations, scheduling, and general questions about club operations.</li>
<li>Provide clear and accurate information about club policies, boat usage, safety procedures, and membership benefits.</li>
<li>Address and resolve member concerns or complaints promptly and professionally, escalating issues as needed.</li>
<li>Coordinate with service, dock, and operations teams to ensure boats are ready and available for member use.</li>
<li>Support onboarding of new members, including orientation and training on club procedures and boat operation basics.</li>
<li>Maintain accurate records of member interactions and feedback to help improve club services.</li>
<li>Support Accounting Department with particular focus on member fuel billing, FBC+ billing and amenity boat billing</li>
<li>Participate in post-experience follow-up to ensure member satisfaction and encourage ongoing engagement.</li>
<li>Assist with club events, communications, and member engagement initiatives as needed.</li>
<li>Additional duties as assigned by Management.</li>
</ul>
REQUIREMENTS: 
<ul>
<li>Strong customer service, communication skills and phone etiquette.</li>
<li>Ability to handle multiple tasks and prioritize effectively in a fast-paced environment.</li>
<li>Problem-solving skills and a positive, team-oriented attitude.</li>
<li>Familiarity with boating or marine industry experience is a plus, but not required.</li>
<li>Be proficient with the Microsoft Office suite with an emphasis on MS Excel</li>
<li>Accounts Payable / Accounts Receivable experience a plus. QuickBooks experience preferred but not required.</li>
<li>Consistently treats customers and coworkers with dignity and respect</li>
<li>Shows resolve and overcomes difficulties in a positive and productive manner</li>
<li>Willingness and ability to learn new technologies and troubleshoot tech problems when they arise.</li>
<li>Uses technology to increase productivity and keeps technical skills up to date.</li>
</ul>

14,516 Member Services Specialist Jobs