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Universal Service Representative Salary in USA

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Asset Protection Service Representative - Canyon Ridge
Old Navy, Kent
About Old Navy Forget what you know about old-school industry rules. When you work at Old Navy, you’re choosing a different path. From day one, we’ve been on a mission to democratize fashion and make shopping fun again. Our teams make style accessible to everyone, creating high-quality, must-have fashion essentials for the whole family, with love, season after season. We opened our first store in 1994 in San Francisco and have been on a roll ever since. We cultivate a community of playful personalities that thrive in a fast-paced environment where our employees can be their most authentic selves. Here, we’re family.About the RoleIn this role, you will embody our value of Doing The Right Thing by protecting People, Assets, and Brands. You will work in a energized, fast paced environment focused on creating a safe environment for our employees, teams, and customers; this is critical to driving our Brand power, enduring customer relationships, and exuding our commitment to team and values. You'll need to understand the big picture strategy and work with cross-functional teams and external partners.What You'll Do* Provides a high level of visible, overt presence to prevent loss and safety issues.* Helps drive a low risk culture and contributes to shortage reduction efforts by providing a visible presence on the sales floor.* Greets customers and provides service.* Maintains Physical Security of the store.o Assists leadership in proper handling of escalated customer situations.o Assists Asset Protection Coordinators during external shoplifting apprehensions.o Collects and communicates loss and safety related intelligence to stores and Asset Protection leaders.* Creates and maintains awareness by promoting available resources to your business partners (Open Door Policy, Code of Business Conduct Hotline, Brand Protection Program, Safety trainings, etc.).* Promotes and supports awareness of store safety standards as they relate to security and safety procedures (Code Adam, active threat, emergency procedures, downtime boxes, equipment, etc.).​Who You Are* The Asset Protection Service Representative's primary responsibility is to ensure the safety of all store employees and customers and to support the shortage reduction efforts by providing a strong visible presence in the store.* They are responsible for monitoring the customer entrance/exit.* They work closely with store leaders and other Asset Protection personnel to ensure all Asset Protection initiatives are compliant to Brand standards while maintaining a strong focus on customer service.* Experience in customer service and/or a high-pressure, multitask environment to drive results, coach, and collaborate.* Strong communication and interpersonal skills, including the ability to negotiate and build consensus across multiple stakeholders and functions.* Ability to actively learn and immediately apply learnings into decisions and behaviors. Ability to manage and prioritize their time; able to multitask.Benefits at Old Navy Merchandise discount for our brands: 50% off regular-priced merchandise at Old Navy, Gap, Banana Republic and Athleta, and 30% off at Outlet for all employees. One of the most competitive Paid Time Off plans in the industry.* Employees can take up to five “on the clock” hours each month to volunteer at a charity of their choice.* Extensive 401(k) plan with company matching for contributions up to four percent of an employee’s base pay.* Employee stock purchase plan.* Medical, dental, vision and life insurance.* See more of the benefits we offer. *For eligible employeesGap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity.Hourly Range: $16.28 - $17.30 USDEmployee pay will vary based on factors such as qualifications, experience, skill level, competencies and work location. We will meet minimum wage or minimum of the pay range (whichever is higher) based on city, county and state requirements.US CandidatesPlease note that effective, June 30, 2022, Gap Inc. will no longer require any of its employees to wear face masks or require proof of COVID vaccination, unless required by local or state/provincial mandates or as part of Gap Inc's quarantine guidelines after being exposed to or testing positive for COVID. Therefore, please disregard any language in any job posting that refers to Gap Inc.'s face mask and proof of vaccination policy as said policy is no longer effective.
Service Representative - Car Wash - Tennessee Marketplace
DuBois Chemicals, Sharonville
It's fun to work in a company where people truly BELIEVE in what they are doing!We're committed to bringing passion and customer focus to the business.JOB DESCRIPTION:Car Wash - Capable of servicing car wash systems, pumps, wash and rinse arches, and chemical systems.ESSENTIAL FUNCTION:• Inspect and test chemical application systems, as well as wash equipment for proper function, troubleshooting any issues and making repairs or adjustments.• Manage multiple customer sites across given geography that utilize our chemicals.• Ensure the customer is adequately trained in proper operation of chemicals and equipment.• Consistent service of car wash equipment (repair/maintenance), replacement installations, chemical testing, inventory management, and providing customer with value-add personal service.• Ability to complete reports regarding onsite inspections and notify site and corporate leaders on issues or corrective actions.• Demonstrate a strong technical aptitude by resolving customer's technical challenges and assisting with improving processes.• Effectively communicate (phone, virtually, face to face) and work collaboratively with customers and team members, as well as other cross functional support employees.• Maintain a constant focus on work and vehicle driving safe habits.• Travel to assigned customer sites to provide superior service.• Must be able to perform the essential functions of this position with or without reasonable accommodations.MINIMUM POSITION QUALIFICATIONS:• 2+ years Mechanical, Chemical, or Industrial experience preferred.• Mechanical Aptitude in electrical and pipefitting preferred.• Ability to work remotely on installations for up to 2 weeks.• Ability to work overtime including evenings and weekends.• Strong time management skills with an attention to detail• Excellent oral and written communication skills.• Ability to manage shifting priorities/change in a fast-paced environment.• Proficient in performing technical/mechanical on-site maintenance and testing.• Ability to work independently with minimal supervision as well as on a team.• Proficient in Microsoft Office.• Must possess a valid driver's license and clean driving record.• Ability to travel up to 30% including some overnight travel.DuBois provides equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, gender expression, genetic information, service in the military, veteran status, or any other protected status in accordance with applicable federal, state, and/or local law and/or regulation.
Service Representative - Car Wash - Maryland Marketplace
DuBois Chemicals, Sharonville
It's fun to work in a company where people truly BELIEVE in what they are doing!We're committed to bringing passion and customer focus to the business.JOB DESCRIPTION:Car Wash - Capable of servicing car wash systems, pumps, wash and rinse arches, and chemical systems.ESSENTIAL FUNCTION:• Inspect and test chemical application systems, as well as wash equipment for proper function, troubleshooting any issues and making repairs or adjustments.• Manage multiple customer sites across given geography that utilize our chemicals.• Ensure the customer is adequately trained in proper operation of chemicals and equipment.• Consistent service of car wash equipment (repair/maintenance), replacement installations, chemical testing, inventory management, and providing customer with value-add personal service.• Ability to complete reports regarding onsite inspections and notify site and corporate leaders on issues or corrective actions.• Demonstrate a strong technical aptitude by resolving customer's technical challenges and assisting with improving processes.• Effectively communicate (phone, virtually, face to face) and work collaboratively with customers and team members, as well as other cross functional support employees.• Maintain a constant focus on work and vehicle driving safe habits.• Travel to assigned customer sites to provide superior service.• Must be able to perform the essential functions of this position with or without reasonable accommodations.MINIMUM POSITION QUALIFICATIONS:• 2+ years Mechanical, Chemical, or Industrial experience preferred.• Mechanical Aptitude in electrical and pipefitting preferred.• Ability to work remotely on installations for up to 2 weeks.• Ability to work overtime including evenings and weekends.• Strong time management skills with an attention to detail• Excellent oral and written communication skills.• Ability to manage shifting priorities/change in a fast-paced environment.• Proficient in performing technical/mechanical on-site maintenance and testing.• Ability to work independently with minimal supervision as well as on a team.• Proficient in Microsoft Office.• Must possess a valid driver's license and clean driving record.• Ability to travel up to 30% including some overnight travel.DuBois provides equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, gender expression, genetic information, service in the military, veteran status, or any other protected status in accordance with applicable federal, state, and/or local law and/or regulation.
Universal Service Representative
BluPeak Credit Union, Berkeley
Universal Service RepresentativeUS-CA-BerkeleyJob ID: 2024-1686Type: Regular Full-Time# of Openings: 1Category: Retail (Branches)Berkeley BranchOverviewUnder the direction of the Branch Manager, is responsible for meeting operations and sales objectives, and building and retaining loyal member relationships by meeting members’ financial needs and providing unbeatable service experience. Accepts cash and check deposits; accurately and efficiently processes withdrawals and cashes checks within authority level. Perform required maintenance for members. Proactively participates in the cross selling of credit union products and services, including achieving specific consumer loan referral goals. Promotion to higher grade level based on expertise and proficiency in job duties and sales performance. ResponsibilitiesGreet and welcome members to the credit union in a courteous and professional manner, adhering to BluPeak’s culture in order to lead and model delivering a stellar member service experience.Performs operational duties in the branches as assigned:Maintain a teller drawer and processes cash and check deposit in accordance to credit union policies and procedures.Processes withdrawal requests in accordance to credit union policies and procedures.Posts loan payments and general ledger transactions.Processes member telephone transfers, check requests, mail, email, night drop and quik drop transactions. Answers the telephone, directs calls to the appropriate person and/or takes messages, and quotes current BluPeak savings rates / terms and refers applicants to the Loan Call Center to receive consumer loan rates and terms.Partners with the Loan Call Center to support loan origination and processing activitiesAccurately balances cash drawer in required time frame.Provides unbeatable service experience adheres to the credit union’s quality service standards.Perform a variety of file maintenance duties, including but not limited to: files daily transaction documents, member correspondences, bank recaps, IRAs, decedent accounts, trust certifications, and POAs.Works efficiently with team members to reach branch goals and maintain branch profitability.Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security practices.Remains up-to-date and knowledgeable on credit union products, services, and related policies, procedures, rules and regulations.Provides an unbeatable technology-first service experienceAdheres to the credit union’s quality service standards, including solving member issues with in-branch technology and maintains service excellence in keeping with vision statement of the credit union. Performs sales duties in the branches as assigned:Cross-sells all products and services to meet member needs and achieve corporate relationship building objectives.Performs sales duties in branch to meet each member’s individual financial needs.Establishes new memberships, including checking and savings accounts, term accounts, IRA's, online banking.Attains sales goals as assigned; identifies, acquires and grows new and existing consumer loan portfolio. Must meet production volume as designated.Establishes and maintains strong referral relationships with members.Develops strong telephone calling program from internal lists and targeted prospects.Initiates referrals, and constantly prospects for new referral relationships and new members.Maintains the required knowledge of policies and procedures, laws and regulations and other compliance requirements that pertain to the deposit and lending functions.Assists team members to ensure continuity of service and achievement of individual, team and organizational business goals.Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security and privacy practices.Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union.Comply with all Anti Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate completion of CTR screens and alerts, member due diligence, accurate OFAC match processing, proper identification of individuals in alignment with the Member/Customer Identification Program, and reporting of unusual activity.Performs other duties as assigned.QualificationsHigh school diploma or general education degree (GED); and two or more years related banking positions required. Sales experience and/or training required.New accounts experience preferred.Must have strong cash handling, sales and customer service skills.Ability to sell products and services effectively and meet goals.Ability to build & maintain relationships with internal and external members.Must be able to multi-task & be detailed-oriented.Ability to communicate effectively in both written and oral form.Must possess the ability to use loan origination systems, contact management software and database use.Requires general knowledge of computer network and other Microsoft Office applications.Must possess strong interpersonal skills, good phone and e-mail etiquette, a professional presentation and a high degree of personal initiative.Must be able to work branch operations hours.BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Employment may be contingent upon BluPeak Credit Union’s receipt of an acceptable and job-related background check, drug screen, credit check and vaccine verification, as applicable and permissible by law. BluPeak Credit Union is committed to the safety and wellbeing of our employees and their families; our members and visitors; and the community at large. In accordance with our duty to provide and maintain a workplace that is free of known hazards, we are requiring that employees must have received or be willing to receive the COVID-19 vaccine. BluPeak Credit Union continues to monitor the pandemic following CDC guidelines, federal state and local laws. Policies continue to be adjusted as new information emerges. BluPeak Credit Union is committed to working and provide reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources. PM17PI239070728
Service Representative - Columbus, OH
DuBois Chemicals, Columbus
It's fun to work in a company where people truly BELIEVE in what they are doing!We're committed to bringing passion and customer focus to the business.LOCATION: This role is located in the Columbus, OH region POSITION SUMMARY:DuBois Chemicals is looking for a high performing Technical Service Representative to support our specialty chemical applications with emphasis for Food & Beverage, Water Treatment, Metalworking, and Surface Finishing. Fleetwash experience a plus. Candidates should currently reside in Columbus, OH region. DuBois is committed to ecologically, responsible chemistry, and is continuing to develop proprietary "green" products. Demonstrate the company's core competencies of communication, customer focus, innovation, integrity & ethics, lean & safety, and passion to succeed.ESSENTIAL FUNCTIONS:• Effectively conduct chemical testing to support DuBois specialty chemical applications• Compile data to construct graphical analyses, spreadsheet information, and submit reports the Account Manager/Customers• Consistent service/maintenance of equipment systems, chemical testing, inventory management, and providing customer with value-add personal service. Advise Account Manager on any needed repairs or upgrades• Effectively communicate with customers and cross-functional teams.• Participate in business reviews, assist with conducting Lockdown audits, offer insights and observations to improve DuBois' product applications for customers• Maintain updated information in the Dubois Customer Relations Management (DCRM) program on a daily/weekly basis.• Effectively work collaboratively with team members, as well as other functional support employees• Maintain a constant focus on work and vehicle driving safe habits• Availability for 80% daily travel to current and prospective customers within 2 hours of Columbus, OH• Must be able to perform the essential functions of this position with or without reasonable accommodationMINIMUM POSITION QUALIFCATIONS:• Mechanical/Industrial experience preferred.• 2-4-year degree preferred but not required.• Mechanical Aptitude required.• Service experience in the chemical industry is preferred but not required.• Basic knowledge working with MicroSoft systems preferred.• Strong time management skills with an attention to detail• Strong oral and written communication skills• Ability to work independently with minimal supervision.• Must possess a valid driver's license and clean driving record.DuBois provides equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, gender expression, genetic information, service in the military, veteran status, or any other protected status in accordance with applicable federal, state, and/or local law and/or regulation.
Pharmacy Services Representative - Retail Pharmacy
CHRISTUS Health, Irving, TX, US
DescriptionSummary:Pharmacy Services Representative (PSR) works under the direction of Clinical Pharmacists to provide pharmacy services with compassion, excellence and efficiency. The PSR is responsible for managing orders received at the CHRISTUS Specialty Pharmacy and serving as a liaison between patient, plan, provider and pharmacy.Responsibilities:• Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.• Must be 18 years of age or older• Performs data entry and patient benefit eligibility verification• Completes prior authorization requests, submits to insurance, and verifies completion• Coordinates appeals• Acts as a liaison between patients and insurance companies, and facilitates communication between patients and doctors, medical staff and administrative staff.• Answers patient inquiries about billing, procedures, policies and available services• Responsible for incoming and outgoing calls from customers regarding drug delivery, set-up, and all related services• Coordinates financial arrangements and collects co-payments• Must function in strict accordance with written policies and procedures• Ensures safe, appropriate, cost effective drug therapies for patients according to established policies, procedures, and protocols.• Reads, extracts and interprets information in patient medical records accurately. • Detects and reports suspected adverse drug reactions accurately and in a timely manner. • Coordinates pharmacist drug education to patients and their families per institutional protocol. • Participates in the quality improvement activities of the department. • Contributes to the quality and effective operation of the department.• Is punctual and dependable; reports to work as scheduled. Absenteeism and tardiness are within policy guidelines. • Maintains a neat, professional, well-groomed appearance. Wears identification badge.• Performs work within specified timeframes. Adapts positively to frequent interruptions and changes in workload and/or work schedule.• Provides courteous, cooperative and timely service to patients, visitors and staff. • Demonstrates good verbal and written communication.• Works cooperatively with hospital and pharmacy staff. Voices concerns and suggestions to appropriate persons in a positive manner. Fosters a team environment.• Demonstrates sound professional judgment consistent with clinical/academic background.• Maintains strict confidentiality of patients, guests and employee information.• Complies with all requirements related to risk management, safety, security, fire and infection control.• Adheres to hospital and departmental policies and procedures. Complies with all applicable Federal and State laws, rules and regulations. • Works independently with minimal supervision. Organizes and prioritizes work assignments. • Ensures pharmacy services are provided in a timely manner.• Answers the telephone, identifying self and department. Directs calls to appropriate personnel.Requirements:High School diploma or equivalent requiredMinimum 2 years of experience working at a community pharmacy or health plan Experience in third-party billing and benefits investigation required Specialty pharmacy experience preferred Knowledge of QS1 billing software, EPIC EMR, and CoverMyMeds preferred Registered pharmacy technician in the state of practice required Certified pharmacy technician preferredWork Type:Full TimeEEO is the law - click below for more information: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdfWe endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at (844) 257-6925.
Customer Service Representative
Availa Bank, Carroll
Availa BankDescription: EEO/AA employerAvaila Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more.CUSTOMER SERVICE REPRESENTATIVE POSITION SUMMARYThe Customer Service Representative position is responsible for assisting customers with requests for bank services via phone, chat, and/or email. This position will handle basic inquiry calls along with completing research for customers with internet and telephone banking issues. The Customer Service Representative will also handle a variety of daily tasks supporting processing and online banking functions. BENEFITSAvaila Bank offers a rich selection of benefits you can personalize to support you and your family's needs.Benefits may include:Medical, Dental & Vision PlansOption for Health Savings Account (HSA)Life Insurance (Company paid for employee)401K and Employee Stock Ownership Plan (ESOP)Company Paid Short & Long Term Disability InsuranceFlexible Spending Account (FSA) & Dependent CareEligibility for Tuition Assistance and DiscountsEmployee Assistance Program (EAP)CUSTOMER SERVICE REPRESENTATIVE PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIESProvides courteous and timely service to all customer needs from a variety of sourcesAssist customers with routine account-related requests such as: answering questions concerning accounts, statements, on-line banking features and other customer needs as they arise Direct requests and/or callers to appropriate staff or department throughout the bankCross sell bank products and services to current and potential customersAssist with processing functions such as creating new online banking letters, address changes in bill pay and online banking, verifying and reporting account balances, and completing Checkback processesRespond to customer requests via email, telephone, and/or chatRequirements:CUSTOMER SERVICE REPRESENTATIVE ROLE QUALIFICATIONS:EducationHigh school diploma or equivalent requiredExperienceAccounting or banking experience encouragedOther Skills and AbilitiesExceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employeesMust be able to multi-task in a fast-paced environmentMaintain a complete understanding of regulatory and compliance policies and proceduresExhibit patience; remain personable and provide a positive experienceDemonstrate a level of knowledge and skills equivalent to a Universal Banker IMust be able to work flexible hours and shiftsMust have a valid driver's license and reliable transportationPM21PI239894537
Universal Service Representative
America First Credit Union, Arizona City
Mon - SatOverviewFull-time40 hours per weekPay Range: $15.07/hr to $18.84/hrUniversal Service Employees act as Service Representatives and enthusiastically cross-sell Credit Union services. Establishes and builds member relationships by identifying members' needs and educating them with specific products and/or services. Responsible for performing a broad variety of customer services including opening new savings, share draft, and basic credit applications. Interviews, counsels, and advises members regarding basic loan products, deposits, and any other products/services, including investment referrals, insurance products, and mechanical repair coverage.Presents loan requests to underwriters for approval as per loan procedures. Responsible for helping members via all channels such as phone, text, e-mail, and assisting members with video solutions, and self serve channels to determine additional financial opportunities with the credit union in a prompt and courteous manner. Actively promotes and cross sells Electronic Services to members and serves as an electronic services expert in the branch. Responsible for providing secretarial and clerical support for all loan processing activities. Prepares closing documents and miscellaneous paperwork necessary for booking and funding of new loan business each month. Provides general typing and clerical support for underwriting, including credit investigations and document preparation. Tracks and obtains proof of insurance as required on member loans. Maintains departmental records and files and types routine reports and records. Ability to attain expected baselines in sales and service to support branch goals.Support marketing and lending initiatives such MRM outbound calling by proactively soliciting additional business for the Credit Union and identifying and selling AFCU products and services. Onboards new members by conducting outbound two week and two month calls. Assists or refers members as necessary.Responsibilities Assumes responsibility for the effective development of Member relations through sales and service. Maintains relationships with members in the branch as well as outbound calling to onboard new members at 2 weeks and 2 months. Maximizes the penetration of Credit Union products and services in order to meet/exceed established sales goals and baselines. Has a knowledge of the Preferred Way of Selling. Responsible for handling member interactions via all channels while using effective sales techniques. Assesses members' current financial needs by using effective relationship building and consultative sales techniques. Makes appropriate recommendations for loan, deposits, and other products and services. Highly motivated and self-driven. Sales and goal oriented. Demonstrate professional sales and negotiation skills to achieve individual and branch goals Resolves members problems and concerns related to consumer loan products and services, and account issues. Acts as a senior service representative and processes teller transactions. Identify additional cross-sell opportunities, such as Checking accounts, certificate accounts, core deposit accounts, and other AFCU products and services. Assumes responsibility for the efficient, effective, and accurate performance of teller functions. Represents the Credit Union in a courteous and professional manner. Receives share deposits and loan payments. Computes interest. Processes cash advances, traveler's checks, cashier's checks, and money orders. Disburses cash or check share withdrawals. Processes transfers, post CD and all types of IRA's. Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly. Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions. Processes "bank by mail" transactions. Provides override function for other tellers. Evaluates basic loan applications and credit criteria and determines the appropriate sale so the member and credit union both benefit. Actively and professionally cross-sells Credit Union services. Sells credit life, disability, GAP insurance, mechanical repair coverage, and members financial solutions. Expectation is to meet monthly Credit Union sales Standards including promotions and campaigns. Interviews, takes applications, and processes preliminary documentation on loan requests. Conducts personal/web and telephone interviews and discusses loan alternatives, credit criteria, interest rates, and loan documentation with the member. Determines value of collateral. Verifies car insurance coverage. Notifies application of loan decisions. Requests additional information if required. Presents loan requests to underwriters for approval as per loan procedures. Processes loans including ordering of credit reports, title searches and closing. Assists in servicing and maintaining all aspects of loans but not limited to payoff, refinances, payment agreements and amendments to original loan contracts. Assumes responsibility for processing and securing liens on collateralized loans and prompt follow-up on titles still pending. Ensures that lending operations are conducted in accordance with established Credit Union policies and are legally compliant. Ensures that loan requests are properly prepared and documented and that approved loans are promptly disbursed. Resolves any rejects concerning loans and membership accounts in a timely manner. Acts as a branch expert for electronic services. Actively cross sells AFCU electronic services such as mobile banking, online banking, card guard, bill pay, mobile deposit and others. Has a knowledge of AFCU electronic services and serves as an expert for members as well as assists members with problem resolutions for electronic services. Assists members with account lock outs or other online account problems. Acts as a branch account specialist for New Accounts. Assists Members with new account openings and closing of member accounts. Assists with some Business accounts, IRA accounts, Court ordered accounts, and HSA account applications. Directs members to appropriate contacts to assist with more advanced and specialized accounts when appropriate.#IND21Training/Education/Certification Qualifications High school graduate or equivalent.Required Knowledge Thorough knowledge of member services, accounts, loans, and products provided. Understanding of new account bookkeeping procedures. Understanding of loan processing functions. Knowledge of related requirements, procedures, and underwriting criteria. Some accounting familiarity.Experience Required Two years of varied office experience.Skills/Abilities Excellent communications and public relations skills. Strong typing abilities (60 wpm with acceptable accuracy & neatness). Solid math and bookkeeping abilities. Able to operate calculator, word processor, and related computer applications. Well organized. Professional appearance, dress, and attitude.
Universal Service Representative
America First Credit Union, Carson City
Mon - SatOverviewFull-time40 hours per weekPay Range: $15.98/hr to $19.97/hrUniversal Service Employees act as Service Representatives and enthusiastically cross-sell Credit Union services. Establishes and builds member relationships by identifying members' needs and educating them with specific products and/or services. Responsible for performing a broad variety of customer services including opening new savings, share draft, and basic credit applications. Interviews, counsels, and advises members regarding basic loan products, deposits, and any other products/services, including investment referrals, insurance products, and mechanical repair coverage.Presents loan requests to underwriters for approval as per loan procedures. Responsible for helping members via all channels such as phone, text, e-mail, and assisting members with video solutions, and self serve channels to determine additional financial opportunities with the credit union in a prompt and courteous manner. Actively promotes and cross sells Electronic Services to members and serves as an electronic services expert in the branch. Responsible for providing secretarial and clerical support for all loan processing activities. Prepares closing documents and miscellaneous paperwork necessary for booking and funding of new loan business each month. Provides general typing and clerical support for underwriting, including credit investigations and document preparation. Tracks and obtains proof of insurance as required on member loans. Maintains departmental records and files and types routine reports and records. Ability to attain expected baselines in sales and service to support branch goals.Support marketing and lending initiatives such MRM outbound calling by proactively soliciting additional business for the Credit Union and identifying and selling AFCU products and services. Onboards new members by conducting outbound two week and two month calls. Assists or refers members as necessary.Responsibilities Assumes responsibility for the effective development of Member relations through sales and service. Maintains relationships with members in the branch as well as outbound calling to onboard new members at 2 weeks and 2 months. Maximizes the penetration of Credit Union products and services in order to meet/exceed established sales goals and baselines. Has a knowledge of the Preferred Way of Selling. Responsible for handling member interactions via all channels while using effective sales techniques. Assesses members' current financial needs by using effective relationship building and consultative sales techniques. Makes appropriate recommendations for loan, deposits, and other products and services. Highly motivated and self-driven. Sales and goal oriented. Demonstrate professional sales and negotiation skills to achieve individual and branch goals Resolves members problems and concerns related to consumer loan products and services, and account issues. Acts as a senior service representative and processes teller transactions. Identify additional cross-sell opportunities, such as Checking accounts, certificate accounts, core deposit accounts, and other AFCU products and services. Assumes responsibility for the efficient, effective, and accurate performance of teller functions. Represents the Credit Union in a courteous and professional manner. Receives share deposits and loan payments. Computes interest. Processes cash advances, traveler's checks, cashier's checks, and money orders. Disburses cash or check share withdrawals. Processes transfers, post CD and all types of IRA's. Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly. Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions. Processes "bank by mail" transactions. Provides override function for other tellers. Evaluates basic loan applications and credit criteria and determines the appropriate sale so the member and credit union both benefit. Actively and professionally cross-sells Credit Union services. Sells credit life, disability, GAP insurance, mechanical repair coverage, and members financial solutions. Expectation is to meet monthly Credit Union sales Standards including promotions and campaigns. Interviews, takes applications, and processes preliminary documentation on loan requests. Conducts personal/web and telephone interviews and discusses loan alternatives, credit criteria, interest rates, and loan documentation with the member. Determines value of collateral. Verifies car insurance coverage. Notifies application of loan decisions. Requests additional information if required. Presents loan requests to underwriters for approval as per loan procedures. Processes loans including ordering of credit reports, title searches and closing. Assists in servicing and maintaining all aspects of loans but not limited to payoff, refinances, payment agreements and amendments to original loan contracts. Assumes responsibility for processing and securing liens on collateralized loans and prompt follow-up on titles still pending. Ensures that lending operations are conducted in accordance with established Credit Union policies and are legally compliant. Ensures that loan requests are properly prepared and documented and that approved loans are promptly disbursed. Resolves any rejects concerning loans and membership accounts in a timely manner. Acts as a branch expert for electronic services. Actively cross sells AFCU electronic services such as mobile banking, online banking, card guard, bill pay, mobile deposit and others. Has a knowledge of AFCU electronic services and serves as an expert for members as well as assists members with problem resolutions for electronic services. Assists members with account lock outs or other online account problems. Acts as a branch account specialist for New Accounts. Assists Members with new account openings and closing of member accounts. Assists with some Business accounts, IRA accounts, Court ordered accounts, and HSA account applications. Directs members to appropriate contacts to assist with more advanced and specialized accounts when appropriate.Training/Education/Certification Qualifications High school graduate or equivalent.Required Knowledge Thorough knowledge of member services, accounts, loans, and products provided. Understanding of new account bookkeeping procedures. Understanding of loan processing functions. Knowledge of related requirements, procedures, and underwriting criteria. Some accounting familiarity.Experience Required Two years of varied office experience. Bilingual (English/Spanish)Skills/Abilities Excellent communications and public relations skills. Strong typing abilities (60 wpm with acceptable accuracy & neatness). Solid math and bookkeeping abilities. Able to operate calculator, word processor, and related computer applications. Well organized. Professional appearance, dress, and attitude.
Universal Service Representative
America First Credit Union, Albuquerque
Mon - SatOverviewUniversal Service Employees act as Service Representatives and enthusiastically cross-sell Credit Union services. Establishes and builds member relationships by identifying members' needs and educating them with specific products and/or services. Responsible for performing a broad variety of customer services including opening new savings, share draft, and basic credit applications. Interviews, counsels, and advises members regarding basic loan products, deposits, and any other products/services, including investment referrals, insurance products, and mechanical repair coverage.Presents loan requests to underwriters for approval as per loan procedures. Responsible for helping members via all channels such as phone, text, e-mail, and assisting members with video solutions, and self serve channels to determine additional financial opportunities with the credit union in a prompt and courteous manner. Actively promotes and cross sells Electronic Services to members and serves as an electronic services expert in the branch. Responsible for providing secretarial and clerical support for all loan processing activities. Prepares closing documents and miscellaneous paperwork necessary for booking and funding of new loan business each month. Provides general typing and clerical support for underwriting, including credit investigations and document preparation. Tracks and obtains proof of insurance as required on member loans. Maintains departmental records and files and types routine reports and records. Ability to attain expected baselines in sales and service to support branch goals.Support marketing and lending initiatives such MRM outbound calling by proactively soliciting additional business for the Credit Union and identifying and selling AFCU products and services. Onboards new members by conducting outbound two week and two month calls. Assists or refers members as necessary.Responsibilities Assumes responsibility for the effective development of Member relations through sales and service. Maintains relationships with members in the branch as well as outbound calling to onboard new members at 2 weeks and 2 months. Maximizes the penetration of Credit Union products and services in order to meet/exceed established sales goals and baselines. Has a knowledge of the Preferred Way of Selling. Responsible for handling member interactions via all channels while using effective sales techniques. Assesses members' current financial needs by using effective relationship building and consultative sales techniques. Makes appropriate recommendations for loan, deposits, and other products and services. Highly motivated and self-driven. Sales and goal oriented. Demonstrate professional sales and negotiation skills to achieve individual and branch goals Resolves members problems and concerns related to consumer loan products and services, and account issues. Acts as a senior service representative and processes teller transactions. Identify additional cross-sell opportunities, such as Checking accounts, certificate accounts, core deposit accounts, and other AFCU products and services. Assumes responsibility for the efficient, effective, and accurate performance of teller functions. Represents the Credit Union in a courteous and professional manner. Receives share deposits and loan payments. Computes interest. Processes cash advances, traveler's checks, cashier's checks, and money orders. Disburses cash or check share withdrawals. Processes transfers, post CD and all types of IRA's. Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly. Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions. Processes "bank by mail" transactions. Provides override function for other tellers. Evaluates basic loan applications and credit criteria and determines the appropriate sale so the member and credit union both benefit. Actively and professionally cross-sells Credit Union services. Sells credit life, disability, GAP insurance, mechanical repair coverage, and members financial solutions. Expectation is to meet monthly Credit Union sales Standards including promotions and campaigns. Interviews, takes applications, and processes preliminary documentation on loan requests. Conducts personal/web and telephone interviews and discusses loan alternatives, credit criteria, interest rates, and loan documentation with the member. Determines value of collateral. Verifies car insurance coverage. Notifies application of loan decisions. Requests additional information if required. Presents loan requests to underwriters for approval as per loan procedures. Processes loans including ordering of credit reports, title searches and closing. Assists in servicing and maintaining all aspects of loans but not limited to payoff, refinances, payment agreements and amendments to original loan contracts. Assumes responsibility for processing and securing liens on collateralized loans and prompt follow-up on titles still pending. Ensures that lending operations are conducted in accordance with established Credit Union policies and are legally compliant. Ensures that loan requests are properly prepared and documented and that approved loans are promptly disbursed. Resolves any rejects concerning loans and membership accounts in a timely manner. Acts as a branch expert for electronic services. Actively cross sells AFCU electronic services such as mobile banking, online banking, card guard, bill pay, mobile deposit and others. Has a knowledge of AFCU electronic services and serves as an expert for members as well as assists members with problem resolutions for electronic services. Assists members with account lock outs or other online account problems. Acts as a branch account specialist for New Accounts. Assists Members with new account openings and closing of member accounts. Assists with some Business accounts, IRA accounts, Court ordered accounts, and HSA account applications. Directs members to appropriate contacts to assist with more advanced and specialized accounts when appropriate.#IND21Training/Education/Certification Qualifications High school graduate or equivalent.Required Knowledge Thorough knowledge of member services, accounts, loans, and products provided. Understanding of new account bookkeeping procedures. Understanding of loan processing functions. Knowledge of related requirements, procedures, and underwriting criteria. Some accounting familiarity.Experience Required Two years of varied office experience.Skills/Abilities Excellent communications and public relations skills. Strong typing abilities (60 wpm with acceptable accuracy & neatness). Solid math and bookkeeping abilities. Able to operate calculator, word processor, and related computer applications. Well organized. Professional appearance, dress, and attitude.