account service representative

Partners 1st Federal Credit Union

<div>Description:

Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment.
Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work.
This position is for U if you are a professional problem solver that strives for customer satisfaction and are able to work at our Directors Row location, Fort Wayne, IN, full-time, 37.5 hrs/wk, with a schedule of:
Mon-Fri: 9:00am-5:00pm
Role
To preserve the credit union's assets by controlling delinquent loan accounts and overdrawn share/share draft accounts, collecting delinquent loan payments and/or recovering collateral. Provide financial counseling to members who are in financial distress.
Major Duties and Responsibilities
70% Interview members to determine reason for delinquency. Take appropriate action to resolve the account (could include loan modifications or loan workouts). Counsel members concerning their financial obligations, advises of options and solicits agreement of payments.
10% Ensure customer files are kept updated and complete, and all required documents are filed.
10% Analyzes financial situation of delinquent borrowers and recommend further action as deemed necessary (i.e. repossession, legal action, foreclosure, referral to collection agency). Demonstrates judgment and discretion within the framework of all applicable regulations and policies.
5% Researches and analyzes data on past due loan accounts, non-sufficient return items and negative share balances, and claims of fraudulent account activity
5% Assist other departments and branches with transactions as needed. Provide support for the Account Solutions department and branch managers in fulfilling customer requests.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
This role requires behaviors and actions that reflect the credit union's culture, mission, and core values through exceptional service that supports both employees and members. A strong commitment to service excellence and member-focused solutions is essential to the success of this position and the credit union.
Requirements:

Knowledge and Skills
Experience
Six months to two years of similar or related experience, including time spent in preparatory positions.
Education/Certifications/Licenses
High school education or GED
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
Other Skills
Ability to calculate figures and amounts, such as discounts, interest, percentages, rates, ratio, and yields.
ADA Requirements
Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Sits more than 6 hours a day. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer, sitting for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic mathematical calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Must be able to stay calm when being challenged by customers in a stressful manner.</div>

Account Solutions Representative

Treadwell Credit Union

Perform a wide range of transactional duties to serve members by receiving or paying out funds with high accuracy. Maintain accurate transactional records. Provide a variety of member savings, share draft/checking, and credit account transactions, as well as member services such as sales of money orders or Cashier&rsquo;s Checks&middot; Build relationships and enhance member experience, respond to member requests in a friendly, helpful and positive manner&middot; Process transactions in a prompt, efficient, confidential and accurate manner&middot; Maintain an up-to-date comprehensive knowledge on all credit union products and services that are handled or promoted by ASPs. Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules, and regulations for the ASP area, including robbery procedures.&middot; Promote, explain, and cross-sell other credit union services such as consumer and mortgage loans, IRAs, certificates, debit and credit cards, on-line banking, and money orders.&middot; Count, check, and package coins and currency.&middot; Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary.&middot; Ensure that the ASP station is properly stocked with forms, supplies, brochures, etc.&middot; Report malfunctions of ASP computers and other equipment used at the ASP station.&middot; Check night depository and record proper information according to credit union procedures.&middot; Greet and welcome members to the credit union in a courteous, professional, and timely manner.&middot; Provide comprehensive, prompt, accurate, and efficient member transactions.&middot; Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and accurately enter deposits into computer records.&middot; Process withdrawals from accounts and/or share draft/check cashing, verify amounts, and enter withdrawals into system accurately. Cash share drafts/checks from a variety of accounts upon proper verification according to credit union policies and procedures.&middot; Assist with mail or email transactions, when available.&middot; Place holds on accounts for uncollected funds.&middot; Issue Cashier&rsquo;s checks, money orders, CDs.&middot; Balance cash drawer at end of the shift and compare totaled amount to computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary. May help other ASPs research and resolve discrepancies.&middot; Ensure that the ASP station is properly stocked with forms, supplies, brochures, etc.&middot; Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by ASPs. Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations for the ASP area, including robbery procedures.&middot; Cross-sell credit union services such as debit cards, credit cards, on-line banking, or other promotional products where available.&middot; Receive mortgage, consumer loan, and other payments and ensure the payments match balances due. Enter payments into computer.&middot; Report malfunctions of ASP terminals and other equipment used at the ASP station to supervisor.&middot; All other duties as assigned.Experience:<ul><li>Cash Handling: 1 year (Preferred)</li><li>Customer Service: 1 year (Preferred)</li></ul>Work Location: In personIf you are an enthusiastic, motivated, and member-service focused individual who thrives in an environment that rewards self-starters and excellence in service, you are encouraged to apply for this opening. Must have customer service and cash handling experience. Reliable transportation is required. Candidate may float to all branches as needed for staff coverage. Experience using CU*Answers is a plus. Position may include rotating scheduled Saturday hours from 8:15am to 12:15pm at our Dayton, OH branch. We offer a competitive base pay along with bonus programs; an excellent benefits package, including 401(k) plan, and health insurance.Treadwell Credit Union is an equal opportunity employer.Job Type: Full-timePay: From $17.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee discount</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Account Service Partner (Teller) - Full Time

FS Roadshows

We are a sales and consulting agency located in the Texas area and are partnered with the AT&amp;T product campaign. Our firm is committed to establishing and maintaining long-lasting relationships with clients, team members, and stakeholders. We are ferociously driven to meet the needs and goals of our clients in a speedy, no-fuss, and personal way. We are looking for someone to join our entry-level AT&amp;T Sales Representative team to assist in the new product and service rollout.We firmly believe in hiring an AT&amp;T Sales Representative who exhibits a strong work ethic, an undeniable genuineness, customer service ability, and the drive to make their mark by utilizing a fresh and creative perspective in an established industry. This directly enhances our core values, the purpose of the AT&amp;T Sales Representative position, and unilaterally helps our clients reach their ultimate goal: attain high margins of sales success, brand recognition, and customer loyalty.Responsibilities of our AT&amp;T Sales Representative:<ul><li>Establish the initial relationship with new customers to properly position AT&amp;T Home products to each individual based on their wants and needs</li><li>Educate customers on the rollout of these products and the new technology that supports them</li><li>Assist in the sales process and customer service with any qualifying customer, provide all necessary details regarding new account information, product promotional pricing, and delivery of services</li><li>Overturn any objections, handle all inquiries, and resolve issues swiftly with any customer, and expedite to the necessary department if required</li><li>Drive customer engagement and customer service from initial contact through the point of sale to delivery of products</li><li>Communicate effectively within the AT&amp;T Sales Representative team as well as with Upper Management, Sales, Customer Service, and Compliance teams to ensure efficiency and success</li><li>Track and accurately report customer account information, territory research, and areas of improvement to upper-level management daily to ensure the success of this product rollout and AT&amp;T Sales Representative initiatives</li></ul>Recommended traits of an entry-level AT&amp;T Sales Representative:<ul><li>High school diploma and/or GED equivalent</li><li>Discipline to manage time effectively and efficiently with clients and customers to complete all daily tasks accurately</li><li>A student mentality to learn on the job from the entry level AT&amp;T Sales Representative position and the drive to continue the development of oneself and the company</li><li>Tenacious and dedicated to reinforcing the core values of unbelievable and professional customer service</li><li>An empathetic and compassionate disposition displayed while working with customers</li></ul>Job Type: Full-timePay: $800.00 - $1,200.00 per weekWork Location: In person

AT&T Sales Representative

Abunayyan Holding

<div>
 
 
 Job Title: Parts Sales &amp; Service Representative (PSSR)
 
 
 
 
 Location: Riyadh
 
 
 
 
 Company: SBU of Abunayyan Holding Company
 
 
 
 
 Department:
 
 Spare Parts Sales / Aftermarket Services
 
 
 
 Industry:
 
 Heavy Machinery | Construction Equipment | Industrial Equipment
 
 
 
 
 
 
 About the Role
 
 
 
 We are seeking a customer-focused and commercially driven
 
 Parts Sales &amp; Service Representative (PSSR)
 
 to join our Aftermarket team. The successful candidate will be responsible for driving spare parts and service sales, supporting internal service operations, managing key customer accounts, and ensuring exceptional customer satisfaction.
 
 
 The role serves as a critical link between customers, service teams, and parts operations, helping maximize aftermarket revenue while delivering timely technical and commercial support. The incumbent will also provide leadership and support to the PSSR team and contribute to the achievement of sales and profitability objectives.
 
 
 
 Key Responsibilities
 
 
 
 
 Parts Sales &amp; Aftermarket Support
 
 
 <ul>
 <li>
 Promote and sell genuine spare parts, accessories, and aftermarket solutions to retail and internal customers.
 </li>
 <li>
 Ensure prompt and accurate fulfillment of parts orders while maintaining high levels of customer satisfaction.
 </li>
 <li>
 Identify opportunities for cross-selling and upselling spare parts, accessories, and service solutions.
 </li>
 <li>
 Provide technical assistance and product recommendations to customers and service personnel.
 </li>
 <li>
 Support the achievement of parts sales targets, revenue growth, and profitability objectives.
 </li>
 </ul>
 
 
 Service Operations Support
 
 
 <ul>
 <li>
 Work closely with Service Technicians and Service Advisors to ensure timely availability of required parts and accessories.
 </li>
 <li>
 Process service-related parts requests efficiently to minimize equipment downtime.
 </li>
 <li>
 Assist service teams in identifying appropriate spare parts and technical solutions for maintenance and repair activities.
 </li>
 <li>
 Coordinate special orders, backorders, and urgent requirements while ensuring effective communication with all stakeholders.
 </li>
 <li>
 Notify service teams upon receipt of special-order or backordered items.
 </li>
 </ul>
 
 
 Customer Relationship Management
 
 
 <ul>
 <li>
 Build and maintain strong relationships with retail customers, fleet owners, contractors, and key accounts.
 </li>
 <li>
 Conduct regular customer visits and follow-up activities to identify business opportunities and strengthen customer loyalty.
 </li>
 <li>
 Address customer inquiries, concerns, and complaints in a professional and timely manner.
 </li>
 <li>
 Deliver exceptional customer service and act as a trusted advisor on parts and service solutions.
 </li>
 <li>
 Collect customer feedback and market intelligence to improve service delivery and business performance.
 </li>
 </ul>
 
 
 Key Account Management &amp; Team Support
 
 
 <ul>
 <li>
 Support and guide the PSSR team in achieving sales objectives and closing business opportunities.
 </li>
 <li>
 Manage strategic and key customer accounts to drive long-term business growth.
 </li>
 <li>
 Assist in developing account plans and aftermarket sales strategies.
 </li>
 <li>
 Collaborate with management to identify opportunities for customer retention and market expansion.
 </li>
 </ul>
 
 
 Commercial &amp; Administrative Responsibilities
 
 
 <ul>
 <li>
 Prepare quotations, pricing proposals, and commercial offers in accordance with company policies.
 </li>
 <li>
 Ensure compliance with cash, credit, and payment processing procedures.
 </li>
 <li>
 Maintain accurate customer records, sales reports, and transaction documentation.
 </li>
 <li>
 Monitor customer purchasing trends and proactively identify opportunities to increase sales.
 </li>
 </ul>
 
 
 Qualifications &amp; Experience
 
 
 
 
 Education
 
 
 <ul>
 <li>
 High School Diploma, Technical Diploma, or equivalent qualification.
 </li>
 <li>
 Additional technical certifications related to heavy equipment, machinery, or aftermarket services will be considered an advantage.
 </li>
 </ul>
 
 
 Experience
 
 
 <ul>
 <li>
 Minimum 3 years of experience in Spare Parts Sales, Aftermarket Services, Customer Service, or a related field.
 </li>
 <li>
 Experience within Heavy Machinery, Construction Equipment, Industrial Equipment, Automotive, or Fleet Maintenance industries is preferred.
 </li>
 <li>
 Proven track record in customer relationship management and aftermarket sales.
 </li>
 </ul>
 
 
 Technical Knowledge
 
 
 <ul>
 <li>
 Inventory &amp; Parts Management
 </li>
 <li>
 Aftermarket Sales Processes
 </li>
 <li>
 Customer Service Excellence
 </li>
 <li>
 Key Account Management
 </li>
 <li>
 Commercial Negotiation
 </li>
 <li>
 CRM Systems &amp; ERP Applications
 </li>
 </ul>
 
 
 Key Skills
 
 
 <ul>
 <li>
 Parts Sales &amp; Customer Service
 </li>
 <li>
 Key Account Management
 </li>
 <li>
 Aftermarket Business Development
 </li>
 <li>
 Technical Product Knowledge
 </li>
 </ul>
</div>

Parts Sales & Service Representative

MedicalServiceQuotes.com

Job descriptionRapidly growing company in the healthcare industry is seeking a Client Service Representative. Full-time only candidates will be considered at our Castle Rock, CO office.Customer Service RepresentativeRequirements:<ul><li>Ability to communicate clearly and professionally, both verbally and in writing.</li><li>Has a pleasant, patient and friendly attitude.</li><li>Highly developed sense of integrity and commitment to customer satisfaction.</li><li>Demonstrated passion for excellence with respect to treating and caring for customers.</li><li>Strong decision making and analytical abilities.</li><li>Strong detail orientation and communication/listening skills.</li><li>Willingness to work a flexible schedule and occasional overtime when needed. Possess a strong work ethic and team player mentality.</li></ul>1+ years of experience in a customer service or help desk capacity required and Pharmacy Tech experience is a plus but not required. Some experience with multi line telephones, online application systems, and personal computers required. Knowledge of healthcare delivery model a plus. Experience with Internet Explorer, Microsoft Office, and healthcare coding/ billing helpful.Responsibilities:<ul><li>Professionally handle incoming requests from customers and ensure that issues are resolved both promptly and thoroughly.</li><li>The representative will receive, review and process requests for healthcare service quotes using the company&rsquo;s proprietary service request system.</li><li>Thoroughly and efficiently gather customer information, access and fulfill customer needs, educate the customer where applicable to prevent the need for future contacts.</li><li>Provide quality service and support in a variety of areas including, but not limited to: placing orders, reviewing client service instructions and confirming service completion.</li><li>Troubleshoot customer issues over the phone.</li><li>Work with insurance companies and medical providers to ensure patient satisfaction.</li><li>Use automated information systems to analyze the customer&rsquo;s situation.</li><li>Maintain a balance between company policy and customer benefit in decision making. Handles issues in the best interest of both customer and company.</li><li>Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer&rsquo;s</li><li>Responsible for compiling and generating reports as they relate to customer service</li></ul>The customer service representative will provide information to customers in response to inquiries about products and services. The representative will receive, review and process requests for healthcare services and pharmacy benefit services using the company&rsquo;s proprietary service request system. The representative will also explain how to use account features and solve customer application and Internet problems. The customer service representative will receive, document and resolve customer complaints.Benefits package include health insurance, vision plan, 401k, and paid time off. Qualified candidates should submit their resumes by replying to this posting.Job Type: Full-timeSalary: $18.00 to $21.00 /hourBenefits:<ul><li>401(k)</li><li>Flexible schedule</li><li>Health insurance</li><li>Dental and Vision Insurance</li><li>Life insurance</li><li>Paid time off</li></ul>Schedule:<ul><li>8 hour shift</li><li>Day shift</li><li>Monday to Friday</li></ul>Education:<ul><li>High school or equivalent (Preferred)</li></ul>Experience:<ul><li>Microsoft Office: 1 year (Preferred)</li><li>Customer Service: 1 year (Preferred)</li></ul>Work Location: In personJob Type: Full-timePay: $18.00 - $21.00 per hourBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Customer service: 1 year (Required)</li></ul>Ability to Commute:<ul><li>Castle Rock, CO 80104 (Required)</li></ul>Ability to Relocate:<ul><li>Castle Rock, CO 80104: Relocate before starting work (Required)</li></ul>Work Location: In person

Client Service Representative

First Texoma National Bank

Must be available Monday - Friday, 7:45am - 6:00pm and some Saturdays 8:45 - 12:00.Pay range: $17.00 - $20.44. Starting pay will be based upon previous banking experience.APPLICANTS MUST APPLY at https://www.ftnb.net/Employment TO BE CONSIDERED FOR AN INTERVIEW. FULL-TIME CUSTOMER SERVICE REPRESENTATIVE (Teller), Durant, OK First Texoma National Bank is seeking applications for the position of Client Service Representative (CSR). The primary goal of a CSR is to ensure accurate and timely processing of teller transactions in a professional manner to build customer confidence and trust. Banking experience is preferred but not required.APPLICANTS MUST APPLY at https://www.ftnb.net/Employment TO BE CONSIDERED FOR AN INTERVIEWFirst Texoma National Bank is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.Job Type: Full-timePay: $17.00 - $20.44 per hourBenefits:<ul><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Experience:<ul><li>Cash handling: 1 year (Required)</li><li>Customer service: 1 year (Required)</li><li>Banking: 1 year (Preferred)</li></ul>Work Location: In person

Teller/Customer Service Representative

Traughber Insurance

Insurance Sales &amp; Service RepresentativeAuto Home Life Commercial InsurancePosition SummaryWe are seeking a motivated and customer-focused Insurance Sales &amp; Service Representative to join our small, local insurance office. This position is responsible for developing new business, maintaining strong client relationships, and providing exceptional service for personal and commercial insurance customers. The ideal candidate enjoys helping people, is detail-oriented, and can manage multiple responsibilities in a fast-paced office environment.Primary ResponsibilitiesSales &amp; Business Development<ul><li>Generate new business opportunities through referrals, networking, marketing initiatives, and community involvement.</li><li>Conduct insurance reviews and identify coverage needs for prospective and existing clients.</li><li>Quote, sell, and bind auto, home, life, and commercial insurance policies.</li><li>Cross-sell additional insurance products to meet client needs and increase account retention.</li><li>Follow up on leads, quotes, and renewal opportunities.</li><li>Meet established sales goals and performance objectives.</li></ul>Customer Service<ul><li>Provide outstanding service to policyholders by phone, email, and in person.</li><li>Assist clients with policy changes, endorsements, renewals, billing questions, and coverage inquiries.</li><li>Explain coverage options, exclusions, and policy benefits in a clear and professional manner.</li><li>Process applications, policy updates, and documentation accurately and timely.</li><li>Maintain strong client relationships through regular communication and account reviews.</li></ul>Commercial Insurance Support<ul><li>Assist business owners with commercial insurance needs, including property, liability, workers' compensation, commercial auto, and business package policies.</li><li>Gather underwriting information and prepare applications for carriers.</li><li>Review coverage recommendations and assist with policy servicing throughout the policy term.</li></ul>Administrative Duties<ul><li>Maintain accurate client records and agency management system documentation.</li><li>Follow carrier underwriting guidelines and agency procedures.</li><li>Process incoming mail, correspondence, and policy documents.</li><li>Support office operations and assist team members as needed.</li><li>Maintain confidentiality of client information and comply with all insurance regulations.</li></ul>Qualifications<ul><li>Tennessee Property &amp; Casualty Insurance License preferred (or willingness to obtain).</li><li>Life &amp; Health License preferred (or willingness to obtain).</li><li>Previous insurance, sales, customer service, banking, or office experience preferred.</li><li>Strong communication and relationship-building skills.</li><li>Excellent organizational and multitasking abilities.</li><li>Proficiency with computers, email, and office software.</li><li>Ability to work independently while contributing to a small team environment.</li></ul>Skills &amp; Attributes<ul><li>Friendly and professional demeanor</li><li>Strong attention to detail</li><li>Sales-oriented mindset</li><li>Problem-solving ability</li><li>Dependable and self-motivated</li><li>Ability to build trust with clients</li><li>Comfortable learning insurance products and industry regulations</li></ul>Compensation &amp; Benefits<ul><li>Competitive compensation based on experience, licensing, and performance</li><li>Paid Time Off (PTO)</li><li>Paid Holidays</li><li>Pay DOE</li></ul>Reports To: Agency Owner/Office Manager Location: Harriman, TN Employment Type: Full-TimeThis position offers an opportunity to work closely with clients in a local independent insurance agency environment while helping individuals, families, and businesses protect what matters most. The successful candidate will play a key role in both agency growth and customer retention through professional sales and exceptional service.Pay: $17.00 - $18.00 per hourBenefits:<ul><li>Paid time off</li></ul>Work Location: In person

Insurance Sales & Service Representative

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