branch operations specialist

Golden 1 Credit Union

<b>JOB TITLE:</b> Member Service Specialist IV
<br><b>DEPARTMENT:</b> Branch Channel Delivery
<br><b>STATUS:</b> Non- Exempt
<br><b>JOB CODE:</b> 2302
<br><b>PAY SCALE:</b> $25.00 - $25.00 Hourly
<br><br>
<b>GENERAL DESCRIPTION:</b><br>
Provide members the highest level of service available in an efficient and courteous manner. Process monetary transactions within assigned limits, maintain accurate records and balance each day’s transactions in accordance with established policies and procedures. Proactively engage with members to identify products and services designed to assist them in achieving their financial goals. Answer questions, and direct members to appropriate department for specialized services.
<br><br>
<b>TASKS, DUTIES, FUNCTIONS:</b><br>
1. Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.
<br>2. Provides Golden 1 services to member, including but not limited to cashier’s checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance.
<br>3. Assesses members needs while processing transactions.
<br>4. Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system.
<br>5. Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union.
<br>6. Assists in the proper operation of the ATM and Teller Cash Dispenser Units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc.
<br>7. May be required to take the lead for open and closing responsibilities in the absence of Associate Branch Manager and/or Branch Manager.
<br>8. May be required to run the branch in the absence of the Associate Branch Manager and/or Branch Manager.
<br>9. Activates alarm.
<br>10. Assists Branch management in coaching branch staff to meet or exceed all member service objectives.
<br>11. Verifies signature cards in ECM (Enterprise Content Management).
<br>12. Check acceptance approval within assigned limits.
<br>13. Ensures confidentiality of all member and credit union information.
<br>14. Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions.
<br>15. Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed.
<br>16. Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions.
<br>17. Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system.
<br>18. Enroll members in the different channels that Golden 1 uses: online, mobile, etc.
<br>19. Refer member’s home lending/investment needs to the appropriate business partner through EnAct referrals.
<br>20. Process consumer loan applications and completes the fulfillment of loan when appropriate.
<br>21. Approves signature cards.
<br>22. Audits loan reports and provides coaching as needed to avoid future errors.
<br>23. Provide approvals based on authorized limits as assigned by the Branch Manager.
<br>24. Notarizes member documents (certification of trust, etc.).
<br>25. Processes and approves medallion stamp requests.
<br>26. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
<br><br>
<b>COMMUNICATION & INTERACTIONS:</b><br>
1. Interacts professionally with members.
<br>2. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication.
<br>3. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services.
<br>4. Overcomes basic objection or resistance through conversation.
<br>5. Works as part of a team.
<br>6. Accepts constructive feedback positively and utilize it to help personal and professional development.
<br>7. Ability to have a consultative dialogue by asking effective questions and connecting to answer to solutions offered by G1.
<br>8. Communicates the ""why"", not just the ""how"" or ""what".
<br>9. Overcomes member objections and resistance with a calming and reassuring presence".
<br><b>10. Demonstrates polished presentation skills, e.g.:</b> Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience.
<br><b>11. Demonstrates networking skills, e.g.:</b> Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends—not contacts; follows-up on networking conversations.
<br>12. Comfortable and calm during conflict resolution dialogues.
<br>13. Polished coaching and leadership skills.
<br>14. Delivers feedback in an objective and effective manner.
<br>15. Effective delegation skills; e.g. knows when to delegate and when to lead.
<br>16. Identifies appropriate and inappropriate behaviors and communicates within the appropriate channels.
<br><br>
<b>ORGANIZATIONAL CONTACTS & RELATIONSHIPS:</b><br>
<b>1. INTERNAL:</b> Participates in team meetings. Frequent routine and complex verbal and written communication with the following departments: Branch Network, Home Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, MSSI Training, Loan Processing and Underwriting, Operations Advisors, Auditing, and Corporate Services/Facilities. Internal conversations are more research focused (e.g., fraud avoidance and account research)
<br>2. Provides assistance to Branch Management in coaching, performance and corrective action conversations with MSS I, II, and III’s.
<br>3. Assist management in leading branch meetings, quarterly security meetings, and daily huddles.
<br><b>4. EXTERNAL:</b> Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed.
<br><br>
<b>QUALIFICATIONS:</b><br>
<b>1. EDUCATION:</b> High School or GED required.
<br><b>2. EXPERIENCE:</b> Minimum two plus year in a leadership role at another financial institution preferred, plus 1.5+ year in a Member Service Specialist III role preferred.
<br><br>
<b>3. BEHAVIORS:</b><br>
<ul>
<li>Fosters a positive and engaging work environment. Treating others with courtesy and respect.</li>
<li>Inspires others through words and actions and embracing G1's mission, vision and core values.</li>
<li>Displays positive, outgoing, and empathetic attitude.</li>
<li>Punctual and reliable.</li>
<li>Results-orientated.</li>
<li>Takes on any task required to meet or exceed all team objectives.</li>
<li>Takes the initiative to identify, investigate and resolve member issues, including operational and support situations.</li>
<li>Willingness and flexibility in taking on new responsibilities as business requires.</li>
<li>Willingness to learn and master new and emerging banking technology.</li>
<li>Presents Golden Services (Internal/External).</li>
<li>Assumes Positive Intent in all communication.</li>
<li>Demonstrates and coaches behaviors that are expected of the team (leadership by example).</li>
<li>Supports and demonstrates cohesive leadership within the branch.</li>
<li>Adept in resolving conflicts in a professional manner.</li>
</ul>
<b>4. KNOWLEDGE/SKILLS:</b><br>
<ul>
<li>Functional: Advanced knowledge in the following areas: Federal Rules and Regulations as applied to credit unions, G1 products (consultative), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, customer service, Loan Auditing/Reporting, and SIG cards.</li>
<li>Technical: Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, SBO, HRIS (ADP), Concur, Relationship Manager.</li>
<li>Proficient adding profiles and updating tasks, activities and notes in EnAct. Proficient in Maestro and LPQ.</li>
<li>Advanced knowledge in Bridger--Reporting Capability, Card@Once--Reporting Capability, WireExchange--Approval Knowledge, Staff Pro/Cash Tracker, Kiran, Visa Cats, and Performance Pro.</li>
</ul>
<b>PHYSICAL REQUIREMENTS:</b><br>
1. Prolonged standing throughout the workday. A teller stool is provided as may be needed
<br>2. Ability to lift up to thirty pounds.
<br>3. Ability to frequently move about the branch to accomplish tasks.
<br>4. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed.
<br>5. Corrected vision in the normal range.
<br>6. Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed.
<br><br>
<b>LICENSES/CERTIFICATIONS:</b><br>
Certified Notary Public, and successful completion of Medallion certification.
<br>REV 4.3.2023

Fresno Nees Branch - Member Service Specialist IV (Full-Time)

Maine Community Bank

<div><p><b>Department: </b>Retail</p><p><b>
Reports to: </b>Branch Manager or Assistant Branch Manager</p><p><b>
FSLA: </b>Non-Exempt</p><p><b>
Last Modified: </b>11.22.24</p><p><b>
Job Summary:</b></p><p>
The Universal Banker is responsible for providing an exemplary customer experience working in a team environment while accurately and courteously assisting customers, processing transactions, selling and cross-selling Bank services, opening Business and Retail accounts, originating new consumer loans, and performing other branch functions as assigned. Contributes to the overall sales growth of the bank and supports the Bank&rsquo;s strategic initiatives. Responsible for providing the highest level of Customer Service and adhering to the Bank&rsquo;s Core Values and Service Standards.</p><p><b>
Essential Functions:</b></p><p><b>
Customer Experience:</b></p><ul><li>
Provides the highest level of customer service.</li><li>
Deepens customer relationships by providing the best deposit solutions for our customers.</li><li>
Responsible for knowing the Bank&rsquo;s range of products and services and identifying opportunities to refer customers to other lines of business and/or vendors that may provide needed services.</li><li>
Provides prompt, courteous, and efficient service to branch customers at the teller and drive-up windows, branch lobby and by telephone.</li><li>
Utilizes Customer Feedback process to support Service Standards.</li><li>
Actively participates in community events as a representative of the Bank.</li><li>
Performs other duties as assigned.</li></ul><p><b>
Branch Operations:</b></p><ul><li>
Opens new consumer and business accounts.</li><li>
Refers wealth management, loan and cash management opportunities to appropriate colleagues.</li><li>
Acts as a supervisor in the absence of the Branch Manager and Assistant Branch Manager.</li><li>
Maintains knowledge of and performs day-to-day branch operations; serves as a contact person to other departments regarding branch operations.</li><li>
Opens and closes the branch in accordance with established procedures.</li><li>
Oversees and assists with the overall operations of the branch including customer transactions, approve transactions requiring supervisor approval, signs official Bank checks to limit of authority, oversees branch cash orders, ensures branch cash records are maintained in accordance with established procedures as required, assists with cash verification duties.</li><li>
Oversees ATM and other branch settlement procedures to ensure timely and accurate settlement of cash, cash items, and other monthly reports.</li><li>
May be required to work in multiple locations regularly.</li></ul><p><b>
Loan Origination:</b></p><ul><li>
Originates consumer loan applications according to established bank policy and procedures.</li><li>
May originate Home Equity Lines of Credit or Loans.</li><li>
Refers leads to commercial lender, mortgage loan originator, branch personnel, or 3rd party vendors as appropriate.</li><li>
Approves loans according to individual lending authority and bank policy.</li></ul><p><b>
Education, Skills, and Experience Required:</b></p><ul><li>
Associates degree and two or more years of retail banking experience; or the equivalent combination of education and work experience.</li><li>
Prior sales experience preferred.</li><li>
Experience in consumer loan origination preferred.</li><li>
Familiarity with computer applications.</li><li>
Superior customer service, excellent communication and organizational skills.</li><li>
Demonstrated ability to use sound judgment and decision-making skills.</li><li>
Be punctual with scheduled work and use time appropriately.</li><li>
Perform duties in a conscientious, cooperative manner.</li><li>
Maintain a professional appearance.</li><li>
Able to consistently treat others with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.</li><li>
Commitment to achieving personal and team growth and success through an understanding and commitment to the Bank's sales culture goals.</li></ul><p><b>
Physical Requirements and Working Conditions:</b></p><ul><li>
Ability to spend extended periods of time operating a computer keyboard and working at a computer monitor.</li><li>
Ability to sit or stand for extended periods of time while waiting on customers.</li><li>
Ability to lift cash boxes and currency/cash bags of approximately 20 pounds.</li><li>
Requires periodic travel to-and-from locations within the Bank&rsquo;s geographic area.</li><li>
Workspaces are generally comfortable and pleasant.</li></ul></div>

Universal Banker

Home Bank

<p></p><div><p><b>PURPOSE OF THE JOB</b></p><p>
This position is responsible for performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists with account maintenance functions and works closely as a team to ensure the bank maintains a high level of customer satisfaction. The Universal Banker III position responsibilities include teller operations, opening deposit accounts, and lending.</p><p></p><p><b><br>
MAIN DUTIES OF THE JOB</b></p><ul><li>
Promptly and accurately handles lobby, drive-thru, night deposit, or bank-by-mail customer transactions, according to Home Bank&rsquo;s policies and procedures</li><li>
Cash handling, including but not limited to, counting, verifying, and packaging of coins and currency, daily balancing of cash drawer, assisting with ATM balancing and replenishment</li><li>
Assists with daily Vault duties, as needed, and may operate as vault custodian</li><li>
Process daily teller work ensuring debits and credits balance in accordance with established policies and guidelines</li><li>
Provide comprehensive, prompt, and efficient customer service in all transactions per policy and procedure</li><li>
Engage in conversations with customers to build relationships, determine financial needs and make recommendations</li><li>
Contribute to banking center success by achieving assigned branch and line of business referral goals</li><li>
Maintains a working knowledge of deposit and lending products and services offered by the bank with the ability to utilize systems in place for opening deposit accounts, processing loans, performing maintenance, and enrolling customers in various services</li><li>
Specializes in processing loan request for customers, from application through booking</li><li>
Clear and effective verbal, written and interpersonal communication skills, with the ability to carry out instructions and speak clearly to customers and employees</li><li>
Be self-directed/motivated with the ability to work independently or as part of a team with little to no direct supervision</li><li>
Operate as a mentor for newly hired/promoted team members in support of our Home Bank values</li><li>
Use good judgment, remain aware of potential fraud, and be discreet with confidential information</li><li>
Maintain a neat workstation and ensure that needed supplies are on hand and organized to present a professional environment</li><li>
Perform other duties as required or assigned by leadership</li></ul><p></p><p><b><br>
WHAT WILL YOU NEED TO SUCCEED</b></p><ul><li>
High School diploma or equivalent</li><li>
2 years of general cash handling, sales &amp; customer service experience</li><li>
2 years of previous banking experience strongly encouraged</li><li>
Good analytical and problem-solving skills including ability to diagnose, resolve or escalate a critical situation</li><li>
Ability to work expected Banking Center hours of operation, including Saturdays (based on Market and location). Travel may be required.</li><li>
Strong knowledge of daily branch, vault, and ATM operations</li><li>
Receive and maintain a NMLS certification</li></ul><p></p><p><b><br>
HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER</b></p><p><b>
GOOD CREDIT IS A MUST</b></p><p><b>
CREDIT REPORT IS REQUIRED FOR EMPLOYMENT</b></p></div><p></p>

Universal Banker III

Bank of Hope

<div><p>Branch Operations Support:</p>
<ul>
<li>Handle daily operational functions accurately and efficiently, including all other routine transactions.</li>
<li>Ensure branch compliance with all policies, procedures, and regulatory requirements, including security protocols.</li>
<li>Assist with teller duties at least 25% of their time including peak hours or staff shortages, processing transactions such as deposits, withdrawals, transfers, and other routine transactions with efficiency.</li>
<li>Adhere to and enforce fraud detection and prevention protocols, reviewing any suspicious account activity and reporting potential risks.</li>
<li>Assist with the preparation and coordination of audits, following through on any corrective actions.</li>
</ul>
<p>Customer Service &amp; Problem Resolution:</p>
<ul>
<li>Deliver an exceptional customer experience by assisting with inquiries, resolving issues, and ensuring a welcoming environment for all clients.</li>
<li>Engage proactively with customers to understand their needs, offering personalized banking solutions that enhance the customer relationship.</li>
<li>Act as a role model for front-line staff, ensuring that the highest levels of customer service are maintained at all times.</li>
<li>Act as an escalation point for more complex customer issues and work with other departments to provide effective solutions.</li>
<li>Identify opportunities for cross-selling and upselling bank products and services, contributing to the branch&rsquo;s overall sales goals.</li>
<li>Collaborate with the Branch Manager, Operations Manager and Premier Banking Officer to support customer retention and expansion efforts, helping to grow the branch&rsquo;s customer base.</li>
</ul>
<p>Team Support &amp; Leadership:</p>
<ul>
<li>Help mentor tellers and other front-line staff on bank procedures, customer service standards, and operational tasks.</li>
<li>Provide guidance to the team on operational issues and ensure consistent application of best practices.</li>
<li>Assist with back-office duties as needed, including processing wire transfers, stop payments, and other administrative tasks.</li></ul><br>
<p></p>
<p><b>
Job Qualifications/Requirements</b></p>
<p>
Education/Credentials</p>
<ul>
<li>Minimum Education Level: High School Diploma</li>
</ul>
<p>Prior Experience</p>
<ul>
<li>Required: At least 3 years of experience working in branch operations.</li>
</ul>
<p>Skills</p>
<ul>
<li>English: Written: Advanced Verbal: Fluent</li>
<li>Required: Ability to manage multiple tasks, projects and deadlines simultaneously.</li>
<li>Required: Excellent verbal and written communication skills.</li>
<li>Required: Strong organizational skills with a willingness to adapt to change as needed in a fast paced environment.</li>
<li>Additional Languages: Korean preferred</li></ul><br>
<p></p>
<p>
The salary range for this full-time position is $24.00 Hourly - $30.50 Hourly + bonus + benefits</p>
<p>
Salary ranges are determined based on qualifications, level, and location</p>
<p>
Exact compensation may vary based on your skills and experience.</p><br>
<p></p>
<p>
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.</p></div>

Service Officer

WESCOM CREDIT UNION

<div><div>Please use Firefox or Chrome internet browser to complete this application</div><div></div><div>
Current Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening.</div><div></div><div>
We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience.</div><div>
Salary Grade:</div>
153N<div>
Salary Pay Range for This Position:</div>
$25.31 - $35.41<div>
POSITION SUMMARY:</div><div></div><div>
Provides consultative services to members regarding credit union products and services by assessing member needs. Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and frequently serves as the initial point of contact between the Credit Union and members. Promotes optimal member engagement by providing specific, accurate and timely information regarding Credit Union products and services in addition to actively referring members to all Wescom products and services when appropriate. Responsible, for engaging new and existing members to deepen their relationship with the Credit Union, including applications for home equity products and referrals for first mortgage real estate services.</div><div></div><div>
ESSENTIAL POSITION FUNCTIONS:</div><div></div><div>
Consistently provides a high level of service and is committed to increasing member satisfaction by consistently taking a consultative approach during all member interactions. Demonstrates adherence to the Branch Service Standards in addition to the enforcement and modeling of Wescom&rsquo;s Mission Statement, Vision, Core Values and Team Attributes. Promotes advocacy and takes personal responsibility to ensure member issues are handled properly and resolved at the first point of contact. Focuses on delivering the Member Experience and achieving successful results in the Member Experience Surveys.</div><div></div><div>
Regularly serves members with Platform and Teller activities including but not limited to:</div><div></div><div>
Providing consistent support to both the Platform and Operations as determined by business needs, may be required to assist in both areas daily as assigned by Branch Management</div><div></div><div>
Remaining proficient and knowledgeable in all changing technologies available to members to create an Omni-channel experience. This includes but is not limited to all mobile, contact and online banking services.</div><div></div><div>
Conducting wellness calls from lists including pre-approvals, new member engagement and other assigned lists</div><div>
Actively responding to inquiries from members, departments and Branch Management in a timely manner</div><div></div><div>
Actively and consistently identifying Wescom product and service referral opportunities and working closely with all branch business partners and specialists</div><div></div><div>
Actively identifying, referring and assisting members with auto/personal loan and credit card pre-approvals offers</div><div></div><div>
Consistently identifies, mitigates and reports potential fraudulent activity</div><div></div><div>
Produces high quality, accurate work with minimal errors, oversights and outages</div><div></div><div>
Utilize skills developed from the CON2ECT model focusing on building relationships and identifying member needs. Collaborates with business partners to actively refer members, including leveraging the appointment system, department liaisons, etc. The business partners would include but are not limited to Financial Services, Insurance Services, Real Estate and Autoland</div><div></div><div>
Maintains knowledge of products and services. Regularly performs day to day transactions for members including, but not limited to deposits, withdrawals and transfers. Answers member inquiries and provides information in accordance with Credit Union policies and procedures for all account-related needs. May participate in the servicing of the coin and cash machines when required.</div><div></div><div>
Processes applications for consumer loan products, including but not limited to auto loans, credit cards and unsecured lines of credit. May also provide member assistance and process applications for home equity loans and lines of credit. Serves as a member advocate throughout the loan process. Funds loans and provides basic credit review counseling for members with declined loans. Assists members with savings and deposit products, including checking and certificate accounts, money market accounts and Individual Retirement Accounts. Remains proficient with Fiduciary processes including but not limited to trusts, fiduciary accounts, Power of Attorneys and Notary Public services.</div><div></div><div>
Contributes to Wescom growth objectives through needs-based member conversations and builds relationships to address immediate and future needs. Targets, supports and achieves assigned organizational initiatives. Utilize skills developed from active participation in training, meetings and the CON2ECT Model to achieve assigned individual and/or branch production goals. Ensures optimal member engagement and a migration to appropriate delivery channels. Consults with members for Insurance Services and Financial Services and refers to in branch specialists and business partners. Takes applications for home equity products and makes referrals for first mortgages to Mortgage Loan Originators in Real Estate.</div><div></div><div>
Could potentially pursue a career path opportunity to Member Service Representative III if approved by Branch Management, Insurance/Financial Services management and the respective Branch Operations VP if desired and requires the following licensing:</div><div></div><div>
 Member Service Representative III (MSR II)&ndash;</div><div></div><div>
Option I: Licensed to assist members with life insurance and fixed annuities in conjunction with Wescom Financial Services (WFS).</div><div></div><div>
Option II: Licensed to assist members with property and casualty insurance products in conjunction with Wescom Insurance Services (WIS).</div><div></div><div>
Meets personal development and training objectives and achieves core curriculum and required training within established timelines. Completes Wescom University core curriculum, including required regulatory training. Mentors other team members in skill development.</div><div></div><div>
Maintains proficiency in technology applications across all channels including the operating system and ancillary systems. Actively promotes and demonstrates technology to members and contributes to organizational efforts with process improvement opportunities.</div><div></div><div>
Ensures branch compliance with audit and security standards, policies and procedures, and loss prevention measures. Maintains confidentiality of Credit Union, Financial Services, Insurance Services and member records/data.</div><div></div><div>
Protects the Credit Union&rsquo;s financial interest by controlling and balancing their assigned cash drawer, negotiable items received and disbursed during daily transactions, identifying payees, verifying signatures and endorsements, and maintaining acceptable Teller Balancing Standards.</div><div></div><div>
Communicates well both verbally and in writing, effectively shares information and ideas with others, and demonstrates good listening skills.</div><div></div><div>
Must have effective interpersonal skills in order to maintain positive and productive working relationships with others. Attends meetings with assigned groups as well as branch staff meetings. May participate with in-house training sessions, self-studies as well as outside seminars and classes.</div><div></div><div>
Ensures individual appearance reflects the desired level of professionalism. Maintains the physical environment of the branch according to Wescom standards.</div><div></div><div>
Maintains good attendance and punctuality in adherence with Wescom policy.</div><div></div><div>
EDUCATION, EXPERIENCE, SKILLS AND ABILITIES:</div><div></div><div>
High School graduate.</div><div></div><div>
Previous financial industry and customer service experience preferred.</div><div></div><div>
This job description in no way implies these are the only duties to be performed. The above job requirements represent the minimum levels of knowledge, skills and abilities. The marginal functions have not been included. An employee will be required to follow any other job-related instructions and duties as requested by branch management.</div><div></div><div>
REGISTRATION:</div><div></div><div>
Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained. Maintain licensing as Notary Public.</div><div></div><div>
COMPUTER SKILLS:</div><div></div><div>
Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union&rsquo;s operating system and specialized software required for performance of position.</div><div></div><div>
MATHEMATICAL SKILLS:</div><div></div><div>
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages.</div><div></div><div>
PHYSICAL DEMANDS:</div><div></div><div>
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 frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.</div><div></div><div>
WORK ENVIRONMENT:</div><div></div><div>
The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.</div><div>
The noise level in the work environment is moderately quiet. It is a non-smoking environment.</div><div></div><div>
The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</div><div></div><div>
This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.</div><div>
If you are applying for a Hybrid/Remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial ,Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare counties.</div></div>

Member Services Representative II - Ontario Branch (Ontario, CA)

Orkin

<div>Overview:
<div>
The Routing and Scheduling Specialist plays a key role in supporting daily branch operations and ensuring efficient scheduling and routing of service appointments. This position works closely with the Branch Manager and field professionals to optimize service delivery, resolve scheduling conflicts, and maintain accurate records in company systems.</div>
Responsibilities:
<ul><li>Monitor and optimize daily and weekly service routes to ensure efficient scheduling for Orkin Pros.</li><li>
Assist the Branch Manager with administrative and backend office functions as needed.</li><li>
Respond to emails and inquiries related to scheduling, routing conflicts, and customer concerns.</li><li>
Reschedule missed service appointments and re-inspections promptly.</li><li>
Schedule callbacks and follow-ups for retreat services.</li><li>
Submit payables accurately into company systems.</li><li>
Manage incoming mail and ensure appropriate distribution.</li><li>
Handle cash deposits and issue receipts for received payments.</li><li>
Enter service agreements into company systems with precision.</li><li>
Schedule termite service appointments and coordinate initial services for new customers.</li><li>
Perform other duties as assigned or requested to support branch operations.</li></ul>
Qualifications:
<div><b>
Minimum Requirements:</b></div><ul><li>
High School Diploma or equivalent required</li><li>
Strong organizational and time management skills.</li><li>
Excellent communication and customer service abilities.</li><li>
Tech-savvy with the ability to quickly learn and navigate internal systems.
</li><li>Familiarity with RFS and Tactical Planner preferred, or willingness to be trained.</li><li>
Experience with scheduling or routing systems is a plus.</li><li>
Proficiency in office software and data entry.</li><li>
Ability to work independently and as part of a team.</li></ul><div><i>
Orkin is an Equal Opportunity/Protected Veterans/Individuals with Disabilities Employer</i></div></div>

Routing and Scheduling Specialist

مؤسسة محمد فايز الشهري

<p><b>Sales Supervisor (Wholesale &amp; Retail)</b></p><p><b>Job Purpose</b></p><p>To oversee sales and operational performance across four wholesale household goods showrooms, ensuring achievement of sales targets, improving product display and turnover, and supporting key accounts and online sales execution. The role involves close coordination with the Key Account Specialist and management, delivering accurate performance reporting, and contributing to pricing and promotional decisions</p><p><b>Key Responsibilities</b></p><ul><li>Supervise wholesale sales teams across branches and ensure achievement of approved sales targets</li><li>Monitor daily branch performance, analyze variances, and report insights to management</li><li>Ensure high-quality product display and optimize in-store positioning to improve SKU turnover</li><li>Analyze product movement (fast vs. slow-moving items) and recommend clearance and assortment strategies</li><li>Oversee execution of key account orders (retail chains &amp; hypermarkets) in coordination with Key Account Specialist</li><li>Monitor stock availability across branches and coordinate with central warehouse to avoid stockouts or overstock</li><li>Support online sales channels by ensuring availability of top-selling items and required stock levels</li><li>Follow up on collections and ensure compliance with approved credit terms in coordination with finance</li><li>Propose promotions and discounts based on market trends and competitor analysis</li><li>Monitor competitor pricing and provide regular benchmarking reports to support pricing decisions</li><li>Ensure compliance with approved sales policies and procedures across all branches</li><li>Coordinate with operations and warehouse teams to ensure smooth order flow and fulfillment</li></ul><p><b>Qualifications &amp; Requirements</b></p><ul><li>5&ndash;8 years of experience in wholesale sales or FMCG</li><li>Proven supervisory experience managing multi-branch sales teams</li><li>Strong understanding of wholesale dynamics and product movement</li><li>Advanced analytical skills using Excel and/or ERP systems</li><li>High field mobility and ability to travel between branches</li></ul><p>نوع الوظيفة: دوام كامل</p><p>الراتب المدفوع: ﷼١٫٠٠&nbsp;لكل شهر</p><p>سؤال (أسئلة) طلب التقدم:</p><ul><li>Do you have experience supervising multi-branch sales teams?</li><li>What is your level of experience in sales analysis using Excel or ERP systems?</li><li>Have you successfully improved branch performance or increased sales?</li><li>Do you have practical experience in both wholesale and retail sales?</li></ul><p>الخبرة:</p><ul><li>wholesale or FMCG sales: 5 سنوات  (مطلوب)</li></ul><p>الموقع:</p><ul><li>جدة (مطلوب)</li></ul>

Sales Supervisor (Wholesale & Retail)

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