client service representative

Old National Bank

<div>Overview:
<div>
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.</div><div></div><div><i><br>
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of </i><i>Impact Network Groups</i><i> led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.</i></div>
Responsibilities:
<p>
We are currently hiring for a Client Service Representative. We are seeking individuals who are customer focused and have a strong desire to help our clients meet their financial objectives. Whether you have several years of banking or are new to the banking industry, we want to help you reach your personal and professional goals.</p><p></p><p><br>
A Client Service Representative position is a key customer service position within the company. This position provides a variety of duties to include introducing bank products and services to customers, participating in the sales program, processing debit and credit transactions and assisting with customer relation issues. This person is also responsible for ordering and shipping all cash for the banking center, and CTR record keeping. Client Service Representative has the additional responsibility of managing the banking center vault which includes; balancing the vault, disbursing cash to other designated team members and ordering/shipping currency as needed. This position may also have the responsibility of opening new accounts.</p><p></p><div><b><br>
Salary Range</b></div><div>
The salary range for this position is $17.00/hr. - $27.50/hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.</div><p></p><p><b><br>
Our ideal candidate will possess the following skills:</b></p><p></p><p><b><i><br>
Bilinagle in Spanish strongly preferred</i></b></p><ul><li>
High school diploma or GED required</li><li>
2-3 years of cash handling experience</li><li>
Excellent customer service skills</li><li>
Excellent balancing record</li><li>
Good organizational skills and attention to detail</li><li>
Ability to lift heavy boxes of coin</li></ul><p><b>
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.</b></p><p></p><p><br>
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.</p><p></p><p><i><br>
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.</i></p><p></p><p><b><i><br>
Our culture is firmly rooted in our core values.</i></b></p><p><b><i>
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.</i></b></p><p><b><i>
We are Old National Bank. </i></b><b><i>Join our team!</i></b></p></div>

Client Service Representative

Fazio Real Estate Solutions, LLC

<p><b>WHO WE ARE</b></p><p><b>We Are in the Business of Making Million Dollar Relationships.</b></p><p>Fazio Real Estate Solutions is a legacy-driven organization operating in residential real estate investing and acquisition strategies across multiple markets. At the core of our JV division is a simple truth: the deal is the byproduct of the relationship, not the other way around. The Private Client Consultant is the professional who lives that truth every single day.</p><p>You are the face of Fazio to every JV partner in your portfolio. You onboard them, support them, develop them, and make every partner feel like the most valued client in the business. You evaluate their deals with precision, communicate with them consistently, and build the kind of long-term relationship that turns one deal into a decade of business.</p><p><b>RESPONSIBILITIES</b></p><p><b>What You Will Be Responsible For</b></p><p><b>Client Relationship and Communication</b></p><ul><li>Manage your full book of Private Clients with the standard of a world-class B2B client services professional ensuring every partner feels supported, informed, and valued at every stage</li><li>Respond to all deal submissions within 24 hours with thorough written feedback covering deal viability, underwriting notes, and clear next steps</li><li>Deliver buyer and Dispo feedback every Monday, Wednesday, and Friday or at the cadence the client specified during onboarding</li><li>Maintain responsive communication across Google Chat, phone, text, and email ensuring no client goes more than one business day without a meaningful update</li><li>During the marketing phase share buyer interest, inquiry volume, and offer activity to coach the client on next steps or whether a price reduction is needed</li><li>Represent Fazio's brand with the highest level of professionalism in every client interaction as the front line of this company's reputation</li></ul><p><b>Deal Intake, Underwriting and Quality Control</b></p><ul><li>Verify all deal components are present: executed contract, additional required documents, and property photos confirmed as original and not pulled from MLS, prior listings, or agent databases</li><li>For land deals and select properties confirm Google Maps screenshots are acceptable and document accordingly</li><li>Verify property access for every deal: occupied or vacant, by whom, and how showings will be arranged</li><li>Confirm the JV partner authorizes Fazio's JV team and Transaction Success team to contact the seller directly on their behalf to reduce turnaround time</li><li>Negotiate and document JV split agreements in alignment with the Mafia Method split structure and coordinate with ACQ on Closing Assistance when needed</li><li>Use deal feedback and Dispo insights to coach partners on improving their submissions and growing their deal quality over time</li></ul><p><b>Client Onboarding and Book Building</b></p><ul><li>Guide new Private Clients through the full JV Onboarding process including completing all onboarding criteria and reviewing the Private Client Handbook together</li><li>Collect complete client intake: name, phone, email, birthday, office or home address for gifts and recognition, start date, preferred feedback cadence, lead types, lead sources, marketing methods, and monthly marketing spend</li><li>Introduce qualified partners to the Mafia Method program and manage your quarterly allocation with discipline and selectivity</li><li>Actively build your self-generated book by identifying and pursuing new JV partnerships through networking, social media, REI events, referrals, and direct outreach</li><li>Document and report new partnership activity to leadership with context on partner quality and deal potential</li></ul><p><b>Deal Management and Internal Coordination</b></p><ul><li>Introduce each client to their assigned TSA or TSM handling their file and to Edwin the Lead Manager responsible for verifying and updating lead card data</li><li>Own and maintain the JV Deal Card checklist for every active deal ensuring all required information is complete before each stage advance</li><li>Keep client Client Cards updated in ReSimply with any new information as it comes in maintaining front-end data accuracy at all times</li><li>Communicate all Fazio services to your clients including Closing Assistance and Transaction Coordination framing the experience as seamless and hands-off as possible</li><li>Submit weekly pipeline reports to leadership covering active client deals, submission quality, and support needs</li><li>Coordinate with the Transaction Success team and Dispositions on every deal communicating deal details, seller access, and partner preferences</li></ul><p><b>WHAT WE ARE LOOKING FOR</b></p><p><b>The Non-Negotiables</b></p><p>Prior real estate, sales, or client services experience is helpful but not required. What matters most is how you communicate, how you build relationships, and how you serve the people in your care. What we require is non-negotiable:</p><ul><li>You treat every Private Client with the level of attention and professionalism that a valuable long-term business relationship deserves</li><li>You respond to deal submissions within 24 hours with feedback that is honest, specific, and actionable</li><li>Your clients never chase you for updates because you are already providing them before they think to ask</li><li>You are operationally disciplined enough to manage deal cards, client cards, onboarding checklists, and CRM data across a growing book without things slipping</li><li>You build your own book of JV relationships beyond what the company assigns because you understand that your book is your business</li><li>You represent Fazio's brand in every client interaction and protect this company's reputation as if your name were on the door</li><li>You thrive in a remote environment where your income reflects the quality and depth of the relationships you build</li></ul><p><b>WHAT SUCCESS LOOKS LIKE</b></p><p><b>How We Measure Performance</b></p><p>A Private Client Consultant at Fazio is measured by the quality of the relationships they build and the business those relationships produce over time. The partners who stay, grow, and refer others are the true measure of this role.</p><p><b>COMPENSATION</b></p><p><b>Relationship-Driven. Performance-Based.</b></p><p>Private Client Consultants at Fazio typically earn between $3,000 and $7,500 per month depending on deal volume, deal size, and the quality of the partner relationships they develop. Full compensation details are shared during the interview process.</p><p><i>The earnings figures referenced above reflect results achieved through intentional, consistent, and quality-driven performance. These are illustrative and not a guarantee of income. Individual results will vary.</i></p><p><b>CAREER PATH</b></p><p><b>Where This Role Leads</b></p><p>The Private Client Consultant is the entry point into a clearly defined growth track inside Fazio's JV department. High performers who build strong books and deliver exceptional client service move into the PCE tier and then toward VP of Private Client Partnerships.</p><p><b>Private Client Consultant</b> &gt; <b>Sr. Private Client Executive</b> &gt; <b>VP of Private Client Partnerships</b> &gt; <b>Director</b></p><p><b>OUR CULTURE</b></p><p><b>Standards-Driven. Legacy-Focused. Built on Famiglia.</b></p><p>We are in the business of making million dollar relationships. In the JV department, the partnership is the product. We build lasting relationships with the wholesalers, investors, and agents who trust us with their deals and we protect those relationships like we protect our reputation. We win together or not at all</p><p><b>HOW TO APPLY</b></p><p>Apply directly at: <b>fazio-pcc.netlify.app</b></p><p>All applications are reviewed personally by our team. We read every response. Be specific, be direct, and let us see who you are beyond a resume. You will hear from our team within 3 to 5 business day</p><p>Pay: $3,000.00 - $7,500.00 per month</p><p>Benefits:</p><ul><li>Flexible schedule</li></ul><p>Work Location: Remote</p>

United Business Bank

<div><div><div>Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.</div></div><div><div><b>
About United Business Bank</b></div></div><div><div>
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.</div></div><div><div><b>
About the Position...</b></div></div><div><div><b>
The Client Service Representative I (CSR I) is an onsite position and does not have remote opportunities.</b></div></div><div><div>
The Client Service Representative I (CSR I) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. The CSR I is responsible for balancing each days transactions and verifying cash totals. They assist clients with bookkeeping and checking account problems, as well as answers client questions regarding the Banks products and services. They are responsible for actively cross-selling the Banks products and services. The CSR I performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and/or the Client Service Manager with other duties as assigned. The CSR I assists clients promptly, courteously, efficiently and professionally. The CSR I performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.</div></div><div><div><b>
About You...</b><br>
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
</div></div><div><div><b>Education/Certification: </b>High school graduate or equivalent.</div></div><div><div><b>
Required Knowledge: </b>Knowledge of Teller and Cash Handling Operations procedures. Basic understanding of banking products, services and operations.</div></div><div><div><b>
Experience Required:</b> Minimum of 1-year cash handling or teller experience in the financial services industry.</div></div><div><div><b>
Skills/Abilities:</b></div></div><ul><li><div>
Good communication skills.</div></li><li><div>
Professional appearance, dress and attitude.</div></li><li><div>
Good math skills.</div></li><li><div>
Ability to use Microsoft Office software package.</div></li></ul><div><div><b>
Compensation</b></div></div><div><div>
Hiring Salary Range: $20.00 to $22.00.
</div></div><div><div><i>This compensation information is United Business Bank's good-faith estimate and is provided pursuant to Colorado's Equal Pay for Equal Work Act. Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level. The base pay and target incentive (if applicable) will be finalized at offer.
</i></div></div><div><div><b>Benefits</b></div></div><div><div>
We offer competitive financial compensation, including various compensation plans and a solid benefits package for regular full-time salaried and hourly positions.</div></div><ul><li><div>
Medical, Dental, Vision Insurance at a shared premium cost.</div></li><li><div>
401k With Matching Contributions.</div></li><li><div>
Paid Time Off &ndash; accrued vacation and sick time, 1 float day, 11 paid holidays.</div></li><li><div>
Flexible Spending Accounts &ndash; Healthcare, Dependent Care, Transit &amp; Parking Options.</div></li><li><div>
Employee Assistance Program, 100% employer cost.</div></li><li><div>
Employees are offered a free checking and savings account, plus free orders of personal size checks.</div></li></ul><div><div><b>
Application window is anticipated to close April 17, 2026.</b></div></div><div><div><b>
Location: Onsite, no remote</b></div></div><div><div>
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.</div></div></div>

Client Service Representative I

Fleetworthy

<div><div><p>Fleetworthy offers the only complete technology suite for fleet readiness, uniting safety and compliance, toll management, and weigh station bypass solutions. We help fleets streamline operations, control costs, and operate with confidence.<br>
<br>
Trusted by 75% of the top fleets in North America, Fleetworthy offers the most adopted toll management solution and largest weigh station bypass network. Going beyond regulatory requirements, our safety and compliance capabilities strengthen safety programs and enable proactive audit readiness. We support millions of vehicles and drivers and are recognized across the industry for innovation and leadership.<br>
<br>
Fleetworthy is shaping the future of fleet readiness with AI-enabled, connected fleet technology that keeps drivers safe, fleets compliant, and operations running at peak efficiency. Learn more at fleetworthy.com.</p></div><p>
Under general supervision, provide excellent service to the organization's customers by staying on top of compliance standards and regulations and keeping carriers up to date and compliant through daily data validation, quality control, addressing and resolving inquires, and problem solving to reach the best possible outcome keeping both customer satisfaction and organization in mind.</p>
<p><b>
Job Duties</b></p>
<ul>
<li>Responds in a timely manner to all communications from assigned clients.</li>
<li>Maintains a positive and reliable relationship with their assigned clients.</li>
<li>Addresses and resolves customers inquires, problems and complaints regarding products and services. Works with the appropriate team members and management on effective resolutions.</li>
<li>Utilizes the appropriate programs and tools to aid in client success, provides coaching and assistance as needed regarding operating platforms.</li>
<li>Stays apprised of regulations and internal procedures, works with team members and management to provide the optimal and accurate service possible.</li>
<li>Maintains confidentiality on all personally identifiable information (PII) and related matters. Follows appropriate policies and communication channels to maintain privacy.</li>
<li>Communicates and shares job knowledge to others, contributes to a positive team dynamic and inter-departmental success.</li>
<li>Performs other duties as assigned or requested based on skill set.</li>
<li>Maintains a consistent schedule/presence both with availability for clients and in participating in team or company activities.</li>
</ul>
<p><b>Experience</b></p>
<ul>
<li>High School diploma with one year of customer service experience preferred.</li>
<li>Excellent customer service, communication (verbal and written), and collaboration skills, along with being friendly, personable and results oriented.</li>
<li>Ability to exercise independent judgement with respect to matters of significance.</li>
<li>Must be able to multi-task and be comfortable working with a variety of personalities including clients and co-workers.</li>
<li>Knowledge with Microsoft Office suite including Outlook 365, Word, and Excel.</li>
<li>Ability to learn, understand and utilize the company and department systems.</li>
<li>Openness to various processes and procedures, changing regulations and fluctuating expectations depending on element of task required.</li>
<li>Ability to sit at desk for extended periods of time, proficient typing skills, engaging with virtual screen as primary function of daily work.</li>
</ul>
<p><b>Work Location</b></p>
<ul>
<li>In office. This is not a remote position.</li>
</ul>
<p><b>What's in it for you?</b></p>
<ul>
<li>An amazing benefits package so you can rest assured your needs are taken care of.</li>
<li>Paid time off so you can have time to relax and experience a healthy work-life balance.</li>
<li>Monday to Friday schedule with regular hours.</li>
</ul><div><p><i>
Fleetworthy is committed to fostering a diverse and inclusive culture that is respectful and welcoming of individual differences. We are proud to be an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion or belief (or lack thereof), sex, nationality, national or ethnic origin, civil status, age, citizenship status, sexual orientation, disability, genetic information, familial status, marital or registered civil partnership status, pregnancy or maternity status, gender identity, gender reassignment, military or veteran status, or any other protected characteristic in accordance with applicable laws and regulations.</i></p></div></div>

HEARTLAND PATHOLOGY CONSULTANTS

<p>Anatomic Pathology Practice is seeking an individual for a full-time position who will be responsible for taking, logging and fulfilling client supply orders for delivery by courier and FedEx, filing slides, scan outside test results into patient files, update and maintain client database, backup transcription and other duties as assigned. Attention to detail is required.</p><p>Job Type: Full-time</p><p>Pay: From $15.00 per hour</p><p>Benefits:</p><ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul><p>Work Location: In person</p>

Tribeca Veterinary Dentistry & Oral Surgery

<p><i>Tribeca Veterinary Dentistry &amp; Oral Surgery| Part-Time &rarr; Full-Time Growth Opportunity</i></p><p>Locally Based Candidates Preferred</p><p>We are a veterinary hospital that specializes in dentistry and oral surgery seeking a compassionate, detail-oriented <b>Client Service Representative (CSR)</b> to join our team.</p><p>This position will begin on a part-time basis, with the opportunity to transition into a full-time role. For an individual with the right mindset, strong work ethic, and desire to grow with the practice, there is also potential for advancement into an office managerial position as hospital needs evolve.</p><p><b>About Us</b></p><p>Our hospital focuses exclusively on advanced dental and oral surgical care for small animal companions. In addition to our board-certified veterinary dental specialist, our team includes a board-certified anesthesiologist, and close collaboration with a board-certified cardiologist to ensure the highest level of safety and care for our patients. We pride ourselves on providing a high level of client communication, education, and support throughout the treatment process.</p><p>As a CSR, you are the first point of contact for our clients and play a vital role in creating a welcoming, supportive experience for both pets and their owners. Strong communication skills, attention to detail, and professionalism are essential.</p><p><b>Position Overview</b></p><p>We are looking for someone who is warm, organized, and comfortable in a medically focused environment.</p><p><b>Preferred Qualifications</b></p><ul><li>Experience in veterinary medicine (CSR, assistant, technician, etc.)</li><li>Comfort with medical terminology (dental knowledge is a plus)</li><li>Bilingual communication skills</li><li>Strong organizational and multitasking abilities</li><li>Familiarity with social media platforms (Instagram, TikTok, Facebook, etc.)</li><li>Professional communication and client support skills</li><li>Locally based</li></ul><p><b>Responsibilities</b></p><ul><li>Client communication and appointment coordination</li><li>Scheduling procedures and consultations</li><li>Assisting with intake and discharge processes</li><li>Managing phone and email correspondence</li><li>Processing invoices and maintaining records</li><li>Supporting overall hospital flow</li><li>Assisting with light social media coordination (education posts, updates, etc.)</li></ul><p><b>Growth Opportunity</b></p><p>This role is designed to <b>start part-time</b> with the potential to transition into a <b>full-time position</b> for the right candidate.</p><p><b>How to Apply</b></p><p>Please submit your resume along with a brief introduction about your background and interest in specialty veterinary dentistry.</p><p>Job Type: Part-time</p><p>Pay: $20.00 - $28.00 per hour</p><p>Work Location: In person</p>

Client Service Representative (Specialty Practice)

Atlantic Union Bank

<div><p>The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank&rsquo;s products and services.</p>
<p><b>
Position Accountabilities
</b></p><ul><li>Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.</li>
<li>Greet and provide exceptional service in person and by telephone/email.</li>
<li>Provide accurate information regarding Bank services, products, policies and procedures.</li>
<li>Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.</li>
<li>Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)</li>
<li>Complete forms and other required documents and follow Bank policies and procedures.</li>
<li>Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.</li>
<li>Perform all duties of a Teller to include:
<ul><li>Provide excellent client experience</li>
<li>Perform basic client and cash transactions</li>
<li>Balance cash each day</li>
<li>Identify referral opportunities to contribute to branch goals</li>
<li>Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares&rsquo; BSA/AML Policy and Procedures</li>
<li>Identify risk and escalate concerns through proper channels</li>
<li>Develop and maintain knowledge of bank products, services, including other lines of business</li>
<li>Ability to learn and adapt to changing digital channels</li>
</ul></li><li>Perform other duties as assigned.</li>
</ul>
<p><b>Organizational Relationship
</b></p><p>This position reports to Branch location leadership.</p>
<p><b>
Position Qualifications</b></p>
<p>
Education &amp; Experience</p>
<ul>
<li>High school diploma or equivalent (GED).</li>
<li>One (1) or more years of experience in a client service and/or a cross-trained teller position</li>
<li>Previous cash handling experience preferred</li>
</ul>
<p>Knowledge &amp; Skills</p>
<ul>
<li>Excellent customer service skills</li>
<li>Excellent oral and written communication skills</li>
<li>Ability to exercise sound business judgment</li>
<li>Proficient computer skills</li>
<li>Ability to handle multiple tasks with attention to details</li>
<li>Flexible, able to adapt to change</li>
<li>Shifts may vary for each position offering, depending on business need</li>
<li>Able to stand for extended periods of time and lift objects up to 30 pounds</li>
<li>Some local travel possible</li>
</ul>
<p>Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.</p>
<p>
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.</p></div>

Client Service Representative (Harrisonburg South Main)

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Client Service Representative (Harrisonburg South Main)