25 member services representative ii jobs found

POSITION SUMMARY: 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. ESSENTIAL POSITION FUNCTIONS: Consistently provides a high level of service and...

POSITION SUMMARY: 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. ESSENTIAL POSITION FUNCTIONS: Consistently provides a high level of service and...

POSITION SUMMARY: 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. ESSENTIAL POSITION FUNCTIONS: Consistently provides a high level of service and...

POSITION SUMMARY: Assists members in establishing memberships, share and loan accounts, and related products and services by conducting interviews, 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 the members. Promotes optimal member engagement by providing specific, accurate and timely information to members regarding Credit Union products and services. Responsible for educating members regarding current marketing promotions, for engaging new members to become Signature Members within their first 120 days of joining the Credit Union, and for engaging existing members to deepen their product and service usage with the Credit Union. Completes applications for equity products and makes referrals for insurance services, investment services and first mortgage real estate services. ESSENTIAL POSITION...

POSITION SUMMARY: Assists members in establishing memberships, share and loan accounts, and related products and services by conducting interviews, 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 the members. Promotes optimal member engagement by providing specific, accurate and timely information to members regarding Credit Union products and services. Responsible for educating members regarding current marketing promotions, for engaging new members to become Signature Members within their first 120 days of joining the Credit Union, and for engaging existing members to deepen their product and service usage with the Credit Union. Completes applications for equity products and makes referrals for insurance services, investment services and first mortgage real estate services. ESSENTIAL POSITION...

With more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 43 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com. Job Description The Accounts Payable Specialist II is an accounting support position in a fast-paced centralized accounting services environment providing financial services to properties throughout North America. The position is a liaison between the Shared Service Center and the branches. This position is eligible for telecommuting. Duties include but are not limited to: Verify supporting documentation meets documentation requirements. Work with the requestor for additional information necessary to complete the request, still within the initial SLA agreement. Develops and maintains...

POSITION SUMMARY: Primarily assists members in performing accurate transactions and providing account information. Assists in establishing memberships, lo share accounts and other deposit products by assessing member needs, completing necessary documents and performing data entry of records in compliance with audit requirements. 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 insurance and/or investment products offered through Wescom Insurance Services and Wescom Financial Services. Responsible for engaging new and existing members to deepen their relationship with the Credit Union by educating members about products and services and referring members for Mortgage and Home Equity products. ESSENTIAL POSITION FUNCTIONS: Follows cash control guidelines to safeguard the credit union and member...

POSITION SUMMARY: Primarily assists members in performing accurate transactions and providing account information. Assists in establishing memberships, lo share accounts and other deposit products by assessing member needs, completing necessary documents and performing data entry of records in compliance with audit requirements. 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 insurance and/or investment products offered through Wescom Insurance Services and Wescom Financial Services. Responsible for engaging new and existing members to deepen their relationship with the Credit Union by educating members about products and services and referring members for Mortgage and Home Equity products. ESSENTIAL POSITION FUNCTIONS: Follows cash control guidelines to safeguard the credit union and member...

Non-Exempt: The hourly salary range for this role is $21.00hr - $31.94hr POSITION SUMMARY: Primarily assists members in performing accurate transactions and providing account information. Assists in establishing memberships, lo share accounts and other deposit products by assessing member needs, completing necessary documents and performing data entry of records in compliance with audit requirements. 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 insurance and/or investment products offered through Wescom Insurance Services and Wescom Financial Services. Responsible for engaging new and existing members to deepen their relationship with the Credit Union by educating members about products and services and referring members for Mortgage and Home Equity products. ESSENTIAL POSITION FUNCTIONS:...

SUMMARY The Accountant is responsible for performing a variety of routine and frequently non-routine clerical accounting functions in one or more of the following areas: general accounting, accounts receivable, prepaid expenses, fixed assets or accounts payable. These functions include, but are not limited to, compiling and sorting documents, calculating and verifying data, posting transactions to accounts and performing all other responsibilities as directed by the V.P of Finance or the CEO. ESSENTIAL DUTIES AND RESPONSIBILITIES: Compile statistical, financial, and accounting reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable, accounts receivable, profits and losses. Calculate, prepare, and present account schedules according to established procedures. Must comply with federal, state, and all company policies, procedures and regulations. Must have an intermediate understanding of accounting principles and procedures. Perform bank...

POSITION SUMMARY: Assists branch management team in the supervision and operations of a full-service branch and creates a work environment where staff consistently focuses on delivering Signature Experiences. Fosters a culture within the branch that reinforces member service, teamwork and collaboration, financial discipline, operational integrity, process improvement and efficiency. Leads, trains and coaches staff to perform transactions, establish memberships, share and loan accounts and related products and services by conducting interviews, completing necessary documents and performing data entry of records in compliance with audit requirements. Assumes responsibility for all branch functions in the absence of the Branch Manager and Assistant Branch Manager. Models desired behavior and promotes optimal member engagement. Motivates staff, reinforces needs driven-selling and referral activity for achievement of branch growth goals. Responsible for educating team members...

POSITION SUMMARY: Assists members in establishing memberships, share and loan accounts, and related products and services by conducting interviews, 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 the members. Promotes optimal member engagement by providing specific, accurate and timely information to members regarding Credit Union products and services. Responsible for educating members regarding current marketing promotions, for engaging new members to become Signature Members within their first 120 days of joining the Credit Union, and for engaging existing members to deepen their product and service usage with the Credit Union. Completes applications for equity products and makes referrals for insurance services, investment services and first mortgage real estate services. ESSENTIAL POSITION...

ORGANIZATION SUMMARY: Catholic Charities is one of the largest, oldest, and most comprehensive nonprofit human services organizations in Northern California, annually reaching more than 60,000 vulnerable individuals of all faiths in San Francisco, San Mateo, and Marin Counties. With a staff of approximately 450, reaching peaks of nearly 600 with seasonal hires, a budget of $54.3 million, and a current governing board of 27, this venerable, fully-accredited, independent 501(c)(3) nonprofit addresses some of the most pressing community needs – homelessness, generational poverty, immigration, inequality, hunger, aging in isolation, and communicable disease - to name a few – with compassion and services of highest quality. PROGRAM & POSITION SUMMARY: Under general supervision from Program Division Leadership, this position assumes responsibility for the day-to-day office administrative operations, and functions for the Catholic Charites programs- Treasure Island Supportive...

Relationship Manager II What We Need FLEETCOR is currently looking to hire a Relationship Manager II within our Corpay division. This position falls under our Corporate Payments line of business. In this role, you will be responsible for the overall management of assigned accounts based across the United States, focused on FLEETCOR and our Corpay corporate payment products. The Relationship Manager is accountable for the maintenance, growth, and increased profitability of existing business, the cross-selling of new business, renewals, and the strategic direction of assigned accounts. You will report directly to the Vice President of Relationship Management and regularly collaborates with the Corpay field sales team. How We Work As a Relationship Manager, you will be expected to work in a virtual environment. FLEETCOR will set you up for success by providing the following: • Company-issued equipment • Formal, hands-on training • Monthly home internet stipend Role Responsibilities...

COMPANY PROFILE: AgTexas Farm Credit Services serves and supports approximately 2,600 member/borrowers in areas of lending, insurance sales, appraisal, and/or leasing. Eleven office locations can be found throughout the Association's 43-county trade territory, and the association has an average volume of approximately $2.7 billion. The lending portfolio consists of cotton, livestock, dairy, feed grains, real estate, and ag-related business loans. Additionally, the association territory provides diversity in production and mortgage loans as well as commodities financed. Without strong financial backing farmers and ranchers will not survive, and people will not have food to eat or clothes to wear. AgTexas provides reliable credit and crop insurance to our member-owners, so they can feed and clothe the world. POSITION: The Relationship Manager II/III position is located in Burleson, TX with a salary that is negotiable, depending upon experience. This position is responsible for...

Relationship Manager II What We Need FLEETCOR is currently looking to hire a Relationship Manager II within our Corpay division. This position falls under our Corporate Payments line of business. In this role, you will be responsible for the overall management of assigned accounts based across the United States, focused on FLEETCOR and our Corpay corporate payment products. The Relationship Manager is accountable for the maintenance, growth, and increased profitability of existing business, the cross-selling of new business, renewals, and the strategic direction of assigned accounts. You will report directly to the Vice President of Relationship Management and regularly collaborates with the Corpay field sales team. How We Work As a Relationship Manager, you will be expected to work in a virtual environment. FLEETCOR will set you up for success by providing the following: • Company-issued equipment • Formal, hands-on training • Monthly home internet stipend Role Responsibilities...

Relationship Manager II What We Need FLEETCOR is currently looking to hire a Relationship Manager II within our Corpay division. This position falls under our Corporate Payments line of business. In this role, you will be responsible for the overall management of assigned accounts based across the United States, focused on FLEETCOR and our Corpay corporate payment products. The Relationship Manager is accountable for the maintenance, growth, and increased profitability of existing business, the cross-selling of new business, renewals, and the strategic direction of assigned accounts. You will report directly to the Vice President of Relationship Management and regularly collaborates with the Corpay field sales team. How We Work As a Relationship Manager, you will be expected to work in a virtual environment. FLEETCOR will set you up for success by providing the following: • Company-issued equipment • Formal, hands-on training • Monthly home internet stipend Role Responsibilities...

Relationship Manager II What We Need FLEETCOR is currently looking to hire a Relationship Manager II within our Corpay division. This position falls under our Corporate Payments line of business. In this role, you will be responsible for the overall management of assigned accounts based across the United States, focused on FLEETCOR and our Corpay corporate payment products. The Relationship Manager is accountable for the maintenance, growth, and increased profitability of existing business, the cross-selling of new business, renewals, and the strategic direction of assigned accounts. You will report directly to the Vice President of Relationship Management and regularly collaborates with the Corpay field sales team. How We Work As a Relationship Manager, you will be expected to work in a virtual environment. FLEETCOR will set you up for success by providing the following: • Company-issued equipment • Formal, hands-on training • Monthly home internet stipend Role Responsibilities...

Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. This position requires the ability to work in the Salem, MA offices. Summer Intern Assignment The intern program at Salem Five Bank is a paid summer internship. Internships are open to college students completing their sophomore or junior years. This is a five day per week assignment, (M-F) 8:30 a.m. to 5:00 p.m. (2024 program dates are Tuesday, May 28, 2024 through Friday, August 9, 2024.) During the assignment, the intern will have the opportunity to work with members of the Commercial Underwriting Department, to gain a working knowledge of processes and the overall business operations of the Commercial Loan Division at Salem Five Bank. The selected intern candidate(s) would also gain valuable analytical experience under the direction of a...

Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. This position requires the ability to work in the Salem, MA offices. Summer Intern Assignment The intern program at Salem Five Bank is a paid summer internship. Internships are open to college students completing their sophomore or junior years. This is a five day per week assignment, (M-F) 8:30 a.m. to 5 p.m. (2024 program dates are Tuesday, May 28, 2024 through Friday, August 9, 2024.) During the assignment, the intern will have the opportunity to work with members of the Internal Audit Department and leadership throughout Salem Five Bank to gain a working knowledge of both the internal audit profession and overall business operations at a mutual savings bank. The intern will also gain valuable experience under the direction of an experienced...