Current jobs related to Member Relations Specialist - West Palm Beach - Guardians Credit Union
-
Member Relations Specialist
5 days ago
West Palm Beach, United States Guardians Credit Union Full timeJob DescriptionJob DescriptionSummaryServes as Member Relations Specialist in the credit union’s Virtual Services Center, the center receiving all in-bound calls from our membership. This position is responsible for answering all member questions, while cross-selling to deepen member relationships. This position is also responsible for appropriately...
-
Client Relations Specialist
2 weeks ago
Palm Beach, Florida, United States Five Star Senior Living Full timePosition OverviewWe are currently seeking a dedicated Client Relations Specialist to join our esteemed team.The Client Relations Specialist will focus on enhancing and sustaining the occupancy rates of our community in alignment with our strategic marketing and operational objectives.Key Responsibilities:Engage with potential residents and their families to...
-
Client Relations Specialist
2 days ago
West Palm Beach, Florida, United States Compass Group USA Full timeJOB TITLE: Client Relations SpecialistBecome a vital member of a team dedicated to delivering outstanding experiences for clients and visitors. Contribute significantly to fostering a welcoming and professional atmosphere for all guests. Manage the communication system and facilitate interactions with guests to ensure their comfort and safety. Oversee...
-
Club Member Relations Specialist
2 weeks ago
Palm Beach, Florida, United States The Breakers Full timePosition Overview:We are looking for a meticulous and well-organized professional to join our team as a Guest Services Coordinator. In this hourly position, you will act as a representative for our club members, providing tailored services to meet their unique needs and preferences. Your primary duty will be to design and manage a member appreciation gift...
-
Client Relations and Operations Specialist
2 weeks ago
West Palm Beach, Florida, United States Asfin Llc Full timeJob OverviewPosition Summary: We are looking for a meticulous and proactive Client Relations and Operations Specialist to become a key member of our team. The ideal candidate will oversee and enhance various operational workflows to guarantee the effectiveness and efficiency of our services. This position demands exceptional organizational abilities, a keen...
-
Client Relations Specialist
2 weeks ago
West Palm Beach, Florida, United States BBA Aviation Plc. Full timeJob ID 10539Location West Palm Beach, FloridaCompany BBA Aviation PlcJob Type Full timeJob Level Standard Position Overview BBA Aviation is a premier global provider of aviation services, operating numerous locations and employing thousands of professionals worldwide. Our team members benefit from a comprehensive range of perks, including health and wellness...
-
Client Relations Specialist
2 weeks ago
West Palm Beach, Florida, United States PrideStaff Full timeJoin a reputable organization seeking a Client Relations Specialist to enhance their team. This company prides itself on a supportive and family-oriented work environment with standard hours from 8:15 a.m. to 4:45 p.m.Key Responsibilities: Managing order processing Drafting written communications Addressing customer inquiries and needs Collaborating with...
-
Client Relations Specialist in Insurance
2 weeks ago
West Palm Beach, Florida, United States Lebrun insurance agency, Inc Full timePosition OverviewJoin the team at Lebrun Insurance Agency, Inc., a distinguished provider of insurance solutions. We pride ourselves on delivering outstanding service and fostering strong relationships with our clients. As a Client Relations Specialist, you will serve as the primary contact for our esteemed policyholders.In this position, you will have the...
-
Client Relations Specialist
2 weeks ago
Palm Beach, Florida, United States Stifel Financial Full timePosition Overview:The Client Relations Specialist plays a vital role in supporting the Financial Advisor by managing a variety of administrative responsibilities. This includes the initiation of new accounts, the management of investment documentation, and the organization of essential paperwork.Key Responsibilities:1. Facilitate the opening of new client...
-
Client Relations Specialist
1 week ago
Palm Beach, Florida, United States Stifel Financial Full timePosition Overview:The Client Relations Specialist plays a vital role in supporting the Financial Advisor by managing a variety of administrative responsibilities. This includes tasks such as establishing new client accounts, handling investment documentation, and maintaining essential records.Key Responsibilities:1. Facilitate the opening of new accounts to...
-
Client Relations Representative
2 weeks ago
West Palm Beach, Florida, United States St. Lucie Battery & Tire Full timeBecome a vital member of the team at St. Lucie Battery & Tire as a Customer Service Specialist. We are looking for a committed individual who is enthusiastic about helping customers and delivering outstanding service. In this role, you will be essential in engaging with clients, informing them about our products and services, scheduling appointments,...
-
Client Relations Specialist
2 weeks ago
West Palm Beach, Florida, United States The Learning Experience #363 Full timePosition: Customer Experience Representative - ReturnsCompany Overview:We are a prominent retailer in the Consumer Electronics and Appliance sector, recognized for our commitment to delivering exceptional value and service. Our extensive presence in the Southeast includes retail locations and a growing online platform, ensuring we provide our customers with...
-
Client Relations Specialist in Litigation
2 weeks ago
West Palm Beach, Florida, United States Fox Rothschild Full timeThe Litigation Client Services Coordinator position is tasked with delivering administrative support to a group of legal professionals by executing intricate administrative duties utilizing specialized expertise in the relevant practice areas. This role emphasizes teamwork and collaboration, ensuring the highest quality of service is provided to both...
-
Employee Relations Specialist
1 week ago
West Palm Beach, United States MorseLife Health Systems Full timeJob DescriptionJob DescriptionEssential Duties & Responsibilities:· Foster positive employee relations by promoting a culture of open communication, trust, and respect.· Research, investigate, and resolve employee grievances and mediate disputes.· Investigate employee complaints, prepare reports, and submit findings and recommendations, as requested by...
-
Club Member Services Specialist
2 weeks ago
Palm Beach, Florida, United States The Breakers Full timePosition Overview:We are looking for a meticulous and organized professional to join our team as a Club Member Services Specialist. In this hourly position, you will act as a representative for our club members, providing tailored services to meet their unique needs and preferences. Your primary duty will be to design and manage a member appreciation gift...
-
Client Relations Specialist
1 week ago
West Palm Beach, Florida, United States VidaCann Full timeKey ResponsibilitiesWelcome and assist clients as they arrive at the facility.Verify client identification and cannabis card eligibility.Engage with clients to provide tailored product suggestions based on their healthcare provider's recommendations.Access and effectively utilize the state's Medical Marijuana Use Registry (MMUR) to facilitate product...
-
Customer Relations Representative
3 months ago
West Palm Beach, United States Lily Vasconcelos- State Farm Agent Full timeJob DescriptionJob DescriptionBenefits:401(k)Bonus based on performanceCompetitive salaryOpportunity for advancementPaid time offROLE DESCRIPTION:As a Customer Relations Representative - State Farm Agent Team Member with Lily Vasconcelos- State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful...
-
Client Relations Specialist
2 weeks ago
West Palm Beach, Florida, United States Vivian Suarez - State Farm Agent Full timeJob OverviewPosition SummaryAre you a friendly and service-oriented individual? Do you thrive in environments where you interact with clients? If so, a position with a State Farm independent contractor agent could be the perfect fit for you. State Farm agents exclusively promote State Farm insurance and financial service offerings.Key ResponsibilitiesBuild...
-
Client Relations Specialist
2 weeks ago
West Palm Beach, Florida, United States Vivian Suarez - State Farm Agent Full timeJob OverviewPosition SummaryAre you a personable individual with a passion for customer service? If you thrive in a dynamic environment and enjoy engaging with clients, a role with a State Farm independent contractor agent could be the perfect fit for you. State Farm agents exclusively promote State Farm insurance and financial service offerings.Key...
-
Client Relations Specialist
2 weeks ago
West Palm Beach, Florida, United States Innova Solutions Full timePosition: Showroom Service CoordinatorInnova Solutions is actively seeking a dedicated Showroom Service Coordinator.Key Responsibilities: - Warmly welcome all visitors to the showroom. - Handle incoming calls related to showroom inquiries. - Organize and manage appointment scheduling. - Oversee customer sign-ins, maintain a central appointment calendar, and...
Member Relations Specialist
2 months ago
Summary
Serves as Member Service Specialist in the credit union’s location in West Palm Beach. This position is responsible for answering all member questions, while cross-selling to deepen member relationships. This position, only when necessary and as directed, will be able to float to other branches to cover in member services when needed for appropriate operational coverage.
Employee’s responsibilities regarding BSA – OFAC – AML – CTR laws, rules, and regulations: • Attain and maintain acceptable level of knowledge of laws, rules and regulations including all updates and changes. • Complete and accurately submit all necessary forms required by the laws, rules and regulations. • Complete all steps required in laws, rules, and regulations.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
• Be knowledgeable of all credit union products/services and account processing procedures relating to all deposit and loan functions.
• Provide prompt, accurate and professional service to our members.
• Answer member questions and investigates and corrects errors including maintenance on the data processing system.
• Sell and open ALL credit union products/services, to increase our penetration of credit union products/services per member.
• Develop sales leads using personal contacts, referrals, reports, etc.
• Ensures accuracy of member account information with each member interaction.
• Meet goals/objectives as outlined by credit union and Member Relations Supervisor and/or AVP – Branch Services for product sales.
• Ensure delivery of all account and loan documents to optical.
• Order share drafts.
• Assist with Internet loans and loans by phone as directed.
• Effectively manage loan ques to prevent lost business.
• Produce and provide Adverse Action notices.
• Process ECM payments.
• Handle GAP/Warranty Claims questions and cancellation questions.
• Field, manage and answer all debit card related issues.
• Field, manage and answer all Collateral Protection Insurance questions.
• Assist members with initiating all Payment Assurance claims.
• Conduct loan interviews, loan processing and loan closings.
• Order property searches, flood searches, and appraisals when appropriate.
• Create loans on the data processing system and produce loan documents.
• Prepare reports as requested by the Member Relations Supervisor and/or AVP – Branch Services.
• Accept wire transfer requests.
• Attend meetings and training sessions as directed.
• Develop an understanding of credit union history and the credit union philosophy.
• Remain knowledgeable about laws and regulations involving member service.
• Perform other related duties as assigned.
Supervisory Responsibilities: This job has no supervisory responsibilities.
Qualifications To perform this job successfully, an individual must be able to multi-task and perform each essential duty as described above satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or experience
High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
Language Skills
Ability to read and interpret documents such as all member records, compliance rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence effectively and grammatically accurate. Ability to speak professionally and effectively before members, groups of members or employees of organization.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills
To perform this job successfully, an individual should have knowledge of computers and various software including, Microsoft Office (Word, Excel, Outlook) and Internet applications. The individual must have a willingness (and then be proficient) to learn DataSafe, the credit union’s data processing system.
Physical Demands
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and /or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.