Client Service Associate I

2 weeks ago

Ventura, California, United States CBC Federal Credit Union Full time
Job Overview

POSITION TITLE: Account Service Representative I

DIVISION: Service

SUPERVISOR: Account Service Center Manager

EMPLOYMENT STATUS: Non-Exempt

PRIMARY OBJECTIVE: Support the credit union in delivering a seamless member experience that fosters loyalty.

KEY RESPONSIBILITIES:

  • Embrace CBC core values:
    • Make It Right: Commit to doing what is best for our credit union and our members.
    • Make It Easy: Provide straightforward financial solutions and efficient service.
    • Make It Personal: Build meaningful relationships with members based on their unique needs.
  • Assess the financial requirements of each member and suggest products or services that enhance their financial well-being.
  • Respond to all incoming calls promptly and courteously.
  • Conduct account servicing tasks, including:
    • Address account inquiries such as balances and transaction histories.
    • Process member transaction requests.
    • Manage check reorders and stop payments.
    • Facilitate bank wire requests.
    • Handle account maintenance.
  • Guide and support members with electronic services, including:
    • Assist with online banking resets.
    • Help with bill payment setup and inquiries.
    • Provide support for mobile banking and deposits.
  • Process new membership applications received through online channels.
  • Complete requests for deposit verifications.
  • Perform additional duties as assigned.

REQUIRED QUALIFICATIONS: The qualifications listed below are indicative of the knowledge, skills, and abilities necessary to effectively perform the essential duties of this role.

  • Understanding of or ability to learn about the credit union's offerings and relevant regulations.
  • Strong customer service skills, including timely and respectful responses to member needs.
  • Interpersonal skills that promote respect and conflict resolution.
  • Basic computer proficiency and familiarity with email and word processing.
  • Ability to apply common sense in interpreting and executing instructions.
  • Effective communication skills, both verbal and written.
  • Capability to follow management directives and take responsibility for actions.
  • Basic mathematical skills for handling transactions.
  • Commitment to producing quality work and improving performance based on feedback.
  • Ability to maintain a consistent work schedule.
  • Knowledge of BSA/AML/OFAC regulations relevant to this position.

EDUCATION AND EXPERIENCE: High school diploma or equivalent. Experience in a customer service role, ideally within a financial institution, involving cash handling and direct member interaction.

SUPERVISORY DUTIES: This position does not include supervisory responsibilities.

PHYSICAL DEMANDS: The physical requirements outlined below are representative of those that must be met by an employee to successfully perform the essential duties of this position. Reasonable accommodations may be made for individuals with disabilities.

This role involves sedentary activities with frequent computer use. Occasional standing and walking may be required. Repetitive hand movements for keyboarding are necessary.

WORK ENVIRONMENT: The work setting is a well-lit, climate-controlled office with moderate noise levels.

WORK SCHEDULE: The typical workweek will consist of approximately 29.5 to 40 hours, with potential overtime as necessary. Attendance at meetings outside of regular hours may be required. Management reserves the right to adjust work schedules to meet operational needs.

Job Posted by ApplicantPro

  • Client Services Associate I

    2 weeks ago

    Ventura, California, United States CBC Federal Credit Union Full time

    Position OverviewJOB TITLE: Account Service Representative IDEPARTMENT: ServiceREPORTS TO: Account Service Center ManagerJOB STATUS: Non-ExemptPRIMARY OBJECTIVE: Support the credit union in delivering a seamless member experience that fosters loyalty and satisfaction.KEY RESPONSIBILITIES: Embrace CBC core values:Make It Right: Commit to doing what is best...

  • Client Service Associate I

    2 weeks ago

    Ventura, California, United States CBC Federal Credit Union Full time

    Position OverviewJOB TITLE: Account Service Representative IDEPARTMENT: ServiceREPORTS TO: Account Service Center ManagerJOB STATUS: Non-ExemptPRIMARY OBJECTIVE: Support the credit union in delivering a seamless member experience that fosters loyalty.KEY RESPONSIBILITIES: Embrace CBC core values:Make It Right - CBC is committed to acting in the best...

  • Virtual Client Service Associate

    2 weeks ago

    Ventura, California, United States Morphius Corp Full time

    Become a Key Player as a Customer Support SpecialistMorphius Corp is on the lookout for a committed individual to take on the role of a customer support specialist. The successful candidate will be focused on enhancing customer satisfaction and will have a comprehensive understanding of our offerings. The primary duties of this position include:Addressing...

  • Client Engagement Associate

    2 weeks ago

    Ventura, California, United States HSO Oxnard Full time

    Position Overview: As a Customer Relations Specialist at HSO Oxnard, you will be instrumental in fostering and nurturing positive connections with our clientele. This role merges outstanding customer service with a sales orientation, focusing on comprehending customer requirements and advocating for our offerings. The ideal candidate will excel in...

  • Permit Services Specialist I/II

    2 weeks ago

    Ventura, California, United States City of Ventura California Full time

    Position OverviewThe City of Ventura's Community Development Department is currently seeking a qualified individual for the role of Permit Services Specialist I/II. Key ResponsibilitiesThis position involves engaging with the public to provide essential information regarding permit services. The ideal candidate will possess: Strong customer service...

  • Construction Permit Specialist I/II

    2 weeks ago

    Ventura, California, United States City of Ventura, CA Full time

    Salary: $41.02 Hourly Location: Ventura, CA Job Type: Full-Time Regular Job Number: 24MH-G46-2 Department: Community Development Department THE POSITION The City of Ventura's Community Development Department is actively seeking qualified candidates for the role of Construction Permit Specialist I/II. This position is ideal for individuals with a background...

  • Sales and Service Representative

    4 days ago

    Ventura, California, United States Big Brand Tire & Service Full time

    Job OverviewBig Brand Tire & Service is seeking a highly motivated and customer-focused Sales and Service Advisor to join our team. As a Sales and Service Advisor, you will be responsible for providing exceptional customer service, recommending products and services, and driving sales growth.Key ResponsibilitiesProvide exceptional customer service to guests,...

  • Service Station Associate

    2 weeks ago

    Ventura, California, United States TBA Enterprises Full time

    Job OverviewTBA Enterprises is seeking dedicated individuals for the role of Service Station Associate. Our team members play a vital role in ensuring smooth operations at our service station.Key Responsibilities:Exhibit a friendly and professional demeanor while addressing customer needs and maintaining a neat appearance in the company uniform.Process...

  • Laboratory Science Specialist I/II

    2 weeks ago

    Ventura, California, United States Ventura County Full time

    Position Overview:Under the supervision of the Pathologist and Laboratory Manager, the Laboratory Science Specialist performs a range of standardized chemical, microscopic, and bacteriological analyses to gather data essential for diagnosing and treating medical conditions. This role also includes orienting new staff and executing other related...

  • Client Sales Representative

    1 day ago

    Ventura, California, United States VinFast Full time

    About the RoleThe Client Advisor is a key member of the VinFast sales team, responsible for delivering an exceptional customer experience and driving sales growth. This role requires a strong passion for electric vehicles, excellent communication skills, and the ability to work in a fast-paced environment.Key ResponsibilitiesClient Engagement: Build strong...

  • Night Auditor and Guest Services Associate

    1 week ago

    Ventura, California, United States Motel 6 Riverside Full time

    Motel 6 Riverside is seeking a Night Auditor and Guest Services Associate.Key Responsibilities:As a member of our Guest Services Team, you will play a crucial role in creating a welcoming atmosphere for our guests while managing front desk operations. Your position is essential in making a positive first impression of our establishment.Demonstrate a genuine...

  • Litigation Associate

    4 days ago

    Ventura, California, United States W3Global Inc Full time

    Job DescriptionWe are seeking a highly motivated and independent Litigation Associate to join our team at W3Global Inc.About the Role:We are a mid-size, AV-rated business litigation and insurance defense firm located in Ventura County. We pride ourselves on our close-knit collaborative environment and strong ties to the local community.Key...

  • Client Engagement Representative

    2 weeks ago

    Ventura, California, United States HSO Oxnard Full time

    Position Overview: As a Customer Relations Specialist at HSO Oxnard, you will be instrumental in fostering and nurturing strong connections with our clientele. This role merges outstanding customer service with a sales-oriented mindset, focusing on discerning customer requirements and advocating for our offerings.Key Responsibilities:Articulate and showcase...

  • Business Development Associate

    6 days ago

    Ventura, California, United States Ventura Business Management Full time

    Job OverviewVentura Business Management is a rapidly expanding business solutions firm that empowers our clients' growth through innovative customer engagement strategies. We are currently seeking a dynamic and creative entry-level Enrollment Agent to drive our consumer audience's acquisition and retention efforts.Key Responsibilities:Create and present...

  • Financial Systems Analyst I/II/Senior

    1 week ago

    Ventura, California, United States Ventura Full time

    Salary: $75, $129,463.29 Annually Location: Ventura County Government Center, CA Job Type: Full-Time Regular Job Number: 0921AUD-24AB (EO) Department: Auditor-Controller Division: Business Technology WHAT WE OFFER General Salary Increase - 3.50% effective in the future.Educational Incentive - An educational incentive of 2.5% for completion of an associate's...

  • Customer Service Specialist

    2 weeks ago

    Ventura, California, United States Oxnard Mazda Full time

    KEY RESPONSIBILITIESEnsure the Customer Satisfaction Index (CSI) rating is upheld as per the standards set by the service management team.Oversee the complete customer service journey from the initial service interaction until the vehicle is returned to the client.Coordinate service appointments and prepare cost estimates.Guide clients on vehicle maintenance...

  • Client Support Specialist

    2 weeks ago

    Ventura, California, United States Edwards Label Full time

    Company OverviewEdwards Label is a dynamic and expanding packaging printing company, focusing on pressure-sensitive labels and flexible packaging solutions for various markets including retail, commercial, and industrial sectors. Our reputation is built on our rapid response times, creativity, and exceptional customer support. We foster a strong workplace...

  • Food Service Associate

    2 days ago

    Ventura, California, United States Black Angus Steakhouse LLC Full time

    Job OverviewWe are seeking a skilled and enthusiastic Food Server to join our team at Black Angus Steakhouse LLC. As a Food Server, you will play a vital role in providing exceptional customer service and ensuring a memorable dining experience for our guests.Key Responsibilities:Present a warm, friendly, and enthusiastic service-oriented attitude to all...

  • Part-time Associate

    1 month ago

    Ventura, California, United States Smart & Final Full time

    Part-time Associate390 - Ventura ExtraStarting Rate: $16.25/hrDo you? Provide excellent Customer Service? Love your Community? Love Food? Join our Store Operations Team as a Part-time AssociateStore Location 2750 E. Main Street Ventura, California, 93003 United States The Opportunity The Part-Time Associate is the key to our success Stores count on...

  • Litigation Associate Attorney

    2 weeks ago

    Ventura, California, United States W3Global Inc Full time

    Job OverviewPosition: Litigation Associate AttorneyLocation: Ventura, CAW3Global Inc is a reputable mid-sized firm specializing in business litigation and insurance defense. We are committed to fostering a collaborative and supportive work environment, with deep connections to the local community. Our team consists of long-standing staff members, ensuring a...