Top 571 client associate Jobs in clearwater, fl

Member Services Partner - Clearwater Branch
FiCare Federal Credit Union —Clearwater, FL
- $18 - $22 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Data analysis skills
- Health insurance
- Dental insurance
Quick Apply
10d
Medical Sales Associate
PPH —Tampa, FL
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- US work authorization
- In-person
- Flexible schedule
Quick Apply
Blood Bank Associate TSS
SCC Soft Computer —Clearwater, FL
- $20 - $23 an hour
- Full-time
- Computer science
- Writing skills
- HIPAA
3d
Sales Associate - Fitzgerald Subaru Clearwater
Fitzgerald Auto Mall of Clearwater —Clearwater, FL
- Urgently hiring
- 18 years or older
- Dealership
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Fiduciary Associate
Bank OZK —Clearwater, FL
- Full-time
- Microsoft Outlook
- Writing skills
- Research
- Dental insurance
- Paid time off
Administrative Assistant
ClearPath Health LLC —Clearwater, FL
- $23.44 - $28.23 an hour
- Part-time
- Bilingual
- Google Workspace
- Computer literacy
- Relocation assistance
Quick Apply
6d
Retail Part Time Store Associate
Office Depot —Clearwater, FL
- $14 - $16 an hour
- Part-time
- Computer literacy
- No experience needed
- High school diploma or GED
- Commuter assistance
- Health savings account
Sales Associate
ZOOM TAN INC —Clearwater, FL
- From $15 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- 1 year
- Health insurance
- Dental insurance
Quick Apply
13d
Associate Attorney - Family Law
Pasco County Family Law Firm —New Port Richey, FL
- Full-time
- Mid-level
- In-person
Quick Apply
1d
Associate Attorney
Lieser Skaff Alexander PLLC —Tampa, FL
- $105,000 - $125,000 a year
- Full-time
- Writing skills
- Public speaking
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
Counter Sales Associate I
Johnstone Supply LLC —Clearwater, FL
- Full-time
- Basic math
- ERP systems
- Research
- Health savings account
- Paid holidays
Senior Account Associate - Commercial Lines
Insurance Office of America, Inc. —Tampa, FL
- $50,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Research
- Paid holidays
- Health insurance
Quick Apply
Associate Veterinarian
American Veterinary Group —New Port Richey, FL
- Full-time
- Mid-level
- Medical-surgical
- Mentoring
- Continuing education credits
- Paid parental leave
Quick Apply
Associate Litigation Attorney - Remote
The Wind Law Group, PLLC —Florida
- $90,000 - $100,000 a year
- Email
- Remote
- 5 years
- Analysis skills
- Organizational skills
- Health insurance
- Paid time off
Quick Apply
Associate Attorney
Litchfield Cavo LLP —Tampa, FL
- Email
- Hybrid work
- Microsoft Outlook
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Support Administrator - (min 3+ yrs exp req)
Mezrah Consulting —Tampa, FL
- $40,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Excel
- Writing skills
- Health savings account
- Health insurance
Quick Apply
Associate Attorney
Kubicki Draper —Tampa, FL
- Full-time
- Hybrid work
- Microsoft Excel
- Writing skills
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Entry-Level Sales Agent
Aftermath Insurance Group —Tampa, FL
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Entry level
- Under 1 year
- Health insurance
- Dental insurance
Quick Apply
3d
Associate Attorney – Immigration
IAD —Florida
- $70,000 - $120,000 a year
- Full-time
- Remote
- Mid-level
- Travel
- Organizational skills
Quick Apply
Front Desk Receptionist / Showroom Associate
Priano —Tampa, FL
- $16 - $18 an hour
- 8 hour shift
- Serving
- Spanish
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply

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Member Services Partner - Clearwater Branch

FiCare Federal Credit Union
Clearwater, FL

Quick Apply

Job Details

Full-time
$18 - $22 an hour
10 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Teamwork
Confidential information handling
Customer relationship building
Microsoft Outlook
Phone communication
Sales needs analysis
Regulatory compliance
Windows
Compliance with security regulations
High school diploma or GED
Attention to detail
Client services
Customer engagement
Financial product expertise
Industry knowledge of financial regulations
Microsoft Teams
Customer support
Multi-line phone systems
Industry knowledge of retail banking
Client interaction via phone calls

Full Job Description

Job Overview
We are seeking a dedicated and personable Member Services Partner to join our team to service our Clearwater Branch. As a Member Services Partner, you will be assisting FiCare Federal Credit Union in fulfilling its mission of “Helping healthcare professionals and their families achieve their life needs, desires, and dreams by providing financial expertise, education, quality products, exceptional service, and personal care that goes beyond the expected, every day.

In this role, you will serve as the primary point of contact for our members, providing exceptional customer support and ensuring a positive member experience. Member Services Partners assist members with various types of transactions, examining checks, referring credit union products and services, and balancing their cash drawer each day. You will interact with members face-to-face, via phone, or chat/email in a fast-paced environment and are responsible for meeting their requests. Member Service Partners are proactive in referring FiCare FCU products/services to every member to enhance their financial wellbeing.

The ideal candidate will possess strong communication skills, be multilingual or bilingual in English and other languages, and have experience in client services or call center environments. This position offers an opportunity to work in a dynamic environment where your interpersonal skills and attention to detail will make a meaningful impact on our members' satisfaction.

Position accountabilities:

Deliver Exceptional Member Service - Provide personalized, high-quality service to all credit union members. Accurately process a wide range of financial transactions, including deposits, withdrawals, transfers, check cashing, loan and credit card payments, cash advances, and official checks, etc., in accordance with credit union policies and procedures.
Drive Sales and Product Awareness - Actively promote and cross-sell credit union products and services that align with members’ financial goals. Demonstrate strong product knowledge, identify opportunities, address objections, and recommend solutions that improve members’ financial well-being.
Ensure Transaction Integrity and Compliance - Examine checks for proper endorsement and negotiability. Determine fund availability in compliance with regulations and internal policies. Appropriately place holds on uncollected funds and issue required documentation. Process mail and night deposit transactions daily with accuracy and timeliness.
Maintain Confidentiality and Security - Safeguard all member information and account records. Ensure all interactions and transactions are handled with the highest level of confidentiality and professionalism.
Resolve Member Issues - Assist members in resolving account discrepancies, statement questions, and service concerns with patience, accuracy, and a solutions-oriented approach. Conduct outbound calling to follow up on member inquiries or promote services as needed.
Comply with Policies and Regulatory Standards - Adhere to all credit union policies, procedures, and regulatory requirements. Participate in required training and demonstrate the application of learned knowledge in daily responsibilities.
Promote Teamwork and a Positive Work Environment - Collaborate effectively with team members to achieve branch goals and support daily operations. Exhibit a positive attitude and a cooperative spirit in all interactions.

Minimum Qualifications and Experience:

Energetic and personable, with the ability to confidently engage members in meaningful conversations to uncover needs through active listening and thoughtful questioning.
Must possess a strong customer service focus and demonstrate a high level of professionalism and empathy in all interactions. Skilled in managing sensitive or confidential situations with discretion and care.
Excellent verbal and written communication abilities, with polished, professional phone etiquette and active listening skills. Capable of conveying information clearly and professionally across various communication tools and platforms.
Solid understanding of credit union and banking products and services, with the ability to clearly explain features and recommend appropriate solutions based on member needs.
Familiarity with key federal banking regulations and compliance requirements, including: Bank Secrecy Act (BSA), Right to Financial Privacy Act. Gramm-Leach-Bliley Act (GLBA – Privacy), Truth in Savings Act, Regulation CC (Funds Availability) and Regulation E (Electronic Fund Transfers)
Highly organized with the ability to prioritize multiple tasks, manage time efficiently, and maintain accuracy in a high-volume, fast-paced environment.
Experience with data entry, analysis skills, and cash handling is a plus
Proficient in Microsoft Windows 10 and related applications, including Word, Excel, Outlook, and Teams. Experienced with office equipment such as multi-line phone systems, printers, scanners, and other standard business tools.
Outbound calling experience and familiarity with call center operations preferred
Ability to work well independently as well as part of a team
High school diploma or equivalent required; additional education or training in customer service is a plus

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Banking: 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in clearwater, fl

Member Services Partner - Clearwater Branch

Medical Sales Associate

Blood Bank Associate TSS

Sales Associate - Fitzgerald Subaru Clearwater

Fiduciary Associate

Administrative Assistant

Retail Part Time Store Associate

Sales Associate

Associate Attorney - Family Law

Associate Attorney

Counter Sales Associate I

Senior Account Associate - Commercial Lines

Associate Veterinarian

Associate Litigation Attorney - Remote

Associate Attorney

Client Support Administrator - (min 3+ yrs exp req)

Associate Attorney

Entry-Level Sales Agent

Associate Attorney – Immigration

Front Desk Receptionist / Showroom Associate

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