Top 1872 Member services representative Jobs in Dublin Ca

Sales Assistant
Patelco Credit Union —Castro Valley, CA
- $29.50 an hour
- Full-time
- Spanish
- English
- Research
- Paid holidays
- Health insurance
Supervisor, Corporate Services
Tailored Shared Services, LLC —Dublin, CA
- $76,398 - $101,847 a year
- Full-time
- 5 years
- Mid-level
- Office
- Store discount
- Paid jury duty
Quick Apply
Teller (Senior Member Service Representative)
Patelco Credit Union —Dublin, CA
- $29 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Clerical Assistant Level 1 (Pleasanton, CA)
BeneSys, Inc. —Pleasanton, CA
- $31.49 an hour
- Full-time
- Heavy lifting
- Office
- High school diploma or GED
- Paid jury duty
- AD&D insurance
Quick Apply
5d
Member Service Representative Level 1 (Pleasanton, CA)
BeneSys, Inc. —Pleasanton, CA
- $34.12 an hour
- Full-time
- Microsoft Word
- Basic math
- High school diploma or GED
- Paid jury duty
- AD&D insurance
Quick Apply
Patient Services Representative II - Multi-Specialty
Sutter Health —San Carlos, CA
- $32.16 - $45.02 an hour
- 8 hour shift
- Microsoft Outlook
- Writing skills
- High school diploma or GED
Customer Navigator I - Part-time - Evenings (8HRS)
Stanford Health Care —Palo Alto, CA
- $38.15 - $42.96 an hour
- Part-time
- Hospital
- Computer literacy
- Windows
- Health insurance
4d
PATIENT ACCESS COORDINATOR
Axis Community Health —Pleasanton, CA
- $28 - $30 an hour
- Full-time
- Bilingual
- Management
- Writing skills
- 403(b) matching
- Paid holidays
Team Member
Regal Cinemas, Inc —Dublin, CA
- $20 an hour
- Part-time
- 21 years or older
- Communication skills
- Entry level
- 401(k) matching
Pharmacy Service Representative - (Full-Time, 8-Hour Day Shifts/Hybrid)
Stanford Health Care —Palo Alto, CA
- $31.30 - $35.25 an hour
- 8 hour shift
- Microsoft Word
- Microsoft Outlook
- Computer literacy
6d
Part-Time Financial Services Representative
1st United Credit Union —Livermore, CA
- $22 - $27 an hour
- Part-time
- High school diploma or GED
- Analysis skills
- 1 year
Quick Apply
Member Service Representative
American Swim Academy —Dublin, CA
- $19 - $21 an hour
- Part-time
- Computer literacy
- Typing
- Entry level
- Employee discount
Quick Apply
Clinical Lab Customer Service Representative
Stanford Health Care —Newark, CA
- $34.58 - $38.91 an hour
- Full-time
- 3 years
- Analysis skills
- Military encouraged
8d
Medical Receptionist
California Rehab & Sports Physical Therapy —San Ramon, CA
- $20 - $23 an hour
- Full-time
- Inventory management
- High school diploma or GED
- Clinic
- Loan repayment program
- Health insurance
Quick Apply
People Team Coordinator - Pleasanton, CA
Calyxo —Pleasanton, CA
- $85,000 - $95,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
SOL PT - Rehab Tech
Alliance Physical Therapy Partners —Danville, CA
- High school diploma or GED
- Rehabilitation center
- Organizational skills
Quick Apply
Animal Services Dispatcher 1 - Per Diem
San Ramon Valley Fire Protection District —San Ramon Valley, CA
- $30.90 - $51.50 an hour
- Part-time
- Pass drug screening
- Residential
- Administrative experience
- Paid sick time
19h
Customer Service Representative - State Farm Agent Team Member
Samantha Harris - State Farm Agent —Castro Valley, CA
- $52,000 - $100,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- 401(k)
- Paid time off
Quick Apply
Guest Services Representative
Cooley LLP —Palo Alto, CA
- $30 - $36 an hour
- Overtime
- Inventory management
- English
- Office
- Commuter assistance
- Health savings account
Warehouse Associate
Tommy Hilfiger —Livermore, CA
- $16.90 - $21.40 an hour
- Part-time
- Writing skills
- Warehouse
- Communication skills
- Paid holidays
- Disability insurance

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Sales Assistant

Patelco Credit Union -
Castro Valley, CA

Apply Now

Job Details

Full-time
$29.50 an hour

Benefits

Paid holidays
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
On-the-job training
Employee assistance program
Vision insurance
Life insurance

Qualifications

Research
Non-CDL Class C

Full Job Description

About Patelco Credit Union:

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview:

In this role, responsibilities will include providing member service and sales support for the Investment & Insurance Services group for the organization.

This person will support the below locations:

Castro Valley (home branch)

San Francisco Main

San Francisco Sunset

Oakland Webster

Oakland City Center

San Ramon

Danville

Responsibilities:

Coordinates with Financial Advisors and branch staff on referral reports, meetings and other investment and financial services related training.
Conducts research on client and security information while maintaining and updating members’ brokerage accounts, securities, and mutual funds.
Researches and follows-up on client documentation for proper maintenance of the accounts.
Analyzes reports and statements to determine and offer appropriate solutions, options and resources to members, Financial Advisors, and staff.
Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
Ensure overall professional appearance, including work area, over the phone or in face-to-face contact with members, other employees, or vendors.
Follows up on any appointment leads (branch referrals, website, seminars, etc.)
Calls clients and prospects and makes appointments for the representative.
Processes incoming client mail, paperwork and other items to support the representative.
Assists representative with back to representative service items.
Maintains calendar for the representative.
Performs service duties for representative, which may include monitoring assigned representatives’ emails and voicemails for follow up items, which may include prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow up to the emails or voice mails.
Works with compliance to administer and track any advertising approvals as needed.
Prospects for clients within clearly defined markets.
Manages scheduling, planning, and tracking of attendees for seminars and workshops.
Assists Financial Advisor with travel arrangements and other travel-related items.
Fosters and supports relationships with clients.
Listens effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.
Works closely with other personnel and assistants to build program.
Supports entire program and pitches in when other assistant(s) are out, if applicable.
Sets and keeps consistent office hours.
Supports Patelco CU Mission and Corporate Values
Other projects and duties may be assigned.
Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.

Qualifications:

AA degree in Business preferred or equivalent.
At least two (2) years of job-related work experience.
Occasional travel to branch locations. Must have a valid CA Class C license.
Familiarity with financial and investment terms, products and markets preferred.
Proficient in MS applications such as Word, PowerPoint, Excel.
Proficient in Financial program software such as Unio or NetX Pro.
Strong communication skills/proficiency.
Bilingual (English/Spanish), in both written and oral, a plus.

Target Base Pay:

$29.50 / hr

Compensation at Patelco:

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

We Offer:

Physical Health:

Exceptional Medical, Dental, Vision, and Life Insurance benefits
Onsite fitness center at HQ and rewards for completing wellness related activities

Financial Health:

Competitive compensation packages with bonus opportunity
401(k) with 3% Safe Harbor and 5% employer match
Discounts on loan products
Tuition reimbursement

Emotional Health:

Employee Assistance Program (EAP)
PTO for part-time and full-time positions
Paid holidays

Personal Development:

On-the-job training and skills development
Internal transfer opportunities for career growth
Volunteer work

Flexible work arrangements available for specific positions

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

IND123

Apply Now

Refine Your Search

member services representative jobs in dublin ca

Sales Assistant

Supervisor, Corporate Services

Teller (Senior Member Service Representative)

Clerical Assistant Level 1 (Pleasanton, CA)

Member Service Representative Level 1 (Pleasanton, CA)

Patient Services Representative II - Multi-Specialty

Customer Navigator I - Part-time - Evenings (8HRS)

PATIENT ACCESS COORDINATOR

Team Member

Pharmacy Service Representative - (Full-Time, 8-Hour Day Shifts/Hybrid)

Part-Time Financial Services Representative

Member Service Representative

Clinical Lab Customer Service Representative

Medical Receptionist

People Team Coordinator - Pleasanton, CA

SOL PT - Rehab Tech

Animal Services Dispatcher 1 - Per Diem

Customer Service Representative - State Farm Agent Team Member

Guest Services Representative

Warehouse Associate

I want to receive the latest job alert for member services representative in dublin ca

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