7 customer service jobs found in Napa, CA

Redwood Credit Union Redwood Credit Union is looking for an Insurance Representative, who will provide inside insurance sales support and service to RCU Members and RCUIS insureds interacting by phone, email or through virtual methods. The ideal individual is eager to build relationships by following-up on warm insurance sales leads and providing day-to-day servicing of clients or potential clients. Responsibilities to include addressing various coverage issues, handling inside service and sales work associated with existing polices, all endorsement activity, routine coverage questions, problem solving, renewals, and the binding of policies. Key Responsibilities Service: * Provide exceptional customer service to all internal and external customers. * Follow up with Members referred to the insurance agency by branch, Member Service Center, or other departments to assist with insurance needs. * Quote and bind new policies from leads or from existing insurance book. *...

Redwood Credit Union Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions. Key Responsibilities Service: o Answer the telephone within established performance and service guidelines. o Complete phone transactions accurately and efficiently. o Disseminate and provide education of lending, CUSO and membership information to callers. o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance o Provide basic level technical support of our online and Mobile banking platforms o Deliver excellent Member service by...

Redwood Credit Union Redwood Credit Union is looking for an Account Fraud Specialist I, who will identify, prevent and mitigate fraud and related threats against RCU Members, assets, and team members. Serve as a responder to Member, Branch and Back Office concerns, evaluating content and measuring risk, forwarding priority matters to the Account Fraud Assistant Manager. Key Responsibilities Department Operations: o Review daily Mobile Deposit Capture reports (MDC Fraudboard) to identify potential fraudulent transactions and restrict accounts as needed. o Review daily reports in Verafin which identify New Account Fraud, Wire Fraud, MDC Fraud, ATM Fraud, and Online Banking Account Takeover. When fraudulent activity is identified, restrict accounts, and communicate with Members as appropriate. o Review Member high-risk contact information changes for potential account takeovers and restrict/secure accounts where necessary. o Review daily reports for potential External...

Redwood Credit Union Redwood Credit Union is looking for an Electronic Services Specialist II, who will provide technical expertise in administration of payment and item processing for Redwood Credit Union. Under limited supervision, perform a wide variety of semi-routine accounting, regulatory compliance, clerical, product quality control and technical duties of moderate complexity. This intermediate level position is responsible for fraud prevention, recovery, and daily operations for area of responsibility. Key Responsibilities Member Service: * Provide superior service that meets RCU Service Standards and Values to Members and team members of Redwood Credit Union. * Responsible for one or two critical areas of payment processing. * Manage and implement regulatory compliance for area of responsibility. * Review, process exceptions in compliance with regulations, balance reports and create return files to the Federal Reserve Bank; work directly with FRB to resolve...

Redwood Credit Union Redwood Credit Union is seeking an Electronic Services Specialist III, who will provide technical expertise in administering payment and item processing for Redwood Credit Union. Under minimal supervision, perform a wide variety of semi-routine accounting, regulatory compliance and implementation, clerical, product development and quality control duties of moderate complexity using advanced knowledge in fraud detection, prevention, and recovery. This senior level position is responsible to lead the day-to-day functions for multiple areas of responsibility, and provide direction, training, support, and mentorship to junior team members. Key Responsibilities Member Service: o Provide superior service that meets RCU Service Standards and Values to Members and team members of Redwood Credit Union. o Responsible for at least two critical areas of payment or item processing for ACH, RCUpay, Bill Pay, Image Center system, Business online deposit, Lockbox,...

Redwood Credit Union Redwood Credit Union is looking for an External Mortgage Loan Officer, who will market and originate Redwood Credit Union (RCU) first and second lien loan products primarily from newly developed and previously established external sources of business to substantially contribute to the organization's residential loan growth. Responsible for deepening prospective and existing member profiles by having a solid understanding of the full suite of lending products available and by initiating cross lending referrals that are outside of residential originations. Key Responsibilities External Loan Originations/Pipeline Management: * Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service. * Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals. * Actively grow previously...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Junior Order Management Specialist Location : Jacksonville or San Francisco | Hybrid Get To Know Us: For more than 35 years, SS&C has developed the technology and services to power our clients' success. With industry-specific solutions from the alternatives space to healthcare to wealth management, SS&C is leading the way toward the future. Why You Will Love It Here! Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible...