84 customer service jobs found

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. *...

Apex Systems, Inc. Job#: 3026140 Job Description: Principal Product Manager - Finance Systems (Accounts Payable & Suppliers) Location: Austin, TX (Onsite Monday-Friday) Contract: 6 months (extension likely) | Start: ASAP Interview Process: Two video interviews About the Role We're seeking a seasoned Principal Product Manager to lead product strategy and execution across Accounts Payable (AP) and Supplier domains for a large, complex enterprise environment. This role is highly visible and will be instrumental in building a roadmap for financial systems convergence and application rationalization -improving operational efficiency, strengthening controls, and enabling scalable finance processes that support a large footprint of business operations. What You'll Do Own translation of business intent, customer needs, and technical direction into clear requirements and/or product backlog for complex finance applications Build and manage a 12+ month...

Apex Systems, Inc. Job#: 3026202 Job Description: Data Reporting Analyst - Independent Dispute Resolution (IDR) Contract Length: 12 months Pay Rate: $25-$29/hour Location: Remote (candidates must reside in Oregon, Washington, Utah, or Idaho ) Job Summary The Data Reporting Analyst for Independent Dispute Resolution (IDR) leads analytical, technical, and reporting efforts to support an enterprise IDR program within the healthcare insurance space. This role is responsible for developing metrics, dashboards, and insights that help stakeholders understand IDR volume, cost drivers, trends, and financial impact. Working closely with Appeals, Program Management, Technology Services, and leadership teams, the analyst transforms complex IDR and claims data into actionable insights that inform strategic decisionmaking, risk mitigation, and operational improvements. Key ResponsibilitiesData Analysis & Reporting Develop and maintain comprehensive tracking metrics for...

Apex Systems, Inc. Job#: 3026084 Job Description: Client: Financial Services Team: Syndicated Finance / Deal Operations Job Title: Business Operations Analyst - Capital Markets / Syndicated Deals Location: Charlotte, NC | Hybrid 3x/week Contract Length: 3+ month C2H Rate: $35-40/hr Interview Process: 1 round Teams Top Requirements: 3-5+ years' experience in financial operations, middle office, or deal support environments Strong Excel skills (deal tracking, formulas, pivots, large datasets) Experience with wires, payments, or transaction processing Ability to manage high volumes of deals or transactions simultaneously Strong organizational skills with ability to follow up across multiple stakeholders Plusses: Experience supporting syndicated deals, capital markets, or structured finance teams Accounts payable / accounts receivable experience within financial services Exposure to mortgage finance, capital markets, or banking...

Redwood Credit Union Redwood Credit Union is looking for a Business Services Intern in their Junior or Senior year. The student filling this position will handle a wide range of important duties related to supporting our Members and the Business Services team. Internship Details This position is for a full-time, seasonal internship – 40 hours per week. This internship will begin on, June 8, 2026, and end on August 14, 2026 (end date can be modified based on fall college schedule). Ability to provide a recent transcript will be required during the interview process. This position is not eligible for benefits other than what’s required by law. Preferred Majors Business Administration/Management Finance Communications Requirements Strong service orientation. Basic knowledge of MS Excel, Word and Outlook. Customer service experience. Basic math skills. Interest in learning how businesses operate. Ability to communicate...

Redwood Credit Union Redwood Credit Union is seeking a Wealth Management Operations Intern in their Junior or Senior year in college . This position supports the Wealth Management team through project-based work. Key projects include building an internal resource page to centralize sales-practice tools and materials and streamlining our electronic wealth data by implementing a clear, intuitive folder structure. This internship provides hands-on exposure to the skills, systems, and knowledge used by successful financial advisors. Internship Details This position is for a full-time, seasonal internship – 40 hours per week. This internship will begin on, June 8, 2026, and end on August 14, 2026 (end date can be modified based on fall college schedule). Ability to provide a recent transcript will be required during the interview process. This position is not eligible for benefits other than what’s required by law. Preferred Majors Business...

Apex Systems, Inc. Job#: 3025468 Job Description: Client Service & Product Support Consultant - Fraud Investigations Department: Fraud Investigations Client is hiring a Client Service & Product Support Consultant (Compliance) in our Employee Financial Solutions organization. As a Client Service & Product Support Consultant on the Fraud team, you will provide in-depth subject matter expertise and second-tier support for the Wisely Card product, focusing primarily on assisting card members inquiries and fraud concerns. You will use your technical and analytical skills to resolve issues, help protect card members from fraud. This role offers hands-on experience with industry-leading fraud tools and a clear path to deepen your expertise and impact. Ready to #MakeYourMark? Apply now! WHAT YOU'LL DO: Responsibilities * Provide prompt, second-tier support for card member inquiries (and occasional client requests), ensuring complex...

Transamerica Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of...

Redwood Credit Union Redwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures. Key Responsibilities Member Contact: o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services. o Handle inbound and outbound calls while adhering to compliance and member information security protocols. o Deliver exceptional service to members and internal departments, making sound decisions and escalating issues when necessary. o Perform skip-tracing and support delinquent members by processing payments, extensions, and workout loans. o Recommend accounts for repossession and assist Collateral Recovery Officers with documentation and follow-up. o Support...

Delta Community Credit Union Position Associate Wealth Advisor Job Code-8406 req5692 Peachtree City (Wisdom Rd) Full Time Click here to watch the brief video "A Day In The Life at Delta Community Retirement & Investment Services. Job Description Create your success story at Delta Community Credit Union - where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That's why we're one of Atlanta's Best Places to Work! Whether you're starting your professional journey or navigating the next step in your career, we invite you to join the Delta Community Credit Union team. Overview Delta Community Credit Union is looking for a lifelong learner and proven leader who thrives on helping clients take meaningful action toward...

Ameriprise Financial About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description Independently process, reconcile and/or balance the assigned product according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests with...

Unitek Learning Company Description As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue a rewarding and challenging career. We offer a competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description We are looking for a Financial Aid Administrator to join our team. As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process. As an FAA, you will report directly to the Director of Financial Aid. You will be responsible for administering, determining eligibility, and processing student financial aid to maintain positive cash flow, in addition to other related tasks for the financial aid department.  Processing...

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...

Unitek Learning Company Description As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue a rewarding and challenging career. We offer a competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description We are looking for a Financial Aid Administrator to join our team. As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process. As an FAA, you will report directly to the Director of Financial Aid. You will be responsible for administering, determining eligibility, and processing student financial aid to maintain positive cash flow, in addition to other related tasks for the financial aid department.  Processing...

Unitek Learning Company Description As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue a rewarding and challenging career. We offer a competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process. As an FAA, you will report directly to the Director of Financial Aid. You will be responsible for administering, determining eligibility, and processing student financial aid to maintain positive cash flow, in addition to other related tasks for the financial aid department. Processing Verification and Disbursements Awards state and federal aid to eligible...

Unitek Learning Company Description As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue a rewarding and challenging career. We offer a competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description We are looking for a Financial Aid Administrator to join our team. As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process. As an FAA, you will report directly to the Director of Financial Aid. You will be responsible for administering, determining eligibility, and processing student financial aid to maintain positive cash flow, in addition to other related tasks for the financial aid department.  Processing...

Ameriprise Financial In this role, you will independently process outgoing money movement transactions in accordance with department policies and procedures. This includes ensuring seamless and accurate handling of all transaction requests with minimal direction, collaborating with internal and external business partners to research and resolve issues promptly and accurately, and maintaining full compliance with industry regulations and internal control requirements throughout all processing activities. Key Responsibilities Independently process outgoing money movement transactions with accuracy, timeliness, and full regulatory compliance Partner with internal and external business stakeholders to research and resolve issues, troubleshoot problems, and ensure seamless service delivery Identify process improvement opportunities and collaborate with appropriate partners to design and implement solutions Utilize multiple computer applications and systems to access...

Babson College The Assistant Director is a financial aid professional with a primary responsibility for counseling students and parents about financial aid and educational financing options, and determining financial aid eligibility for institutional, federal, and state funds. The Assistant Director also administers selected aid programs and/or departmental functions. WHAT YOU WILL DO Perform need analysis and verification, determine eligibility, and award financial aid for a caseload of undergraduate and graduate students using both Institutional and Federal Methodology. Advise students and parents about financial aid application processes; federal, state and institutional aid programs; and educational financing options. Assist students and parents with financial planning for their program of study. Serve as counselor-on-duty in a three-person rotation, assisting students in the areas of financial aid and financing options, as well as SFS services related to student...

Unitek Learning Company Description As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue a rewarding and challenging career. We offer a competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description We are looking for a Financial Aid Administrator to join our team. As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process. As an FAA, you will report directly to the Director of Financial Aid. You will be responsible for administering, determining eligibility, and processing student financial aid to maintain positive cash flow, in addition to other related tasks for the financial aid department.  Processing...

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...