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Job DescriptionAre you an energetic sales professional? A premier manufacturer of precision coil springs is seeking a Sales Manager to lead their sales team. The company specializes in custom designs for industries such as aerospace, automotive, medical, and defense. The Sales Manager will oversee customer service representatives, manage sales territories, develop sales materials, analyze sales data, and network at events. Entry requirements include US citizenship, knowledge of mechanical components, experience in high-tech markets, and excellent communication skills. The role requires frequent travel and proficiency in Microsoft Office.Company Overview: This organization has stood at the forefront of exotic alloy spring manufacturing for decades and serves a wide range of industries. Adhering to industry standards, the company works intimately with clients to fulfill unique procurement requirements and deliver bespoke solutions.Primary Job Functions: The Sales Manager will be responsible for staffing and performance management, sales territory management, sales materials development, sales analysis and reporting, policy and procedure maintenance, representation and networking.Entry Requirements: The ideal candidate must be a US citizen with a profound understanding of mechanical components and job shop manufacturing. Additionally, proven experience in high-tech markets is essential along with exceptional communication skills.This opportunity is designed for a dynamic sales manager who excels in fostering robust sales environments, propelling team performance, and navigating the intricate landscapes of technical markets.

Job Description Grand Prix Classics – La Jolla, CA MUST BE LOCATED IN SAN DIEGO, CA. ON-SITE. NOT REMOTE. Grand Prix Classics is seeking a Full-Time Marketing Assistant to join our small, creative marketing team in La Jolla. This is a hands-on, multi-faceted role supporting both the creative and business sides of marketing. The Marketing Assistant will help manage a wide range of projects including promotional materials, print and digital advertising, copywriting, website updates, database administration, strategic sales support, and marketing research. Photography and videography experience is welcomed and appreciated, but not required. The primary focus of this role is strong marketing execution, organization, and creative support. We are seeking a professional who is: • Detail-oriented, • Highly organized with the ability to focus and multitask, • Comfortable working in a fast-paced, small-team environment, • Experienced with both the creative and analytical sides of marketing, • Collaborate in producing high-quality promotional materials, • Create professional advertisements for online and print industry publications that reflect the company’s brand, • Assist in compiling sales binders highlighting vehicle history and provenance, • Collaborating with email marketing campaigns, • Expert in Adobe Creative Suite (Photoshop, Lightroom, InDesign, Illustrator, Premiere), • Assist in maintaining the company website with images, text, and video content, • Webflow experience is helpful but not required, • Expert in Microsoft Office The ideal candidate has a passion for marketing and an interest in collector cars, motorsports, and motorcycles, and sees this role as an opportunity to grow, take on responsibility, and be rewarded for performance. A second language and knowledge of Europe, art, history, or collector vehicles are helpful but not required. About Grand Prix Classics: Grand Prix Classics is a boutique dealership specializing in rare historic sports cars, racing cars, and motorcycles with 45 years’ experience. We are actively involved in motor racing and attend events. We have domestic and international clients. Compensation: Please submit the following via email to : • Brief cover letter explaining your interest in the position, • Resume

Job Description Position Summary Under the general supervision of the Store Manager and Area Manager, the Customer Service Representative (CSR) supports daily store operations while upholding the company’s commitment to exceptional customer service. This role is responsible for cashiering, maintaining store presentation, ensuring food and beverage quality, and fostering a safe and welcoming environment for all customers. The CSR serves as the face of H&S Energy, creating a positive experience for every guest through friendly interactions, product knowledge, and efficient service. Responsibilities and Duties: Customer Service Excellence • Greet all customers with enthusiasm and professionalism, creating a welcoming environment (“Welcome to H&S” / “Welcome to Chevron”), • Deliver friendly, efficient, and accurate service at checkout while maintaining a positive attitude, • Follow the company’s Four Steps of Customer Service with every interaction to achieve outstanding customer satisfaction and Mystery Shop performance, • Communicate current promotions, loyalty programs, and product recommendations to enhance customer engagement, • Operate the Point of Sale (POS) system accurately for all cash, credit, and debit transactions, • Ensure correct change is given, receipts are issued, and refunds or exchanges are processed per company policy, • Perform safe drops, cash counts, and drawer balancing at shift end following standard procedures, • Stock shelves, coolers, and displays to ensure products are organized, priced correctly, and visually appealing, • Maintain signage, promotional materials, and pricing accuracy, • Remove expired, damaged, or recalled items and report discrepancies to the Station Manager, • Prepare and maintain all self-serve and ready-to-eat food and beverage stations (coffee, fountain, roller grill, etc.), • Follow all food safety, sanitation, and temperature guidelines, • Maintain cleanliness of the entire facility, including restrooms, fueling area, and trash disposal, • Refill windshield washer stations, paper towels, and squeegees at the pumps, • Follow all safety procedures and emergency response protocols, including knowledge of shutoff systems, • Adhere to the station’s shift duties checklist for assigned shifts, • Understand and assist with car wash operations (if applicable), • Perform other job-related duties as assigned by management Education and Work Experience • High school diploma or equivalent preferred, • Previous experience in retail, food service, or customer-facing roles preferred, • Basic knowledge of POS systems and cash-handling procedures, • CPR and First Aid training a plus, • Strong customer service and communication skills, • Ability to multitask and stay organized in a fast-paced setting, • Self-motivated and dependable, with strong follow-through and attention to detail, • Able to follow direction, take initiative, and maintain professionalism under pressure, • Comfortable using computers and POS systems; basic Microsoft Office skills a plus The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. • Frequent standing, walking, bending, and lifting up to 50 lbs, • Requires use of hands, arms, and vision to operate POS systems and restock merchandise, • Must be able to work both indoors and outdoors in various weather conditions, • Exposure to cleaning chemicals, fuel fumes, and noise typical of a retail fuel environment, • Must be able to communicate clearly and effectively in person and over the phone

Job Description Mission Statement The Salvation Army, an international movement, is an evangelical part of the universal Christian church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination. Position Summary The Youth Development Coordinator is an administrative and supervisory support position to the Youth Development Manager & Director. Youth Development Coordinators must have proven ability and desire to work with children, parents, volunteers, and peers. YD Coordinators supervise camp staff positions, oversee Day Camp program areas, and lead activities for Day Camp events as needed. YD Coordinators ensure the safety and well-being of all campers while they are in their care. YD Coordinators are expected to lead by example, create a welcoming environment for all, facilitate coaching and training of staff, assist with the hiring process, & facilitate relationship building amongst staff, parents, and children. Essential Functions • Know, explain, and exemplify mission, purpose, and values of the Kroc Center and the Salvation Army., • Delegate, coach, & instruct Day Camp staff to lead Day Camp and other recreation activities with enthusiasm according to training protocol., • Adhere to and implement discipline procedures created for campers and staff, • Complete “Report to Parents” forms to inform parents, Day Camp Director, and other Day Camp Coordinators of issues, such as camper injuries, disputes, and behavioral problems, • Coordinate any camper, parent, staff, or volunteer issues with other Day Camp Coordinators and to Day Camp Manager in timely manner; follow up with appropriate documentation as directed., • Always adhere to dress code by wearing assigned Day Camp Coordinator polo shirt and name tag, • Maintain an accurate group schedule for each camper group, including Day Camp Counselors that assigned to each specific group; ensure accurate group head-count of registered campers at all times, • Oversee and facilitate Day Camp sign-in/sign-out procedures according to protocol; check ID of each person signing out a camper, and ensure all participant documents are properly distributed to parents and/ or other authorized individuals, • Communicate respectfully and with a positive tone with peers, employees, supervisors, and customers of various socio-economic backgrounds; handle disputes with participants, parents and staff in a professional manner with guidance from the Youth Development Director & Manager, and act as a first point-of-contact in handling customer-service issues, • Enforce facility- and activity-specific regulations to ensure safety; ensure that only registered campers participate, • Provide information and answer questions regarding available Day Camp programs, • Maintain safe working environment; report and all facility defects/problems and any suspicious activities or persons to the Youth Development Manager & Director, • Perform point-of-scale operations, cash handling, and CCMS database management for all Day Camp programs, • Assist in emergencies and treatment of injured participants, volunteers, and/or staff; follow up by completing appropriate paperwork as directed, • Assist Youth Development Director & Manager with planning and instruction for annual Day Camp Staff Training Seminar, • Develop, monitor, and ensure implementation of participant behavior contracts as needed; ensure appropriate communication and completion of all documentation, • Supervise Day Camp Counselors and Junior Leaders & hold staff accountable for their responsibilities and actions while at camp., • Maintain a positive and professional relationship with everyone. Build a positive culture of coaching & accountability., • Create all camp group schedules, • Complete all assigned tasks in a timely and orderly manner., • Recognize spiritual need of individuals, which may require referral to the officer/pastor, • Maintain and distribute participants’ personal medications; maintain medication logbook according to established procedures, • Assist Youth Development Director & Manager with hiring: intake of candidates, pre-screen calls, interviewing, reference checks, and following paperwork collection. Ability to walk, swim, skate, stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis. Ability to be able to lift up-to 50lbs. Ability to grasp, push, pull objects such as files, file cabinets drawers and reach overhead. Ability to operate computer and telephone. Minimum Qualifications • Minimum High School graduate or equivalent; college degree preferred., • Current CPR/First Aid certifications required on first day of work, • Minimum 20 years of age, • Minimum two years of experience working with children, preferably in Day Camp environment., • Must maintain a valid California Driver’s License, • Must successfully complete Decision Driving Safety Test after driving for The Salvation Army and annually recertify as required, • Bilingual English/Spanish preferred., • Must work well and relate well with people, • Must attend staff, child safety, and other trainings as directed, • Must have a philosophy of education and child development consistent with that of The Salvation Army Kroc Center, • Must be capable of learning basic point -of-scale procedures, • Must be able to work well with children, parents, and staff in a capacity of leadership, counseling, and education including but not limited to, • Ability to relate joyfully and sensitively to children of all ages, • Ability to use appropriate positive discipline consistently, • Ability to handle security and crisis situations calmly, • Ability to provide constant and continual supervision, • Ability to engage and maintain a child’s interest in activities, • Previous experience with point-of-scale or computerized sales systems, • Requires use of Microsoft Word and Excel, • Microsoft PowerPoint helpful, • Working knowledge of integrated database applications and ability to use software programs with basic training

Job Description We offer competitive salary, full benefits package, Paid Time Off, and opportunities for professional growth. Established in 1981, Orient Express Container (OEC) Group is one of the top freight forwarders in the transportation industry. We provide freight transportation, logistics, and information services to over 50,000 customers through a network of global offices. Our employees recognize the impact we make in the global supply chain through staying on top of the ever-changing logistics industry with the goal of delivering quality information and services to our clients. As a Customer Service Coordinator, you will be responsible for working with assigned clients in tracking shipments, providing status updates, and general account support. Partnering with our Sales, Sales Support, and Operations teams, you will assist in elevating our customer experience! Requirements: • Minimum 2 years' experience in a freight forwarding role is required; preferably in a customer service or operations role., • Previous experience using the ERP system, CargoWise One, is preferred., • Previous experience handling or selling ocean and/or air services is preferred., • Proficiency with Microsoft Office including Outlook, Teams, Word, and Excel., • Clear and effective communication skills.Responsibilities:, • Validate and confirm all ocean/trucking/rail/air shipment bookings., • Manage shipments from origin to final destination to ensure customer satisfaction., • Provide shipment updates to clients including location tracing, pickup numbers, estimated time of arrivals, and last free day notices., • Build customer relationships and provide excellent customer service., • Manage daily emails/phone calls from customers and other OEC offices regarding shipment details., • Relay customer inquiries to the appropriate departments and provide the customer answers., • Use daily customer service reports to ensure all release requirements have been met before containers arrive at their final destination.Salary:, • $22-$28/hour dependent on transferable experience and education level.Benefits:, • Hybrid work schedule (1-day a week working from home); laptop provided by OEC Group., • 10-days PTO (Paid Time Off), Employee Appreciation Days, Paid Holidays, Sick/Flex time., • Full Health Insurance coverage including medical, dental, vision, term life, and accident insurance., • 401K retirement plan with 3% company match., • Discounted pet insurance - woof! woof! meow!, • Annual performance bonus and mid-year reviews for salary increases.Education: Powered by JazzHR 2yXdlCVSWL

Job DescriptionOur rapidly-expanding insurance agency is looking for a full-time life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today!Compensation: $110,000 at-plan earnings Responsibilities: • Manage electronic and paper records and ensure all contracting paperwork is kept current, • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims, • Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business, • Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies, • Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectationsQualifications:, • Client service experience as a sales representative a plus, • Skilled with Microsoft Office, • Must have graduated high school or received GED, a Bachelor’s degree is desired, • Strong interpersonal and communication skills are a must, • Previous health insurance or life insurance experience a plusAbout Company At Falcon PG, we believe in the power of ventureship—driving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life’s uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today’s challenges. We offer a dynamic, business-driven platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You’ll have the freedom to build your own career, develop authentic client relationships, and craft tailored financial solutions that truly make a difference. We’re looking for motivated professionals with an enterprising spirit, ready to create their own success. If you're a driven self-starter and passionate about making an impact, we’d love to connect. Let’s build something extraordinary—together!

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Employee discounts, • Flexible schedule, • Free food & snacks, • Free uniforms, • Opportunity for advancement, • Paid time off, • Training & development Responsibilities: • Assist in developing and implementing marketing strategies to promote Soccer Shots programs., • Engage with potential customers through social media platforms and community events., • Support the sales team by generating leads and following up with inquiries., • Conduct market research to identify new opportunities and trends in youth sports., • Create promotional materials and content to enhance brand visibility., • Help organize and execute local events to boost community engagement., • Monitor and report on marketing campaign performance and customer feedback., • Collaborate with team members to brainstorm innovative marketing ideas.Requirements:, • Currently pursuing a degree in Marketing, Business, or a related field., • Strong communication and interpersonal skills to engage with diverse audiences., • Familiarity with social media platforms and digital marketing strategies., • Detail-oriented with excellent organizational skills., • Ability to work independently and as part of a team., • Passion for youth sports and promoting healthy lifestyles., • Proficiency in Microsoft Office Suite and basic graphic design tools is a plus.

Job Description GENERAL JOB DESCRIPTION The Sales & Marketing Coordinator (SMC) plays a key role in supporting and advancing Lars Remodeling & Design's sales and marketing initiatives. This position partners closely with the Director of Marketing and Sales to plan, execute, and optimize marketing campaigns and sales operations. The role has a strong focus on digital marketing execution, including email and SMS campaign management, marketing automation, and CRM optimization through HubSpot. The Sales & Marketing Coordinator will serve as an internal HubSpot power user, building workflows, managing contact segmentation, maintaining campaign reporting dashboards, and ensuring marketing and sales systems operate efficiently. This role also is responsible for the design and production of marketing collateral and brand assets, ensuring consistency across all client-facing communications including proposals, brochures, presentations, and digital campaigns. In addition to hands-on campaign execution and design work, the Sales & Marketing Coordinator drives process improvements, reporting insights, and cross-functional coordination to ensure marketing initiatives align with company goals, brand standards, and revenue objectives. DUTIES AND RESPONSIBILITIES • Assist in the development and execution of marketing campaigns, both digital and traditional, to promote Lars Remodeling & Design's services;, • Manage content across social media platforms (Instagram, Facebook, Pinterest, etc.), ensuring consistency with the brand voice and aesthetics;, • Monitor social media engagement, respond to comments, and track performance metrics to optimize content strategies;, • Video content creation;, • Collaborate with the design team to create marketing materials, including brochures, newsletters, email campaigns, and blog posts;, • Assist in planning and organizing promotional events, tradeshows, and open houses to increase brand awareness;, • Work closely with the sales and design teams to ensure that marketing materials align with company goals and client needs;, • Conduct market research to identify trends, competitor activity, and potential growth opportunities;, • Coordinate the production of video content, photography, and promotional materials for the website and marketing initiatives;, • Track and report on marketing campaign performance using analytics tools (Google Analytics, social media insights, etc.);, • Assist with email marketing campaigns and ensure consistent communication with existing and potential clients; and Serve as a strategic partner to the Director of Marketing and Sales on marketing campaign planning, execution, and performance tracking. Lead the planning, creation, and execution of email and SMS marketing campaigns, including segmentation, scheduling, automation, and performance analysis. Act as the company's HubSpot platform expert, building and managing: • Marketing automation workflows, • Lead nurturing sequences, • Contact segmentation and list management, • Campaign tracking and attribution Maintain and update website content to ensure accuracy, SEO alignment, and consistency with brand messaging. Coordinate internal and external marketing initiatives including events, promotions, product launches, and sales campaigns. Support and execute multi-channel marketing campaigns, including email marketing, SMS, social media, blogs, press releases, and digital advertising. Ensure brand consistency across all marketing channels and customer-facing materials. Creative & Marketing Collateral Development (25%) Design and produce high-quality marketing materials including: • Brochures, • Sales presentations, • Client proposals, • Product sheets, • Email graphics, • Social media graphics, • Spec Books Ensure all marketing materials adhere to brand guidelines and maintain a high level of visual quality and professionalism. Collaborate with internal teams and external vendors to develop creative assets that support marketing and sales initiatives. Oversee ongoing updates and quality control of all sales and marketing collateral. Sales Operations & Client Experience (20%). • Oversee CRM data integrity, reporting, dashboards, and sales pipeline tracking, • Act as a liaison between prospective clients, sales team, and internal departments to ensure a seamless customer experience, • Provide advanced screening of prospective clients, gathering detailed project and budget information, • Coordinate and optimize scheduling for design consultations and internal meetings, • Provide administrative support to sales and marketing teams, including scheduling, documentation, and correspondence, • Oversee document management, ensuring contracts, project files, and marketing assets are accurate and accessible, • Maintain and monitor company collateral, business cards, literature, and all sales collateral, • Ensure professional handling of incoming calls and visitors, modeling excellent customer service standards QUALIFICATIONS Company Culture & Values • Demonstrates a positive, professional, and proactive attitude, • Embraces teamwork, collaboration, and mutual respect across all departments, • Approaches challenges with a solutions-focused mindset, • Represents the company's values in interactions with clients, partners, and coworkers, • Adapts well in a fast-paced environment while maintaining composure and professionalismKey Skills & Competencies, • Strong marketing operations and campaign management skills, • Exceptional written and verbal communication, • High level of professionalism and confidentiality, • Ability to manage multiple priorities and deadlines independently, • Strategic thinker with strong attention to detail, • Customer-focused mindset with strong interpersonal skills, • Team-oriented with the ability to work cross-functionallyExperience, • 2-3+ years of marketing experience-real estate, architecture or residential construction experience preferred, • Proficient in Adobe InDesign-Familiarity with the Adobe Creative Suite (Illustrator/Photoshop) is preferred, and/or the ability to learn the basics, • Proficient in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word), • A hands-on approach to problem-solving, • Excellent written and oral communication skills, • Excellent project management and organizational skills, • Proven ability to work across a wide array of different audiences, personalities, and experience levels, • Ability to successfully partner with both internal and external resources to build marketing content and marketing activities., • Self-motivated but works well in group environment, • Enthusiastic individual with a strong desire to learn and expand their marketing expertise, • Detail oriented, self-starter, able to set priorities and handle multiple projects at any given time, and comfortable working in a fast-paced environment on a team or independently, • Positive attitude with a strong sense of ownership and accountability, • Collaborative team player who contributes to a respectful and supportive work environment, • Resilient and adaptable, with a willingness to learn and growEquipment & Applications, • High proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint, SharePoint), • Working knowledge of standard office equipment, • Experience with software including:, • Adobe Photoshop, • PDF-XChange, • Buildertrend, • HubSpot

Job Description Mission Statement The Salvation Army, an international movement, is an evangelical part of the universal Christian church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination. Position Summary The Customer Service Coordinator is responsible for ensuring safe, effective and complete daily operations within the Gym, Fitness, Aquatics departments and all associated program areas. The Customer Service Coordinator serves as contact for incidents, staffing coverage and completion of opening and closing procedures as needed and in collaboration with department MODs. The Customer Service Coordinator will work closely with the Membership Manager to oversee the daily operations of Gym Guest Services, ensuring effective, efficient processing of inquiries and sales. The Customer Service Coordinator plays an integral role in the hiring, onboarding and training of guest services staff in addition to ensuring operating procedures are well communicated and followed. Additionally, the Customer Service Coordinator will establish, monitor and maintain communication systems between guest services staff, other Kroc Center programs and staff as well as the public. Essential Functions • Work closely with the Membership Manager to develop, communicate and communicate daily operating procedures related to customer/ member interactions, with particular attention paid to membership and program sales., • Ensure timely, effective communication with and between Kroc Center associations and members/ guests., • Maintain a working knowledge of Kroc Center Software resources and support program managers with analysis, reports and staff training and feedback. Software may include Kroc Center website, krocsales.org (sales platform), Community Connect/ CCMS and others, as applicable., • Be available. Carry a radio & communicate with the GSAs when leaving the Gym/ Pool Deck (ie: let the staff know if you’re going to another venue). Except in extreme cases, the Customer Service Coordinator should not be going offsite., • Be professional. The Customer Service Coordinator must remain cognizant that he/ she may be called upon for a customer situation. Plan off the clock breaks to be done during hours when other MODs are still present., • Do frequent walk throughs of the building and pool deck., • Keep the last 30 minutes of the day open. This is the time when the last GSA is typically cashing out & aside from helping with building walk throughs, the MOD should help monitor the desk while the GSA is counting and begin closing tasks such as organizing their stations, sweeping for lost items, making announcements., • Perform all other duties, as assigned and necessary., • Respond to member, customer requests for a manager, communicating as appropriate to the respective department. Ability to walk, stand, bend, squat, climb, kneel and twist on an intermittent or sometimes continuous basis. Perform all physical aspects of the position, including being mobile, bending, reaching, and lifting up to 50 pounds at a time. Ability to grasp, push, pull objects such as files, file cabinets drawers and reach overhead. Ability to operate computer, fax and telephone. May be exposed to verbal outbursts, physical actions or bodily fluids as part of the environment. Work environments range from quiet work areas to busy, noisy indoor and outdoor spaces with several groups talking amongst themselves concurrently. Must be able to actively participate in youth games/activities. Minimum Qualifications • Must be at least 18 years of age, • Minimum high school diploma or equivalent. College degree preferred., • Minimum of 6 month’s experience at Kroc Center or similar facility preferred., • Must be able to read, write, and communicate in English. Bilingual (Spanish) preferred., • Have strong interpersonal & communication skills. Able to generate, maintain & demonstrate a friendly, enthusiastic, positive attitude., • Maintain a professional attitude and approach to problem solving and to maintain confidentiality., • Ability to work well with Managers, Directors, Support staff, and Divisional Team., • Ability to effectively understand, reflect, communicate the Christian mission, vision, goals and strengths of The Salvation Army Ray and Joan Kroc Corps Community Center, • Ability to function proactively and effectively with minimal supervision., • Ability to work well with a diverse population., • Experience in coaching/motivating groups & have proven leadership skills., • Strong motivational and management skills, • Ability to respond professionally to requests and inquiries from guests, members and staff., • Prefer experience with CCMS point of sales software.

Job DescriptionDescription: Summary: Handle all incoming calls and service requests directed to our Phone Branch. Open new accounts, handle member inquiries/transactions, account/loan maintenance and research requests. Provide accurate information, research and resolve members’ problems, and determine member needs while proactively cross selling credit union products and services in a professional, courteous and efficient manner. Remain current on all laws, rules and regulations including BSA and CIP programs. Essential Duties and Responsibilities: • Promptly answer all incoming calls in a polite, professional manner while complying with member identification procedures and ensuring member information security at all times. Determine caller’s nature of business and personally assist or when necessary, announce the caller and transfer to the appropriate individual or department. Comply with Wheelhouse Credit Union’s Internal Service Standards when communicating information to other branches/departments., • Provide a high level of quality member service. Answer each call with a “telephone smile.” Be professional, courteous, tactful and a good listener., • Strive to meet and exceed all Goals and Objectives set by the Phone Branch Manager., • Open accounts for existing members via phone and assist with online new account processing for applications submitted via our website. Act as a source of information for new and existing members who are seeking information about new accounts products, modifications to existing accounts or membership qualification. Promote and cross-sell additional Wheelhouse Credit Union products and services that fit our member’s needs., • Assist members with set up and navigation of Home Banking, Bill Payment, Mobile App and other Credit Union digital/online products, as they are applicable. Reset/unlock passwords, research and assist with trouble shooting member access issues and other digital banking related requests., • Process members’ account/loan inquiries, transactions, loan payments, copy requests, fee reversals and check orders. Research account discrepancies, errors and complaints; follow up to the point of resolution or direct to the applicable department for further assistance., • Maintain full knowledge of the Credit Union’s products, service and transaction procedures as required for performing service functions accurately and efficiently. Thoroughly read, understand and keep record of all promotional materials, the Wheelhouse Weekly, Desk Procedures, Credit Union Procedures and any information provided to you in order to represent the Credit Union in a knowledgeable and professional manner. Comply with all BSA and CIP programs along with the applicable laws, rules and regulations., • High School diploma or equivalent., • Minimum one year of credit union/banking or comparable financial industry experience required. New account opening experience preferred with demonstrated service and sales skills. Call center experience a plus. A bachelor’s degree will be considered in lieu of work experience., • Must possess professional written and verbal communication skills, including excellent telephone and e-mail etiquette including listening skills., • Proficiency with on-line data processing system and Microsoft Office Products. General working knowledge of the internet including online banking/mobile banking is required., • Must be eligible to become an individual endorsee under the business entity license of Wheelhouse Credit Union held with the California Department of Insurance. Will be required to complete an individual application for insurance and an affidavit of training and knowledge., • Must possess the ability to professionally represent the Credit Union and conduct business via the telephone with clear enunciation in English. Bilingual English/Spanish speaking a plus., • Must possess a high degree of organizational skills and the ability to handle multiple projects and deadlines. Ability to work independently and be self-motivated., • Excellent interpersonal and collaborative skills and the ability to develop and maintain positive working relationships are essential.