Banking And Financial Services Act Jobs in Appleton Remote
1,343 positions found
P
Senior Financial Analyst - Client Services
Salary not disclosed
Our client is a third-party administration and consulting firm specializing in employee stock ownership plans. Our client guides privately held businesses through every stage of their employee stock ownership plan journey from feasibility analysis to long-term sustainability.
Location: Appleton, Wisconsin (in office role)
Essential Responsibilities:
Financial Modeling & Analysis
- Build and maintain detailed feasibility models, including:
- Company valuation assumptions and transaction sizing
- Cash flow and debt service capacity analysis
- Repurchase obligation forecasts
- Tax impact and contribution modeling
- Run multiple transaction scenarios and sensitivity analyses to evaluate sustainability and risk.
- Identify financial constraints, red flags, and limiting factors in proposed company structures.
Feasibility and Transaction Support & Documentation
- Prepare clear analytical outputs, schedules, and summaries for use in client-facing presentations.
- Document assumptions, methodologies, and conclusions to support defensibility and consistency.
- Support diligence requests and follow-up analysis during sales and transaction phases.
Cross-Functional Collaboration
- Work closely with Solution Engineers to understand client objectives and refine feasibility scenarios.
- Coordinate with valuation, tax, and administration teams to align assumptions and inputs.
- Support transition from feasibility analysis to transaction execution and administration.
Quality & Standards
- Maintain modeling templates, tools, and internal best practices.
- Ensure analyses align with ERISA requirements, IRS regulations, and industry standards.
- Stay current on technical developments and regulatory changes.
Compensation & Benefits
- Base = $90-$110k base salary
- Variable Bonus: ~10% of base (annual payout in January), tied to production hours target (≈1,500 production hours)
- Projected Year One Earnings: $100k - $120k
- Health – employer pays 60% of the employee’s monthly premium
- Dental and vision insurance – employee pays 100%
- Short and Long-term Disability
Not Specified
V
Building Services - 2nd Shift
Salary not disclosed
POSITION TITLE: Building Services REPORTS TO: Maintenance Manager LOCATION: Neenah, WI REVISION DATE: 3/13/2026 Company Overview VT Industries, Inc., is North America’s leading manufacturer of architectural wood doors for commercial and residential applications, the largest post-form laminate countertop manufacturer in the United States, as well as a leading source for butcher block countertops and other architectural wood products.
VT is a family-owned company that offers a dynamic work environment and continues to invest in state-of-the-art manufacturing equipment and processes, as well as growth and development opportunities for its team members.
The company’s three divisions serve customers from sixteen manufacturing facilities strategically located throughout the U.S.
and Canada.
Description To assist, perform, and execute various supervised tasks throughout the plant effectively and efficiently.
The success of this position is based on effectively carrying out the following Essential Functions of the Position.
Perform various tasks related to manufacturing processes Communicate effectively with teams, coworkers, management, and office personnel Maintain a clean work environment for all members, ensuring waste is disposed of properly, dumpsters are emptied and recycling duties are complete Grounds maintenance interior and exterior – minor building repairs Assist with dust collection cleanup Work independently and in a team environment Operate a forklift safely Collect trash and empty each plant dumpster into the compactor Collect recycling and dispose in appropriate dumpster Remove scrap pallets from facility Empty dumpster into trash compactor Empty cardboard bins around the plant and place in compactor Repair wood trucks Weatherproof the building and replace window panes Test emergency lighting throughout the plant Check garage doors for proper operation Assist in wastewater disposal Assist in loading scrap pallets on trucks Complete project requests made by management, production employees and office personnel – Including grounds and building cleanliness requests Delivers and picks up materials/tools in an efficient and timely manner Other duties as assigned Qualifications Proven team player with positive attitude.
Must have a good driving record – Will need to run a MVR Operation of a Forklift Ability to apply appropriate use of personal protective equipment (i.e., safety gloves, safety glasses) Being able to problem solve independently Models VT’s Mission, Vision, and Values.
All team members are expected to follow the Code of Conduct to the highest standards as well as to adhere to the Attendance Policy of VT Industries.
Physical Requirements Tolerance for bending, standing and walking for long periods of time.
20-20 vision with or without prescribed eyeglasses, speaking ability and hearing accuracy.
Manual dexterity.
Must be able to move or carry up to 50 lbs.
frequently.
Able to tolerate working on the shop floor all day.
Ability to work a 40-hour week The physical demands described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
VT is a family-owned company that offers a dynamic work environment and continues to invest in state-of-the-art manufacturing equipment and processes, as well as growth and development opportunities for its team members.
The company’s three divisions serve customers from sixteen manufacturing facilities strategically located throughout the U.S.
and Canada.
Description To assist, perform, and execute various supervised tasks throughout the plant effectively and efficiently.
The success of this position is based on effectively carrying out the following Essential Functions of the Position.
Perform various tasks related to manufacturing processes Communicate effectively with teams, coworkers, management, and office personnel Maintain a clean work environment for all members, ensuring waste is disposed of properly, dumpsters are emptied and recycling duties are complete Grounds maintenance interior and exterior – minor building repairs Assist with dust collection cleanup Work independently and in a team environment Operate a forklift safely Collect trash and empty each plant dumpster into the compactor Collect recycling and dispose in appropriate dumpster Remove scrap pallets from facility Empty dumpster into trash compactor Empty cardboard bins around the plant and place in compactor Repair wood trucks Weatherproof the building and replace window panes Test emergency lighting throughout the plant Check garage doors for proper operation Assist in wastewater disposal Assist in loading scrap pallets on trucks Complete project requests made by management, production employees and office personnel – Including grounds and building cleanliness requests Delivers and picks up materials/tools in an efficient and timely manner Other duties as assigned Qualifications Proven team player with positive attitude.
Must have a good driving record – Will need to run a MVR Operation of a Forklift Ability to apply appropriate use of personal protective equipment (i.e., safety gloves, safety glasses) Being able to problem solve independently Models VT’s Mission, Vision, and Values.
All team members are expected to follow the Code of Conduct to the highest standards as well as to adhere to the Attendance Policy of VT Industries.
Physical Requirements Tolerance for bending, standing and walking for long periods of time.
20-20 vision with or without prescribed eyeglasses, speaking ability and hearing accuracy.
Manual dexterity.
Must be able to move or carry up to 50 lbs.
frequently.
Able to tolerate working on the shop floor all day.
Ability to work a 40-hour week The physical demands described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Not Specified
C
Field Service Foreman
✦ New
Salary not disclosed
Field Service Foreperson
Clean Harbors in Kaukauna, WI is seeking a Field Service Foreperson to join our safety conscious team. This position will be responsible for the direct supervision of the Field Technicians. Forepersons and Technicians will be responsible for the performance of tasks associated with emergency response (emergency spill cleanup), hazardous waste clean-up, site-remediation (tank and pit cleaning), equipment decontamination and handling of hazardous materials.
Responsibilities include:
- Valid Driver's License required
- Monday through Friday schedule, average start time 6 am
- Typically, an 8-10+ hour day, overtime after 40 hrs.
- On call as needed
- Possible overnight travel
Clean Harbors is the leading provider of environmental, energy and industrial services throughout the United States, Canada, Mexico and Puerto Rico. Everywhere industry meets environment, Clean Harbors is on-site, providing premier environmental, energy and industrial services. We are solving tough problems through innovation and proven methodology come be part of the solution with us.
Why Work for Clean Harbors?- Health and Safety is our #1 priority and we live it 3-6-5!
- Focus on maintaining sustainability and cleaning the Earth
- Pay range $25-27 per hour
- Comprehensive health benefits coverage after 30 days of full-time employment including 401K with Company match
- Own part of the company with our Employee Stock Purchase Plan
- Opportunities for growth and development for all the stages of your career
- Company paid training and tuition reimbursement
Not Specified
N
Branch Manager
Salary not disclosed
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
As a Branch Manager, you are responsible for driving new business for Nicolet and your branch, leading with a proactive, relationshipfocused approach that reflects and reinforces Nicolet's culture, values, and commitment to our customers and communities.
This role provides strategic leadership and operational oversight to ensure strong financial performance, exceptional customer experience, and operational excellence. Additionally, you engage personal and commercial customers and prospects with deeper, consultative conversations to understand their financial goals, recommend sophisticated solutions, and provide comprehensive guidance across deposit, digital, and lending needs.
As a Branch Manager, you will:
Strategic Leadership & Business Growth
Team Leadership & Talent Development
Customer Experience & Relationship Management
Sales Leadership & Market Expansion
Sales, Referrals & Portfolio Development
Operations, Risk, & Compliance
Community Leadership
General
Qualifications:
Benefits:
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
As a Branch Manager, you are responsible for driving new business for Nicolet and your branch, leading with a proactive, relationshipfocused approach that reflects and reinforces Nicolet's culture, values, and commitment to our customers and communities.
This role provides strategic leadership and operational oversight to ensure strong financial performance, exceptional customer experience, and operational excellence. Additionally, you engage personal and commercial customers and prospects with deeper, consultative conversations to understand their financial goals, recommend sophisticated solutions, and provide comprehensive guidance across deposit, digital, and lending needs.
As a Branch Manager, you will:
Strategic Leadership & Business Growth
- Develop and execute a comprehensive branch business plan focused on growth, profitability, customer acquisition, and retention.
- Analyze market conditions to identify competitive trends and new business opportunities.
- Maintain visibility within the community and build referral networks.
- Drive achievement of branch performance targets.
Team Leadership & Talent Development
- Lead, coach, and develop a highperforming team aligned with Nicolet's culture and values.
- Oversee hiring, onboarding, training, and workforce planning.
- Conduct coaching, performance reviews, and recognition.
Customer Experience & Relationship Management
- Ensure delivery of highquality customer experience.
- Cultivate strong consumer and business relationships.
- Lead needsbased conversations.
Sales Leadership & Market Expansion
- Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
- Coach and deliver needs-based sales process to proactively identify financial needs of current or prospective customers and recommend appropriate solutions.
- Partner with internal specialists.
- Lead sales meetings, branch huddles and performance coaching.
Sales, Referrals & Portfolio Development
- Identify opportunities to expand relationships through product recommendations, financial education, and proactive outreach.
- Use available reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
- Refer customers to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience.
- Meet and exceed assigned individual and branchlevel sales, service, and referral goals.
- Open and service deposit and loan accounts.
Operations, Risk, & Compliance
- Ensure compliance with regulatory requirements.
- Maintain operational discipline and control processes.
- Identify and escalate operational or risk concerns.
- Oversee daily branch operations.
- Assess workflows and implement improvements.
- Ensure team proficiency in products and technology.
Community Leadership
- Represent Nicolet in community events.
- Maintain visibility within the community, building referral networks and community partnerships.
General
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
- Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- Associates degree in banking, Finance or related field
- 3-5-years retail banking experience required
- 5+ years retail banking with management experience preferred
Banking operations, regulations, lending fundamentals
Business acumen including budgeting and performance
Leadership, coaching, and communication skills
Needsbased selling and customer engagement
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
Not Specified
N
Floating Universal Banker I
🏢 Nicolet National Bank
Salary not disclosed
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.
In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.
As a Universal Banker I, you will:
Customer Experience & Relationship Building:
- Provide welcoming and professional service across inperson, phone, and digital channels.
- Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
- Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
- Build trust by following through on requests and ensuring customers feel valued.
- Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
Teller Operations & Cash Management:
- Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
- Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
- Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
Customer Referrals & Product Education:
- Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
- Educate customers on digital tools such as mobile banking, online banking, and estatements.
- Support achievement of branch sales and referral goals through disciplined engagement and followup.
Problem Resolution & Support:
- Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
- Escalate more complex servicing matters to Personal Bankers or leadership.
Operational Excellence, Risk & Compliance:
- Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
- Protect customer data, ensure confidentiality, and follow documentation procedures.
- Maintain auditready accuracy in all teller work and branch support tasks.
Team Collaboration & Community Engagement:
- Participate in daily huddles and collaborate with team members to meet branch goals.
- Support community outreach efforts and represent Nicolet in local engagement activities.
- Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
General:
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
- Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- High school diploma or equivalent required.
- 1+ years of cashhandling and customerservice experience required.
- Prior banking or retail financialservices experience preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
Not Specified
D
Financial Analyst - Hybrid
✦ New
Salary not disclosed
DivIHN (pronounced “divine”) is a CMMI ML3-certified Technology and Talent solutions firm.
Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations.
Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.
Visit us at to learn more and view our open positions.
Please apply or call one of us to learn more For further inquiries regarding the following opportunity, please contact our Talent Specialist, Vijay at (63 Title: Financial Analyst
- Hybrid Duration: 2 Months Location: Hybrid at Northbrook, IL Schedule: 8:00 AM
- 5:00 PM Note: The position reports to the Manager of Corporate Accounting, based at our Northbrook Headquarters, with flexibility to work from our Chicago office.
This is a hybrid role, requiring on-site presence three days per week.
Only W2 candidates are eligible for this position.
Third-party or C2C candidates will not be considered.
Description: Position Purpose: We are seeking a highly motivated and detail-oriented Senior Accountant to support global accounting operations, strengthen internal controls, and drive process improvements.
This role will play a key part in month-end close, cross-functional initiatives, and special projects.
The ideal candidate is analytical, proactive, and capable of operating independently in a fast-paced, collaborative environment.
Duties and Responsibilities: Lead and execute month end, quarter end, and year end close activities, including journal entries and account reconciliations Perform variance analysis and investigate discrepancies Support internal and external audit requests Support maintenance of Oracle Account reconciliation portal Maintain supporting documentation and schedules in compliance with SOX requirements Support both internal and external audits by providing requested materials and actively participating in walkthroughs and testing with auditors and internal stakeholders Contribute to various accounting and finance initiatives, including system implementations, process improvements, and other special projects as assigned Education and Experience: Bachelor's degree in accounting required Minimum 5 years of total accounting experience Knowledge of ERP: Oracle preferred, Oracle ARCS and Kyriba Experience with improvement initiatives and enhancements Ability to have a collaborative style and work with cross-functional and international teams Strong GAAP knowledge, analytical, and problem-solving skills Excellent verbal and written communication skills CPA certification preferred About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond.
The strategic characteristics of the organization are Standardization, Specialization, and Collaboration.
DivIHN is an equal opportunity employer.
DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.
CPA, Oracle, GAAP, Oracle ARCS, Kyriba
Remote working/work at home options are available for this role.
Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations.
Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.
Visit us at to learn more and view our open positions.
Please apply or call one of us to learn more For further inquiries regarding the following opportunity, please contact our Talent Specialist, Vijay at (63 Title: Financial Analyst
- Hybrid Duration: 2 Months Location: Hybrid at Northbrook, IL Schedule: 8:00 AM
- 5:00 PM Note: The position reports to the Manager of Corporate Accounting, based at our Northbrook Headquarters, with flexibility to work from our Chicago office.
This is a hybrid role, requiring on-site presence three days per week.
Only W2 candidates are eligible for this position.
Third-party or C2C candidates will not be considered.
Description: Position Purpose: We are seeking a highly motivated and detail-oriented Senior Accountant to support global accounting operations, strengthen internal controls, and drive process improvements.
This role will play a key part in month-end close, cross-functional initiatives, and special projects.
The ideal candidate is analytical, proactive, and capable of operating independently in a fast-paced, collaborative environment.
Duties and Responsibilities: Lead and execute month end, quarter end, and year end close activities, including journal entries and account reconciliations Perform variance analysis and investigate discrepancies Support internal and external audit requests Support maintenance of Oracle Account reconciliation portal Maintain supporting documentation and schedules in compliance with SOX requirements Support both internal and external audits by providing requested materials and actively participating in walkthroughs and testing with auditors and internal stakeholders Contribute to various accounting and finance initiatives, including system implementations, process improvements, and other special projects as assigned Education and Experience: Bachelor's degree in accounting required Minimum 5 years of total accounting experience Knowledge of ERP: Oracle preferred, Oracle ARCS and Kyriba Experience with improvement initiatives and enhancements Ability to have a collaborative style and work with cross-functional and international teams Strong GAAP knowledge, analytical, and problem-solving skills Excellent verbal and written communication skills CPA certification preferred About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond.
The strategic characteristics of the organization are Standardization, Specialization, and Collaboration.
DivIHN is an equal opportunity employer.
DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.
CPA, Oracle, GAAP, Oracle ARCS, Kyriba
Remote working/work at home options are available for this role.
Not Specified
R
Remote Chief Risk Officer for Digital Banking
$250 +
A recruitment and staffing agency is seeking a Chief Risk Officer for a remote position.
The role involves leading enterprise risk governance in digital banking operations, focusing on operational, regulatory, and financial risk.
With a requirement of over 12 years of risk leadership experience in banking or fintech, candidates should also hold a Bachelor's degree in Finance, Risk Management, or Business.
The compensation ranges from $250,000 to $380,000 plus bonuses and equity.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
The role involves leading enterprise risk governance in digital banking operations, focusing on operational, regulatory, and financial risk.
With a requirement of over 12 years of risk leadership experience in banking or fintech, candidates should also hold a Bachelor's degree in Finance, Risk Management, or Business.
The compensation ranges from $250,000 to $380,000 plus bonuses and equity.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
Not Specified
C
Customer Service Representative (Regional Remote)
✦ New
Salary not disclosed
Description
Requirements
Remote working/work at home options are available for this role.
Must be located within one hour of Pottstown, PA.
Are you stuck in your mundane Job with no growth opportunity? Are you looking to blend hard work and FUN?
Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.
Position Summary:
Member Advocate - Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists.
Supervisory Responsibilities:
No direct reports.
Essential Functions:
- Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met.
- Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties.
Requirements
Required Skills / Abilities:
- Demonstrated dedication to positive, member-focused service.
- Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
- Good organizational skills and attention to detail.
- Ability to work through member situations and provide effective and accurate resolutions.
- Good technical skills and ability to work with multiple systems.
- Ability to be available at 8:00am M-Sat.
- Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis.
Education / Experience:
- High school diploma or equivalent.
- Two plus years of customer service experience, preferably within a financial institution.
Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
Remote working/work at home options are available for this role.
Not Specified
Customer Service Representative - Remote
Salary not disclosed
Job Title : Customer Service Representative Duration : 6 Months Location : Remote Pay Rate : $13.50/ Hr on W-2 Productivity Management: Should be able to meet daily task handling through various form and medium of communication, written and/or verbal or phone.
Should be able to meet the quality, productivity targets and defined timelines to ensure Service Level Agreements (SLAs) and ensure there is no penalty due to miss in SLA's.
Ensure accuracy in the tasks completed.
Demonstrate analytical capabilities while performing tasks.
Should adhere to established policies, procedures, and compliance which result in a satisfactory audit rating Specialized/Practical Knowledge Should have knowledge on ITES/BPO/KPO/Customer Service /Operations.
Good proficiency on English language.
- Computer literate, should be able to work with different programs and screens with the customer on the line.
Exposure to business domain is an added advantage.
Excellent grasping powers able to understand the various processes.
Team player with excellent verbal and written communication skill.
Willing to work in 24/7 environment and sign a service agreement as per company norms.
Ability to work in flexible work schedule, including holidays and weekends.
BV Benefits Verification: Job description
- CVS Specialty is one of the nation's largest and most experienced providers of pharmacy services supporting individuals with chronic or genetic disease who require complex and expensive drug therapies.
Benefits Verification Representative will provide excellent customer service to patients, healthcare professionals and insurance carriers.
As part of this role you will verify insurance coverage for both new and existing patients in order to process patient prescription orders in a timely manner.
This position requires strong attention to detail, problem solving skills, and a performance-driven individual.
In many cases you will need to conduct Outbound calls to resolve a customer's case.
This is a role which requires you to process cases in efficient manner and you are measured on your ability to process no less than 8 cases per hour as a core agent and this ability is essential to your success! Customer Service Representative
Remote working/work at home options are available for this role.
Should be able to meet the quality, productivity targets and defined timelines to ensure Service Level Agreements (SLAs) and ensure there is no penalty due to miss in SLA's.
Ensure accuracy in the tasks completed.
Demonstrate analytical capabilities while performing tasks.
Should adhere to established policies, procedures, and compliance which result in a satisfactory audit rating Specialized/Practical Knowledge Should have knowledge on ITES/BPO/KPO/Customer Service /Operations.
Good proficiency on English language.
- Computer literate, should be able to work with different programs and screens with the customer on the line.
Exposure to business domain is an added advantage.
Excellent grasping powers able to understand the various processes.
Team player with excellent verbal and written communication skill.
Willing to work in 24/7 environment and sign a service agreement as per company norms.
Ability to work in flexible work schedule, including holidays and weekends.
BV Benefits Verification: Job description
- CVS Specialty is one of the nation's largest and most experienced providers of pharmacy services supporting individuals with chronic or genetic disease who require complex and expensive drug therapies.
Benefits Verification Representative will provide excellent customer service to patients, healthcare professionals and insurance carriers.
As part of this role you will verify insurance coverage for both new and existing patients in order to process patient prescription orders in a timely manner.
This position requires strong attention to detail, problem solving skills, and a performance-driven individual.
In many cases you will need to conduct Outbound calls to resolve a customer's case.
This is a role which requires you to process cases in efficient manner and you are measured on your ability to process no less than 8 cases per hour as a core agent and this ability is essential to your success! Customer Service Representative
Remote working/work at home options are available for this role.
Not Specified
A
Bilingual Customer Service Representative - 100 % Remote
✦ New
Salary not disclosed
Overview:
Our client, is a U.S. Fortune 1,000 company and a major process services provider to government health and human services agencies in the United States seeks a Bilingual Customer Service representative.
*** Candidate must be authorized to work in USA without requiring sponsorship ***
**************************************************************************
*** Location: Rancho Cordova, CA 95670
*** Duration: 3+ months
Important:
- Schedule: Monday–Friday, 9:00 AM–6:00 PM PST
- Work Arrangement: Initial training onsite; remote work permitted after training completion
Job Overview:
The Bilingual CSR will support customers by handling inbound and outbound calls, assisting with enrollment-related transactions, and providing accurate information regarding program services, policies, and procedures. This role requires strong communication skills, adaptability, and the ability to perform effectively in a fast-paced, production-driven environment.
Job Functions:
- Respond to inbound 800-line calls and complete outbound support calls.
- Answer customer questions clearly and professionally, escalating or referring callers to supervisors, county representatives, or state agencies when needed.
- Assist beneficiaries with enrollment transaction requests, as applicable.
- Maintain current knowledge of client programs, policies, procedures, and desk guidelines.
- Ensure adherence to contract compliance provisions relevant to the role.
- Follow all position-specific policies and procedures while meeting quality and production expectations.
Required Qualifications:
- High school diploma, GED, or equivalent certification.
- At least 1 year of experience in customer service, call center, or a related field.
- Bilingual fluency in English and one of the following languages: Spanish, Japanese, Thai, Laotian, Mandarin, Cantonese, Cambodian, Korean, Russian, Vietnamese, Tagalog, or Armenian.
- Strong computer literacy and ability to quickly learn new software programs.
- Ability to follow procedures and meet established quality and productivity standards.
- Excellent organizational, interpersonal, written, and verbal communication skills.
- Ability to work both independently and collaboratively as part of a team.
Preferred Requirement:
- Experience in a health or human services environment.
- Prior public-facing call center experience.
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I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you.
Sam Banga
Lead Recruiter
Company Overview:
Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward.
Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.
Remote working/work at home options are available for this role.
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