Account Service Representative - Hiring ASAP - Livermore, California | CareerCircle
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Account Service Representative - Hiring ASAP

Aston Carter


Posting ID: JP-002644080

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Livermore, California
Full Time
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You will be responsible for expanding and maintaining the credit union's relationship with members by processing electronic payments files, opening new accounts and providing related phone support to members and employees. Duties: Receive a moderate volume of incoming member and employee support calls on a daily basis Process IRA, living trust, power of attorney, and deceased member paperwork and related transactions Open, maintain and perform quality assurance reviews on new accounts Actively listen to and respond to member needs while having a courteous and helpful attitude Educate and cross-sell members on the credit union's product and service offerings that can help them meet and exceed their financial needs Collaborate with co-workers in your department and in other departments and branches to provide effective and efficient service to our members Develop and maintain a comprehensive knowledge of the credit union's products and services Understand and comply with applicable Federal and State laws, banking regulations and OE's policies and procedures They are a credit union that also does auto loans, boat, RV, watercraft loans, motorcycle loans, mortgage loans, home loans. This person will be working with a lot of blue collar folks from construction trades and labor union


Customer support, Customer service oriented, account service, customer service skills, customer relations, customer relationship, call center, customer service, typing, customer retention, phone customer service, Banking, Lending, consumer lending, Teller, Banker, account services, bilingual, data entry, process, bank, credit union, bilingual proficiency skills, inbound call, phone communication, phone sales

Top Skills Details:

Customer support,Customer service oriented,account service,customer service skills,customer relations,customer relationship,call center,customer service,typing,customer retention,phone customer service

Additional Skills & Qualifications:

This role is extremely basic - they are opening accounts for new and existing members. Applications are mailed in and filled out online and this person is entering them in and following up via email/phone about any missing information. This first month will be data entry because they want them to learn the system first. They want a hard worker, someone that pays attention to detail and has a positive atitude.

Experience Level:

Intermediate Level

About Aston Carter:

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Contact Information

Recruiter: Matthew Larsen

Phone: +19259833318


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