<p>Job Summary: Our client is in search of an Entry-Level PART TIME Accounting Clerk supports the financial operations of a full-service hotel by performing data entry tasks, maintaining accurate financial records, and assisting with basic accounting functions. This role is ideal for a detail-oriented individual eager to begin a career in accounting within the hospitality industry. The Accounting Clerk will focus on data entry, processing financial transactions, and supporting the accounting team with clerical tasks.</p><p>Key Responsibilities:</p><p>• Enter financial data, including invoices, payments, and receipts, into accounting software (M3)</p><p>• Assist in preparing and inputting budget data, including expense forecasts and revenue projections, under supervision.</p><p>• Maintain organized digital and physical financial records for easy retrieval during audits or reviews.</p><p>• Assist in preparing simple financial reports, such as daily revenue summaries or expense logs.</p><p>• Handle clerical tasks, such as filing, scanning, and organizing financial documents.</p><p>• Collaborate with the accounting team to ensure compliance with hotel policies and procedures.</p><p>• Perform other administrative tasks as assigned to support the finance department.</p><p>Qualifications:</p><p>• High school diploma or equivalent; Associate’s degree in Accounting, Finance, or related field preferred.</p><p>• 0-2 years of experience in data entry, accounting, or administrative roles; hospitality experience is a plus.</p><p>• Basic proficiency in Microsoft Excel and accounting software (training provided for hotel-specific systems).</p><p>• Strong attention to detail and accuracy in data entry tasks.</p><p>• Ability to work in a fast-paced environment and manage multiple tasks.</p><p>• Basic understanding of accounting principles or willingness to learn.</p><p>• Good organizational and time-management skills.</p><p>• Strong communication skills to work with team members and other departments.</p><p>• Comfortable using office equipment (e.g., computers, scanners, printers).</p>
<p>Robert Half is looking for a dedicated and detail-oriented Data Entry Clerk to join our team on a long-term contract basis. This position is part time 8am-12pm, Monday-Friday in Fullerton, California, and will support the legal department in managing critical data and documentation. You must be a Spanish speaker. </p><p><br></p><p>Responsibilities:</p><p>• Accurately input and update information into databases and systems.</p><p>• Perform numeric and alphanumeric data entry tasks with a high level of precision.</p><p>• Organize and maintain electronic and physical records as required.</p><p>• Scan documents and ensure proper digital storage and categorization.</p><p>• Assist with typing and formatting reports, documents, and other materials.</p><p>• Utilize computer systems efficiently to manage and process large volumes of information.</p><p>• Provide support in handling Spanish-language documents and data, if applicable.</p>
Accounts Payable Clerk – Full-Time | Torrance Area, CA A dynamic and growing service-based organization is seeking an Accounts Payable Clerk to join its accounting team in the Torrance Area. The ideal candidate is detail-oriented, organized, and thrives in a fast-paced environment. This position plays a key role in maintaining accurate financial records and supporting smooth day-to-day operations. <br> Responsibilities Process and code vendor invoices, purchase orders, and expense reports accurately and efficiently. Verify invoice information against purchase orders and receiving documents to ensure accuracy. Obtain necessary approvals prior to payment processing. Prepare and process vendor payments, including check runs, ACH transfers, and credit card transactions. Maintain detailed and organized records of payments, vendor files, and supporting documentation. Reconcile vendor statements and resolve discrepancies in a timely manner. Manage W-9 documentation and assist with 1099 reporting at year-end. Support month-end and year-end closing processes, including accruals and reconciliations. Collaborate with internal departments and external vendors to resolve invoice and payment issues. Assist with other accounting functions as needed, such as accounts receivable, payroll, or administrative support. <br> Qualifications 2 or more years of experience in accounts payable or general accounting support. Strong understanding of basic accounting principles and procedures. Proficiency with Microsoft Excel and accounting software (QuickBooks, Sage, or similar preferred). Excellent attention to detail and accuracy in data entry. Strong organizational and time management skills, with the ability to handle multiple priorities. Effective written and verbal communication skills. Ability to work independently while contributing to a team-oriented environment. <br> What We Offer Opportunity to contribute to a growing, collaborative team. Exposure to a variety of accounting functions and operational processes. A supportive environment focused on accuracy, accountability, and continuous improvement. <br> If you are a motivated accounting detail oriented with a passion for accuracy and efficiency, this is an excellent opportunity to advance your career. Apply today through Robert Half to be considered for this full-time Accounts Payable Clerk role in the Torrance Area. <br> For confidential consideration, please email your recruiter with Robert Half. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number 00460-0013330448. email resume to [email protected]
We are looking for a meticulous and organized Data Entry Clerk to join our team on a contract basis in Torrance, California. This role requires precision and attention to detail as you handle sensitive tax information and assist with various administrative tasks. As a fully onsite position, it offers an excellent opportunity to contribute to essential processes while collaborating closely with the team.<br><br>Responsibilities:<br>• Input tax-related data into spreadsheets with accuracy and efficiency.<br>• Identify and correct errors in data entries to ensure reliability.<br>• Print and distribute checks in a timely manner.<br>• Provide administrative support to the bookkeeper as needed.<br>• Maintain compliance with organizational policies during all data handling.<br>• Collaborate with team members to meet deadlines and achieve project goals.<br>• Organize and manage physical and digital files for seamless record-keeping.<br>• Communicate effectively to address discrepancies or clarify instructions.<br>• Uphold confidentiality and security standards while working with sensitive information.
<p>We are looking for a meticulous and organized Data Entry Clerk to join a corporate office in Hollywood, CA. This is a contract to hire position that requires strong attention to detail and the ability to work efficiently. You will be responsible for entering a large volume of data into Excel, responding to phone calls, and answering questions from clients regarding their accounts. You will work onsite daily from 8am-5pm and parking is covered. Our client offers excellent benefits, year-end bonuses, free lunches, and a flexible work environment. Pay is up to $27/hr.</p><p><br></p><p>Responsibilities:</p><p>• Accurately input data into company systems and databases while maintaining a high level of precision.</p><p>• Follow established procedures to organize and manage records effectively.</p><p>• Collaborate with team members to ensure timely completion of data entry tasks.</p><p>• Handle sensitive information securely and in compliance with company policies.</p><p>• Identify discrepancies or errors in data and take corrective actions as needed.</p><p>• Maintain updated knowledge of company systems and tools to enhance data entry efficiency.</p><p>• Generate reports and summaries based on collected data when required.</p><p>• Assist with additional administrative tasks to support team operations.</p>
<p>Our client in Westlake Village is in need of several Data Entry Clerks to assist with an upcoming project.</p><p>You'll help to enter and verify information into multiple software platforms and will also assist with filing and scanning documents. </p>
<p>A healthcare organization in Valley Center is seeking a welcoming and detail-oriented <strong>Front Desk Receptionist</strong> to support patient-facing operations. This role is essential in creating a positive first impression while ensuring smooth administrative flow within the office. The Front Desk Receptionist will manage patient check-in, scheduling, and administrative support while maintaining a professional and compassionate environment. This role requires strong communication skills, organization, and discretion.</p><p><strong>Key Responsibilities</strong></p><ul><li>Greet patients and visitors in a friendly and professional manner</li><li>Manage phone calls, messages, and appointment scheduling</li><li>Verify patient information and maintain accurate records</li><li>Collect copays and process basic transactions</li><li>Coordinate with clinical and administrative staff</li><li>Maintain a clean and organized front desk area</li><li>Support filing, scanning, and general office tasks</li><li>Ensure compliance with patient privacy and confidentiality standards</li></ul>
<p>Position Overview</p><p>Our client is seeking a highly organized and professional Administrative Assistant to support the <strong>MILSATCOM Systems Engineering, Integration, and Test (MSEIT)</strong> program. This role provides critical administrative and office management support within a fast-paced, highly collaborative government contracting environment supporting U.S. Air Force and Space Force missions. The ideal candidate is detail-oriented, proactive, and experienced in executive-level administrative support within a defense, military, or large enterprise setting.</p><p>Key Responsibilities</p><ul><li>Provide comprehensive administrative support to the MSEIT program team, including leadership and technical staff</li><li>Coordinate and facilitate internal and external meetings, including conference room scheduling, meeting setup and breakdown, and preparation of meeting materials</li><li>Professionally interface with senior leadership, government customers, vendors, and internal personnel</li><li>Create, format, proofread, and distribute documents using Microsoft Office (Word, Excel, PowerPoint)</li><li>Assist with processing purchase requests and tracking related documentation</li><li>Manage visitor access processes, including verification in Visitor Access Request Systems (VARS)</li><li>Maintain and track badges and access credentials</li><li>Prepare and manage Monthly Activity Reports (MAR)</li><li>Maintain unclassified rosters and serve as backup support for classified roster management</li><li>Coordinate and distribute incoming and outgoing mail</li><li>Support office operations and special projects as assigned</li></ul><p><br></p>
<p>Location: Remote (Must have a quiet, dedicated workspace) Schedule: Full time, must work Pacific Time hours, overtime required with blackout dates at month-end </p><p> Position Overview We are seeking a detail-oriented and customer-focused detail oriented to provide exceptional support to our Sales Department and healthcare professionals. The ideal candidate will have strong data entry skills, purchase order experience, and a proven ability to deliver outstanding internal customer service in a remote environment. </p><p> Key Responsibilities Phone Support: Respond promptly and professionally to inquiries from sales teams and healthcare professionals via phone, email, and fax. Customer Interaction: Engage courteously and accurately to foster positive business relationships. Research & Resolution: Investigate and provide answers to sales-related questions, ensuring timely and accurate responses. Record Management: Maintain detailed records of customer interactions, inquiries, complaints, and resolutions. Billing & Collections: Determine service charges, collaborate with Corporate Accounts Receivable for payment collection, and arrange billing as needed. Reporting: Prepare product or service reports by collecting and analyzing customer information. ERP Management: Maintain customer pricing and enter contracts in the ERP system. Implement procedures for accurate inventory records, billing, and replenishment. Manage inventory shelf life and expiry records.</p>
<p>Client is seeking a dependable, highly organized <strong>Part-Time Receptionist & Administrative Assistant</strong> to support daily office operations and provide administrative support to the executive leadership team. This role serves as the front line of the organization while also handling essential administrative, HR, and financial support functions to keep the office running smoothly.</p><p>Monday, Tuesday, Wednesday | 8 hours per day (24 hours per week)</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Front Office & Reception</strong></p><ul><li>Serve as the primary point of contact for all inbound and outbound calls</li><li>Greet visitors and manage front desk coverage</li><li>Coordinate meeting rooms and assist with event scheduling</li></ul><p><strong>Executive & Administrative Support</strong></p><ul><li>Provide administrative support to the CEO, President, and COO</li><li>Schedule meetings, appointments, and company events</li><li>Prepare, update, and manage executive business cards and materials</li><li>Assist with travel requests and itinerary coordination</li></ul><p><strong>Finance & Purchasing Support</strong></p><ul><li>Process expense reports and employee reimbursements</li><li>Enter financial data and assist with basic accounting tracking</li><li>Handle purchasing requests and vendor coordination</li></ul><p><strong>HR & Employee Support</strong></p><ul><li>Coordinate employee onboarding and offboarding</li><li>Support new hire orientation and training logistics</li><li>Maintain personnel files and administrative HR documentation</li></ul><p><strong>Office Operations</strong></p><ul><li>Manage shipping and receiving</li><li>Maintain filing systems and office records</li><li>Order and track office supplies</li><li>Support preparation of event and promotional materials</li><li>Provide general office and administrative support as needed</li></ul><p><br></p><p><b> </b></p><p><br></p><p><b> </b></p>
We are looking for a skilled Receptionist to join our team in Los Angeles, California. In this contract position, you will be the first point of contact for visitors, vendors, and employees, ensuring a welcoming and detail-oriented environment. You will play a crucial role in providing administrative and concierge support while maintaining operational efficiency and delivering outstanding customer service.<br><br>Responsibilities:<br>• Greet and assist visitors, vendors, and employees with a high level of attention to detail and hospitality.<br>• Manage the check-in process for guests, ensuring accuracy and adherence to security protocols.<br>• Provide guidance on amenities, wayfinding, and organizational information to enhance the visitor experience.<br>• Answer and direct incoming calls, distribute messages, and coordinate communication with employees.<br>• Oversee scheduling for conference rooms to optimize usage and support meeting requirements.<br>• Maintain the reception and front office areas, ensuring cleanliness and a presentable appearance at all times.<br>• Assist with mailroom operations, including the coordination of courier services and vendor relationships.<br>• Develop and nurture client relationships while ensuring service standards and performance metrics are met.<br>• Support special requests and workplace services with proactive problem-solving and coordination.<br>• Collaborate with team members to enhance workplace programs and amenities.
<p>We are looking for a Sales Coordinator to join our client's team on a contract basis in Encino, California. This role is essential in assisting the sales team with administrative tasks, data management, and customer support to ensure smooth operations. </p><p><br></p><p>Responsibilities:</p><p>• Process and manage order entries accurately to support the sales team's operations.</p><p>• Collaborate with the sales team to prepare and deliver compelling sales presentations.</p><p>• Assist in executing brand marketing strategies to enhance customer engagement and market reach.</p><p>• Maintain and update databases with precise data entry to ensure records are current and accessible.</p><p>• Support B2B marketing initiatives by coordinating and implementing targeted campaigns.</p><p>• Respond to customer inquiries, providing timely and thorough assistance.</p><p>• Generate reports and analyze sales data to identify trends and opportunities.</p><p>• Coordinate with internal departments to ensure seamless communication and workflow.</p><p>• Help in organizing sales meetings and training sessions for team development.</p><p>• Contribute to improving operational processes and enhancing efficiency within the sales department.</p>
<p>We are proud to represent a fast-growing, client-focused mortgage brokerage in Irvine that is redefining the home financing experience.</p><p>As a Customer Service Representative on a contract to hire basis, you’ll be the voice of our brand connecting with motivated homebuyers, building trust, and driving success. This is an exciting opportunity to join a collaborative team where your contributions directly impact growth and client satisfaction.</p><p>What You’ll Do</p><ul><li>Engage & Convert: Respond to inbound leads and follow up with warm prospects via phone, email, and CRM to build lasting relationships.</li><li>Drive Results: Schedule appointments for loan officers, assist with pre-qualification, and help clients take the next step toward homeownership.</li><li>Collaborate & Grow: Partner with referral sources and internal teams to maximize opportunities and deliver exceptional service.</li></ul><p>What We’re Looking For</p><ul><li>Sales Savvy: Strong communication and relationship-building skills with a passion for helping people.</li><li>Goal-Oriented: Motivated by targets and thrives in a fast-paced environment.</li><li>Tech-Comfortable: Experience with CRM systems and digital communication tools.</li><li>Mortgage Knowledge: No Mortgage Knowledge necessary! We will train up on all our services</li></ul><p>Why Join Us?</p><ul><li>Growth Potential: Contract-to-hire with clear pathways for advancement to loan officer (we will sponsor loan officer certifications).</li><li>Commission Opportunity: Once hired on permanently, you’ll earn competitive commissions on closed deals your success pays off!</li><li>Supportive Culture: Work with a team that values integrity, collaboration, and innovation.</li><li>Impactful Work: Help clients achieve one of life’s biggest milestones homeownership.</li><li>Competitive Compensation: Base pay plus performance incentives once hired on.</li></ul><p><br></p>
<p>We are looking for an experienced Customer Service Representative that will be responsible for providing professional, timely, consistent, and efficient customer service to clients, customers, and stakeholders.</p><p><br></p><p>JOB RESPONSIBILITIES, DUTIES & CORE FUNCTIONS</p><p><br></p><p>Ensure customer issue is resolved from start to finish, following up with various departments and then the customer</p><p>Ensure the timely and accurate responses to all incoming phone and email inquiries and requests, including billing and crediting issues.</p><p>Input data into dosimetry database of information relating to customer inquiries, contacts, new orders, changes, cancellations, etc., as needed.</p><p>Ability to use multiple internal systems during the course of a day to provide quality customer service.</p><p>Provide timely feedback to direct management regarding service failures or customer concerns.</p><p>Mandatory overtime may be requested by management.</p><p>Special projects as assigned.</p><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Huntington Beach, California. In this role, you will play a key part in assisting individuals with the enrollment process, ensuring accuracy and providing exceptional support. This position offers the opportunity to work in the dynamic healthcare industry, contributing to a seamless onboarding experience for new members.<br><br>Responsibilities:<br>• Respond to inquiries from internal and external customers, providing timely and attentive assistance.<br>• Resolve issues and concerns related to enrollment through claims, emails, and call tracking systems.<br>• Accurately enter and maintain enrollment applications and member information in the company's database.<br>• Process enrollment applications and manage dis-enrollments, ensuring compliance with guidelines.<br>• Verify enrollment statuses with clients and address discrepancies as needed.<br>• Investigate and resolve system rejections related to enrollment data.<br>• Collaborate with team members to address exceptions and take corrective actions to ensure proper member enrollment.<br>• Conduct daily and monthly reconciliation of files and verify data accuracy against source documents.<br>• Maintain organized records in the enrollment database and manage member eligibility changes.<br>• Perform other duties as assigned to support the enrollment process.
We are looking for a detail-oriented and organized Receptionist to join our team on a Contract basis in Irvine, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring smooth office operations and providing exceptional customer service. This position requires strong communication skills and the ability to handle sensitive information with discretion.<br><br>Responsibilities:<br>• Greet and assist visitors promptly and courteously, ensuring a positive first impression.<br>• Manage incoming calls on a multi-line phone system, transferring calls accurately and efficiently.<br>• Sort and distribute incoming mail and deliveries to the appropriate departments.<br>• Handle confidential documents and sensitive information with discretion and care.<br>• Communicate effectively with managers and clients regarding deadlines or job-related issues.<br>• Support administrative tasks, including organizing files and maintaining office supplies.<br>• Operate switchboard systems and maintain accurate records of calls and messages.<br>• Assist with special projects as assigned, ensuring timely completion and attention to detail.<br>• Ensure the reception area remains clean, organized, and welcoming at all times.
<p>Robert Half has is always looking to speak to customer service representatives for ongoing contract positions ! Do you love building solid customer relationships? These positions are typically based in dynamic, rapidly changing call center environments.</p><p><br></p><p>How you will make an impact in this type of position :</p><p><br></p><p>-Receiving and placing telephone calls</p><p>-Provides accurate, friendly customer service in a timely fashion</p><p>-Acts as the main point of contact for customers, handling inquiries, resolving issues, processing orders/returns, and providing product information via phone, email, or chat to ensure satisfaction </p><p>-Checking in with customers to ensure satisfaction with purchases or services</p><p><br></p><p><br></p>
We are looking for a detail-oriented and friendly Receptionist to join our team in Anaheim, California. This is a contract-to-permanent position that requires excellent communication skills and the ability to manage daily administrative tasks efficiently. The ideal candidate will serve as the first point of contact for visitors and callers, ensuring a welcoming and organized office environment.<br><br>Responsibilities:<br>• Greet and assist visitors and clients upon arrival, ensuring a positive experience.<br>• Operate and manage a multi-line phone system, including answering and directing inbound calls.<br>• Perform general filing and document organization to maintain an orderly workspace.<br>• Provide administrative support to the team as needed.<br>• Monitor and manage incoming communications, ensuring prompt responses.<br>• Maintain a detail-oriented demeanor and appearance in a business-casual dress code.<br>• Coordinate parking arrangements for visitors in the open lot.<br>• Ensure smooth communication across three office buildings when necessary.
<p>A healthcare services organization in Vista is seeking a compassionate and detail-oriented <strong>Customer Service Representative</strong> to support patients and internal teams. This role is ideal for someone who thrives in a structured environment and enjoys helping others navigate appointments, services, and information with care and professionalism.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Answer high-volume inbound calls and respond to inquiries</li><li>Assist patients with scheduling, general information, and follow-ups</li><li>Accurately enter and update patient information in systems</li><li>Coordinate with internal departments to resolve issues</li><li>Maintain confidentiality and compliance with healthcare regulations</li><li>Provide clear, empathetic communication to patients</li><li>Support front office and administrative teams as needed</li></ul>
We are looking for a dedicated and bilingual Customer Service Representative to join our team in Irvine, California. In this role, you will play a key part in supporting customers, ensuring their inquiries are handled efficiently and with attention to detail. This is a long-term contract position with a hybrid schedule, requiring four days onsite and one day remote each week.<br><br>Responsibilities:<br>• Respond to customer inquiries via phone and email, providing accurate and timely information.<br>• Handle both inbound and outbound calls to address customer needs and resolve issues.<br>• Process orders and manage data entry tasks with precision.<br>• Maintain a strong knowledge of products to assist customers effectively.<br>• Deliver exceptional customer service while adhering to business standards.<br>• Collaborate with team members to ensure seamless customer support.<br>• Work in a fast-paced environment while prioritizing multiple tasks.<br>• Communicate effectively in both English and Spanish.<br>• Adapt to evolving processes and systems to improve service delivery.<br>• Uphold business casual dress code while maintaining a detail-oriented approach.
<p>We are looking for a dedicated Receptionist to join our team on a contract basis in Irvine, CA This role involves providing front-desk support and ensuring smooth daily operations for the office. The ideal candidate will have excellent customer service skills and the ability to multitask in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and employees with professionalism and warmth, ensuring a welcoming atmosphere.</p><p>• Assist vendors with inquiries and provide necessary guidance.</p><p>• Manage badge distribution for contract staff and ensure proper documentation.</p><p>• Escort clients and visitors within the facility as needed.</p><p>• Prepare and organize conference rooms, including setup for meetings.</p><p>• Monitor meeting room supplies and address any requirements promptly.</p><p>• Restock and order office snacks to maintain inventory levels.</p><p>• Handle incoming and outgoing packages and mail efficiently.</p><p>• Provide general administrative support to ensure the smooth functioning of the office.</p>
We are looking for a dedicated Receptionist to join our healthcare team in Long Beach, California. This long-term contract role involves providing essential front-office and administrative support in a fast-paced clinical environment. The ideal candidate will ensure smooth daily operations and uphold the highest standards of patient service.<br><br>Responsibilities:<br>• Manage front desk operations, including patient check-ins and appointment scheduling.<br>• Conduct medical insurance verifications and handle prior authorization requests efficiently.<br>• Ensure accurate and timely completion of patient visits, including verifying provider treatment plans and documentation.<br>• Review billing and coding details and coordinate with the billing team to ensure proper processing.<br>• Answer inbound calls promptly, addressing patient inquiries and directing calls appropriately.<br>• Provide administrative assistance to the Practice Manager and Clinical Administrator as required.<br>• Maintain organized records and files to support seamless clinic operations.<br>• Deliver exceptional customer service to patients and visitors, fostering a welcoming environment.
<p>We are looking for an experienced Senior Member Service Representative to join our team in Hawthorne, California. In this role, you will be responsible for delivering exceptional support to our customers while ensuring their concerns are resolved efficiently and with attention to detail. This is a Contract to permanent position, offering an opportunity to contribute to a dynamic and customer-focused environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide outstanding customer service and address inquiries in a detail-oriented and timely manner.</p><p>• Manage inbound and outbound calls effectively, ensuring customer satisfaction.</p><p>• Utilize Windows-based systems to document customer interactions and resolve issues.</p><p>• Collaborate with team members to improve service delivery and maintain high standards.</p><p>• Stay informed about company policies and procedures to provide accurate information to customers.</p><p>• Assist customers in navigating services and resolving complex concerns.</p><p>• Identify opportunities to enhance customer experiences and recommend appropriate solutions.</p><p>• Maintain detailed records of interactions and follow-up actions.</p><p>• Work closely with management to address escalated issues and ensure resolution.</p><p>• Continuously develop knowledge of products and services to better assist customers.</p>
Your role as an Outbound Sales Advocate III As an Outbound Sales Advocate III at SkyOne Federal Credit Union, you will be at the forefront of member engagement, consistently exceeding sales expectations while demonstrating a strong grasp of operational processes, including audits, compliance, and business account maintenance. Your role not only involves cultivating and deepening member relationships through high-quality consultative service but also actively supporting team development by sharing best practices and reinforcing positive sales behaviors. You will be responsible for a variety of tasks, including processing transactions, updating accounts, opening new accounts, and handling loan applications-all while adhering to the Credit Union's rigorous service standards.<br><br>With a focus on outbound sales and exceptional service, you will contribute to business development efforts, ensuring that members receive value-added products and services that meet their specific needs, all within a supportive team environment that promotes accountability and innovation.<br><br>What Matters Most To thrive as an Outbound Sales Advocate III at SkyOne Federal Credit Union, you need a unique blend of skills and attributes that drive both sales performance and exemplary member service. Punctuality is essential, as daily attendance directly impacts team efficiency and success. You must possess excellent communication skills, handling outgoing calls with professionalism and courtesy while adhering to established guidelines.<br><br>A deep understanding of the credit union's financial goals and strategic direction will enable you to proactively support sales and service initiatives. Advanced knowledge of our products and services is crucial, allowing you to assess financial needs accurately and offer tailored solutions. Sales acumen is key, as you'll be expected to consistently exceed targets and model best practices for peers.<br><br>Additionally, proficiency in handling various transactions while ensuring compliance with relevant regulations is vital. Your ability to mentor new hires and engage in peer shadowing will further elevate team performance and contribute to a thriving service culture.<br><br>Qualifications <br>• Minimum of 3 years' experience in a financial services call center.<br>• Must be able to work onsite from the Dallas location 5 days a week and attend Credit Union sponsored community events based on business needs.<br>• Strong cross-selling and telemarketing skills.<br>• Excellent member service, interpersonal, written, and telephone communication skills.<br>• Effective training, shadowing, and peer-mentoring skills.<br>• Must have a high level of interpersonal skills to handle sensitive and confidential situations.<br>• Ability to exercise discretion and sound judgment.<br>• Must possess a superior level of member service, be a positive role model for staff, and demonstrate a high level of commitment to the organization.<br>• Strong organizational skills and ability to manage multiple priorities.<br>• Strong knowledge and understanding of financial products and services.<br>• Windows, Word, Excel, and Internet proficiency.<br>• A high degree of confidentiality.<br>• A positive, professional image within the workplace.<br>• Effective verbal and written communication skills.
We are looking for a dedicated Member Service Advisor to join a dynamic credit union team in Hawthorne, California. This Contract to permanent position focuses on delivering exceptional customer service by understanding member needs and offering tailored financial solutions. The ideal candidate will excel in fostering strong relationships, handling inquiries with professionalism, and achieving service and sales goals.<br><br>Responsibilities:<br>• Provide exceptional service by understanding member needs and recommending suitable financial products and services.<br>• Manage inbound and outbound member interactions, ensuring a high level of professionalism and accuracy.<br>• Process member transactions, open new accounts, and update existing accounts while adhering to organizational guidelines.<br>• Assist members with loan applications, offering guidance and support throughout the process.<br>• Respond to inquiries and resolve issues efficiently, maintaining a focus on member satisfaction.<br>• Meet or exceed sales and service standards by adopting a proactive, consultative approach.<br>• Collaborate with team members to ensure seamless service delivery and maintain operational excellence.<br>• Utilize call center software and tools effectively to enhance member interactions and streamline processes.<br>• Maintain confidentiality and ensure compliance with organizational and industry standards.<br>• Stay informed about credit union products, services, and compliance requirements to provide accurate information to members.
