Electrical Estimator & Client Relations

93650 Fresno, California ZipRecruiter

Posted 3 days ago

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Job Description

Job DescriptionJob Description

POSITION: Electrical Estimator & Client Relations

REPORTS TO: Owner

LOCATION: Fresno, CA

SALARY: $85,000.00 to $115,000.00/ annually, DOE

COMPANY OVERVIEW:

Established in 1913, Electric Motor Shop is a premier electrical contractor, motor repair shop and electrical supply wholesale distributor. The Electric Motor Shop's state of the art repair facility offers all levels of motor and pump repair, service and rewinding, with 24-hour service availability. Our supply division has one of the largest stocking warehouses in Central California. We also have a fully licensed professional contracting division capable of providing service for small to large industrial projects, including custom panel design and installation, PLC programming, AC drives, and transformer installations.

JOB SUMMARY:

The Electrical Estimator & Client Relations role blends technical estimating expertise with strong interpersonal skills to deliver accurate cost projections while maintaining excellent client relationships. This position is responsible for preparing competitive bids, supporting project execution, and serving as the primary point of contact for clients throughout the project lifecycle.

RESPONSIBILITIES:

Technical & Industry Expertise

  • Comprehensive understanding of industrial electrical applications, projects, and maintenance.
  • Strong knowledge of NECA ( Electrical Contractors Association) and IBEW (International Brotherhood of Electrical Workers) labor practices.
  • Proven ability to manage electrical service and installation projects from bid through completion.
  • Familiarity with electrical equipment, including motors, generators, transformers, utility components, and control systems.
  • Precision in developing cost estimates, tracking budgets, and monitoring timelines.

Client Relations & Communication

  • Serve as the primary client contact, fostering long-term partnerships built on trust and reliability.
  • Provide clear and timely updates on project status, costs, and challenges.
  • Respond to client inquiries and complaints in a professional manner.
  • Represent the company effectively in proposals, presentations, and customer meetings.

Operational & Project Management Skills

  • Ability to identify and resolve complex technical issues quickly.
  • Flexibility to adjust to changing project requirements and priorities.
  • Strong organizational skills to manage multiple projects simultaneously.
  • Understanding of project documentation, contracts, and compliance procedures.
  • Proficiency with software applications, including Outlook, Excel, Word, and AutoCAD .

EDUCATION, EXPERIENCE & REQUIREMENTS:

  • Education
    • High school diploma or equivalent required.
    • Additional college coursework, vocational training, or technical certifications in electrical technology, estimating, or project management strongly .
  • Experience
    • Minimum 5 years of electrical service or contracting experience, including hands-on project execution.
    • At least 3 years in a client-facing role, estimator, or project management position.
    • Prior sales experience (2 years or more) and excellent presentation, communication, and problem-solving skills.
    • Good mechanical aptitude with the ability to understand electrical equipment and applications.
  • Professional Skills & Attributes
    • Ability to work independently with minimal supervision.
    • Strong organizational skills to work quickly and accurately under time constraints and deadlines.
    • Initiative, flexibility, enthusiasm, resilience, and self-motivation.
    • Responsible, reliable, and honest, with proven integrity in client and team interactions.
  • Licenses & Other Requirements
    • Valid California Driver's License with a clean driving record.
    • Must be 25 years of .
    • Willingness to participate in drug, alcohol, and background screenings.
    • This position requires the ability to safely bend, stoop, reach, and lift items weighing up to 50 pounds. Tasks may involve repetitive motion and exposure to warehouse and outdoor environments.
    • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job, in accordance with the California Fair Employment and Housing Act (FEHA) and the Americans with Disabilities Act (ADA).

Disclaimer: This Job Description illustrates the general nature and level of work performed by employees within this job classification. It is not intended to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and skills required of personnel so classified.

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Electrical Estimator & Client Relations

93650 Fresno, California Electric Motor Shop & Supply, Inc.

Posted 3 days ago

Job Viewed

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Job Description

POSITION: Electrical Estimator & Client Relations

REPORTS TO: Owner

LOCATION: Fresno, CA

SALARY: $85,000.00 to $115,000.00/ annually, DOE

COMPANY OVERVIEW:

Established in 1913, Electric Motor Shop is a premier electrical contractor, motor repair shop and electrical supply wholesale distributor. The Electric Motor Shop's state of the art repair facility offers all levels of motor and pump repair, service and rewinding, with 24-hour service availability. Our supply division has one of the largest stocking warehouses in Central California. We also have a fully licensed professional contracting division capable of providing service for small to large industrial projects, including custom panel design and installation, PLC programming, AC drives, and transformer installations.

JOB SUMMARY:

The Electrical Estimator & Client Relations role blends technical estimating expertise with strong interpersonal skills to deliver accurate cost projections while maintaining excellent client relationships. This position is responsible for preparing competitive bids, supporting project execution, and serving as the primary point of contact for clients throughout the project lifecycle.

RESPONSIBILITIES:

Technical & Industry Expertise

  • Comprehensive understanding of industrial electrical applications, projects, and maintenance.
  • Strong knowledge of NECA (National Electrical Contractors Association) and IBEW (International Brotherhood of Electrical Workers) labor practices.
  • Proven ability to manage electrical service and installation projects from bid through completion.
  • Familiarity with electrical equipment, including motors, generators, transformers, utility components, and control systems.
  • Precision in developing cost estimates, tracking budgets, and monitoring timelines.

Client Relations & Communication

  • Serve as the primary client contact, fostering long-term partnerships built on trust and reliability.
  • Provide clear and timely updates on project status, costs, and challenges.
  • Respond to client inquiries and complaints in a professional manner.
  • Represent the company effectively in proposals, presentations, and customer meetings.

Operational & Project Management Skills

  • Ability to identify and resolve complex technical issues quickly.
  • Flexibility to adjust to changing project requirements and priorities.
  • Strong organizational skills to manage multiple projects simultaneously.
  • Understanding of project documentation, contracts, and compliance procedures.
  • Proficiency with software applications, including Outlook, Excel, Word, and AutoCAD .
EDUCATION, EXPERIENCE & REQUIREMENTS:
  • Education
    • High school diploma or equivalent required.
    • Additional college coursework, vocational training, or technical certifications in electrical technology, estimating, or project management strongly preferred.
  • Experience
    • Minimum 5 years of electrical service or contracting experience, including hands-on project execution.
    • At least 3 years in a client-facing role, estimator, or project management position.
    • Prior sales experience (2 years or more) and excellent presentation, communication, and problem-solving skills.
    • Good mechanical aptitude with the ability to understand electrical equipment and applications.
  • Professional Skills & Attributes
    • Ability to work independently with minimal supervision.
    • Strong organizational skills to work quickly and accurately under time constraints and deadlines.
    • Initiative, flexibility, enthusiasm, resilience, and self-motivation.
    • Responsible, reliable, and honest, with proven integrity in client and team interactions.
  • Licenses & Other Requirements
    • Valid California Driver's License with a clean driving record.
    • Must be 25 years of age .
    • Willingness to participate in drug, alcohol, and background screenings.
    • This position requires the ability to safely bend, stoop, reach, and lift items weighing up to 50 pounds. Tasks may involve repetitive motion and exposure to warehouse and outdoor environments.
    • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job, in accordance with the California Fair Employment and Housing Act (FEHA) and the Americans with Disabilities Act (ADA).

Disclaimer: This Job Description illustrates the general nature and level of work performed by employees within this job classification. It is not intended to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and skills required of personnel so classified.

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Call Center Representative Jobs - Hiring Immediately

93650 Fresno, California MyJobResource

Posted 1 day ago

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Job Description

We are currently looking for individuals to fulfill Part-Time and Full-Time Call Center Representative positions. No experience is required to apply for the position. Training is provided through former experienced employees and available to hired applicants. We are looking for individuals able to carry out various tasks. Individuals must be hardworking and task-oriented. Don't Wait! Fill out a Profile Now! MyJobResource is a staffing and recruitment industry job search engine. We specialize in finding the exact company to suit your needs. We help match job seekers to the right jobs in either full-time or temporary positions. Assignments are typically made depending on the ratio of candidates to jobs, skill-set, and experience. The companies we work with pay us for the services we provide to find the right people for their job openings.

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Call Center Rep / Pharmacy Tech Support (Remote-Friendly in the US)

93744 Fresno, California IQVIA

Posted 2 days ago

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Job Description

As the only global provider of commercial solutions, IQVIA understands what it takes to deliver nationally and internationally. Our teams help biopharma, medical device and diagnostic companies get their therapies to the people who need them. We help customers gain insight and access to their markets and ultimately demonstrate their product's value to payers, physicians, and patients. A significant part of our business is providing patient support programs on the behalf of our customers. With the right experience, you can help provide support to patients in need of available therapies.
IQVIA has the world's largest Commercial Sales & Medical Solutions (CSMS) organization dedicated to the launch and marketing of pharmaceutical and medical products. With a focus on providing talent for patient support, field/inside sales, medical device support, clinical support, and medical affairs our CSMS division has 10,000+ field professionals in more than 30 countries addressing physician and patient needs.
We are excited to announce that currently we are looking for a 100% remote (work from home-WFH) contract **Pharmacy Support Call Center Representative** to join our team. In this position, you will provide payment assistance solutions such as co-pay cards or vouchers. The **Pharmacy Support Call Center Representative** is primarily responsible for fielding requests such as: card activation, program eligibility, explanation of program benefit and explanation/troubleshooting of submission rejection.
**Role Purpose:**
+ Primary Call Center contact for patients, pharmacies and medical professionals utilizing an Opus Health program. Call Center Representatives are responsible for fielding requests such as: card activation, program eligibility, explanation of program benefit and explanation/troubleshooting of submission rejection.
**Job Responsibilities:**
+ Provide initial support for customer requests via telephone, email, fax, or other available means of contact to the Support Center
+ Quickly assess the user's issue and provides first level support for problem resolution
+ Document information specific to the resolution and escalate unresolved issues expeditiously to the appropriate area
+ Recognize operational challenges and suggest recommendations to management, as necessary
+ Ability to work 40 hours per week (shifts available: 8:00 am - 5:00 pm EST or, 9:00 am - 6:00 pm EST or, 10:00 am - 7:00 pm ET or, 11:00 am EST - 8:00pm EST) under moderate supervision
**Minimum Education & Experience:**
+ High School Diploma or equivalent
+ Pharmacy Technician experience required
+ HIPAA certified
+ Call center experience required (3+ years preferred)
+ Experience in medical claim processing is a plus
+ Bi-lingual (English/Spanish) is a plus
**The pay range for this role is $18.00 per hour.**
**IQVIA** is an Equal Opportunity Employer. We cultivate a diverse corporate culture across the 100+ countries where we operate, celebrating and rewarding teamwork and inclusiveness. By embracing our differences, we create innovative solutions that are good for IQVIA, our clients, and the advancement of healthcare everywhere. This role will be a contract role with IQVIA managed by an external agency, with the opportunity to be converted to an IQVIA full-time employee.
#LI-CES
#LI-Remote
#LI-DNP
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. potential base pay range for this role is $18.00 per hour. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create connections that accelerate the development and commercialization of innovative medical treatments. Everything we do is part of a journey to improve patient outcomes and population health worldwide.
To get there, we seek out diverse talent with curious minds and a relentless commitment to innovation and impact. No matter your role, everyone at IQVIA contributes to our shared goal of helping customers improve the lives of patients everywhere. Thank you for your interest in growing your career with us.
EEO Minorities/Females/Protected Veterans/Disabled
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Bi-lingual Call Center Rep / Pharmacy Tech Support (Remote in the US)

93744 Fresno, California IQVIA

Posted 2 days ago

Job Viewed

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Job Description

As the only global provider of commercial solutions, IQVIA understands what it takes to deliver nationally and internationally. Our teams help biopharma, medical device and diagnostic companies get their therapies to the people who need them. We help customers gain insight and access to their markets and ultimately demonstrate their product's value to payers, physicians, and patients. A significant part of our business is providing patient support programs on the behalf of our customers. With the right experience, you can help provide support to patients in need of available therapies.
IQVIA has the world's largest Commercial Sales & Medical Solutions (CSMS) organization dedicated to the launch and marketing of pharmaceutical and medical products. With a focus on providing talent for patient support, field/inside sales, medical device support, clinical support, and medical affairs our CSMS division has 10,000+ field professionals in more than 30 countries addressing physician and patient needs.
We are excited to announce that currently we are looking for a 100% remote (work from home-WFH) contract **Pharmacy Support Call Center Representative** to join our team. In this position, you will provide payment assistance solutions such as co-pay cards or vouchers. The **Pharmacy Support Call Center Representative** is primarily responsible for fielding requests such as: card activation, program eligibility, explanation of program benefit and explanation/troubleshooting of submission rejection.
**Role Purpose:**
+ Primary Call Center contact for patients, pharmacies and medical professionals utilizing an Opus Health program. Call Center Representatives are responsible for fielding requests such as: card activation, program eligibility, explanation of program benefit and explanation/troubleshooting of submission rejection.
**Job Responsibilities:**
+ Provide initial support for customer requests via telephone, email, fax, or other available means of contact to the Support Center
+ Quickly assess the user's issue and provides first level support for problem resolution
+ Document information specific to the resolution and escalate unresolved issues expeditiously to the appropriate area
+ Recognize operational challenges and suggest recommendations to management, as necessary
+ Ability to work 40 hours per week (shifts available: 8:00 am - 5:00 pm EST or, 9:00 am - 6:00 pm EST or, 10:00 am - 7:00 pm ET or, 11:00 am EST - 8:00pm EST) under moderate supervision
**Minimum Education & Experience:**
+ High School Diploma or equivalent
+ Pharmacy Technician experience required
+ HIPAA certified
+ Call center experience required (3+ years preferred)
+ Experience in medical claim processing is a plus
+ Bi-lingual (English/Spanish) is a plus
**The pay range for this role is $18.00 per hour.**
**IQVIA** is an Equal Opportunity Employer. We cultivate a diverse corporate culture across the 100+ countries where we operate, celebrating and rewarding teamwork and inclusiveness. By embracing our differences, we create innovative solutions that are good for IQVIA, our clients, and the advancement of healthcare everywhere. This role will be a contract role with IQVIA managed by an external agency, with the opportunity to be converted to an IQVIA full-time employee.
#LI-CES
#LI-Remote
#LI-DNP
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. potential base pay range for this role is $18.00 per hour. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create connections that accelerate the development and commercialization of innovative medical treatments. Everything we do is part of a journey to improve patient outcomes and population health worldwide.
To get there, we seek out diverse talent with curious minds and a relentless commitment to innovation and impact. No matter your role, everyone at IQVIA contributes to our shared goal of helping customers improve the lives of patients everywhere. Thank you for your interest in growing your career with us.
EEO Minorities/Females/Protected Veterans/Disabled
View Now

Customer Support Specialist

93650 Fresno, California Lyons Magnus

Posted 9 days ago

Job Viewed

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Job Description

Job Type

Full-time

Description

Lyons Magnus leads the food industry with creativity and innovation, crafting top-quality products across all manufacturing phases, from raw materials to marketing. With over 2,000 diverse items for industrial ingredient and food service sectors, Lyons caters to leading restaurant chains nationally and internationally. At Lyons, our diverse and talented staff is the heart of our organization. We foster a thriving work environment where employees are engaged in shaping both the company's and their own future.

A position in the Commercial Operations Division at Lyons Magnus, an international food and beverage manufacturer. This position is based at our headquarters in Fresno, CA facility. The Customer Support Specialist plays a pivotal role in ensuring customer satisfaction, managing inquiries, and facilitating efficient communication between our customers and internal teams. This role demands strong interpersonal skills, excellent problem-solving abilities, and the ability to thrive in a fast-paced environment.

Pay Range: $60,000 - $80,000 per year

Hours: 8:00am - 5:00pm

Schedule: Monday - Friday

Location: Fresno, CA

Travel Requirements: N/A

Work Environment: Office setting

Essential Duties and Responsibilities

  • Supports the mission, values and vision of the company.
  • Maintains the best interest of Lyons Magnus first and foremost.
  • Work with employees of Lyons Magnus in a positive and constructive manner to maintain a professional relationship. Demonstrates courtesy, discretion, friendliness and diplomacy.
  • Works within a team environment to share information and help others as needed.
  • Responsible for providing exceptional customer support via phone, email, and online chat.
  • Address inquiries, resolve issues, and provide information regarding our products and services.
  • Maintain a professional and positive attitude in all customer interactions.
  • Accurately process customer orders, ensuring they are complete and delivered on time.
  • Collaborate with production and logistics teams to coordinate order fulfillment.
  • Track order status and proactively update customers on any delays or changes.
  • Investigate and resolve customer complaints or issues promptly and effectively.
  • Collaborate with relevant departments to find solutions to recurring problems.
  • Document all customer interactions and resolutions in the company's CRM system.
  • Maintain in-depth knowledge of the company's products, ingredients, and production processes.
  • Stay updated on any new product launches, promotions, or changes to existing offerings.
  • Assist customers in making informed decisions by providing product recommendations.
  • Keep customers informed about the status of their orders and any relevant updates.
  • Provide feedback and suggestions to improve customer support processes and policies.
  • Generate and maintain reports related to customer inquiries, order status, and customer feedback.
  • Use data-driven insights to identify trends and areas for improvement.
  • Ensure compliance with company policies, quality standards, and regulatory requirements
Requirements

Knowledge, Skills and Abilities:
  • Customer focus mentality to deliver excellent and consistent service.
  • Independent decision-maker but successfully works as part of a team.
  • Professional written and verbal communication with ability to communicate clearly and concisely, both orally, in writing, via virtual platforms (i.e., Zoom and Microsoft Teams) and in person. Consistently uses communication skills to influence outcomes.
  • Strong organizational and problem-solving skills.
  • Ability to work in a fast-paced environment, handling multiple priorities at once with a positive attitude.
  • Experience working with logistics teams.
  • Customer support experience in manufacturing background preferred.
  • Excellent time management - can balance multiple priorities and meet deadlines.
  • Ability to handle multiple tasks simultaneously.
  • Ability to listen well, determine the issue at hand, and resolve said issue while utilizing high emotional intelligence.
  • Basic mathematical skills
  • Ability to resolve problems and make decisions independently.
  • Ability to interpret inventory data and make order-sourcing decisions.
  • Proficient in computer applications including Microsoft Office and CRM platforms preferably with Microsoft Dynamics AX and Salesforce.
Required Qualifications:
  • 3+ years of experience in Customer Support
Preferred Qualifications:
  • 3+ years of experience in Foodservice distribution


Additional Information Our compensation program is designed to attract, motivate, and retain the very best people. Lyons Magnus offers a comprehensive benefits plan that include: Health, Dental Insurance, Life Insurance, Long Term Disability, Sec. 125, 401(k) plan, and more. If you meet these requirements and are eager to join a dynamic company poised for further growth, please respond with your cover letter, and salary requirements. To learn more about Lyons Magnus, LLC its products and core values, visit or follow us on Instagram or LinkedIn Lyons Magnus is an Equal Opportunity Employer and with opportunities for advancement. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories. *This organization participates in E-Verify.
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Customer Support Specialist I

93650 Fresno, California FFB Bank

Posted 9 days ago

Job Viewed

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Job Description

Job Type

Full-time

Description

Who We Are :

FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs.

What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location.

If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family!

Recent Achievements Speak Louder Than Words:

  • 2024 & 2025 - American Banker - #1 Top Performing Publicly Traded Bank with under $2b in assets
  • 2023 - American Banker - "Top 5" Community Bank in the Country #4
  • 2023 - OTCQX - Best 50 Companies #3
  • 2023 - 5-star Rating Bauer Financial
What You Should Expect While Working at FFB:
  • Company ownership through our Employee Stock Ownership Program (ESOP)
  • A friendly, close-Knit work culture that encourages growth
  • Opportunities to Participate in Community Networking Events
  • Benefits Package
o Medical/Dental/Vision

o Life Insurance

o Paid Vacation

o 401(k) Retirement Plan

o Training & Development

o Tuition Reimbursement

o Employee Assistance Program

o Internal Job Posting & Referral Program

Ideal Candidate:

FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways:
  • Teamwork - We collaborate, hold each other accountable, and win together.
  • Relationship - We are trustworthy, transparent, and respectful.
  • Authentic - We are humble, vulnerable, and we speak up.
  • Commitment - We are owners.Be hungry, responsive, and have a sense of urgency.
About the Position :

The Customer Support Specialist I is responsible for supporting the Branch Operational and Customer Support activities in a central Customer Support Team. Opens all new accounts for RM's and BDO's; assists customers over the phone with their banking needs; recommends appropriate Bank products and services, performs branch clerical duties; maintains expert knowledge of bank products and services; positively represents the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.

Essential Duties:
  • Strives to resolve customer inquiries and issues during the first interaction to ensure a one-call resolution.
  • Delivers prompt and effective customer service by answering calls within two rings and providing accurate, timely solutions to customer inquiries and concerns
  • De-escalates and/or escalates situations involving dissatisfied customers, offering client assistance and support.
  • Builds and maintains positive relationships and engages customers by going above and beyond.
  • Manages support tickets efficiently, delivering accurate solutions within expected timeframes.
  • Assists customers in their selection of various accounts, products, and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
  • Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation; assists customers in completing new account openings.
  • Operates computer terminal or personal computer to process account activity; determine balances and resolve problems within given authority.
  • Provides effective customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues.
  • Assists customers with various account servicing requests, including issuing official checks, processing wire transfers, updating addresses - and ordering checks, deposit slips, and endorsement stamps.
  • Collects and processes data for various operational reports and callback verifications.
  • Prepares routine letters, reports, and forms.
  • Ensure the organization of files, copies, and faxed documents.
  • Performs official notary service duties as needed.
  • Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making.
  • Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement.
  • Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce.
  • Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role.
  • Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions.
  • Travels up to 10%, including but not limited to attending company meetings, training sessions, and corporate events, with travel typically being regional or local based on business needs.
Requirements
  • High school diploma or equivalent required; bachelor's degree preferred.
  • Minimum 1-2 years of related experience in customer service in a financial institution, call center or relevant industry preferred.
  • Basic analytical and problem-solving skills; ability to work with and interpret data.
  • Experience with CSI, DialPad, Adobe E-sign, Zendesk, etc. preferred or required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required.
  • Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees.
  • Strong organizational and time management abilities with attention to detail.
  • Proficient teamwork and relationship skills to contribute to cross-functional collaboration and team success.
  • Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs.
  • Commitment to continuous learning and professional development to stay current with industry standards and best practices.
  • Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders.
  • Capable of managing multiple priorities and meeting deadlines in a dynamic environment.
  • Ability to work independently with minimal supervision and as part of a team.
  • Proven ability to adapt to changing priorities and procedures.
  • Current driver's license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities.


Salary Description

$2.00 - 29.00 Per Hour
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