Handle inbound calls and virtual teller sessions to resolve member inquiries about accounts and transactions.
Refer quality loan opportunities based on member needs to enhance engagement.
Maintain knowledge of compliance and operational procedures while supporting team goals.
GTE Financial is a credit union providing financial solutions to members. It is a midsize company recognized as a top workplace, with a culture of growth, community impact, and work-life balance.
Answers a high volume of service calls, chats, and emails regarding eMoney applications.
Provides technical and planning product support to advisors and assists with financial planning scenarios.
Escalates complex issues to tier two teams and maintains high call quality and professionalism.
eMoney Advisor provides a web-based wealth management system designed to help financial advisors serve their clients. The company serves over 109,000 financial professionals and supports 6 million end clients, with a culture that values diversity and inclusion.
Provide Tier 1 digital banking support via calls and emails, troubleshooting access and account issues.
Identify cross-sell opportunities and assist with new account openings to support deposit growth.
Maintain accurate documentation and meet performance metrics like First Call Resolution and Customer Satisfaction.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business services with a focus on sustainability, including solar loans and ethical banking. As a Certified B Corporation and member of 1% for the Planet, the bank is mission-driven and committed to environmental and social justice, with a team of goal-setters and changemakers.
Manage telephone, electronic, and face-to-face interactions professionally and efficiently.
Effectively present and discuss products and services to customers with integrity.
Focus on customer retention through first call resolution and enhance member experience.
Capital Blue Cross is a health insurance company providing medical, dental, and vision coverage. It is recognized as a top workplace in Pennsylvania and fosters a supportive culture with flexible work and growth opportunities.
Deliver exceptional customer service by identifying banking needs and providing accurate guidance on EQ Bank's products.
Handle large volumes of inbound calls and chats while meeting service standards and resolution SLAs.
Own the digital onboarding experience, resolve issues, and escalate complaints to ensure a seamless customer journey.
EQ Bank is a challenger bank serving nearly 4 million Canadians with a wide variety of financial services. We've been challenging traditional banking since 1970 with a culture of curiosity, agility, and empowerment.
Respond to membership-related emails within a four-hour window, handling account, billing, and access issues with empathy.
Monitor Slack channels and troubleshoot sensitive or challenging interactions with professionalism and de-escalation.
Document interactions, identify recurring trends, and partner with internal teams to resolve complex member issues.
The company specializes in digital healthcare services, helping members access effective care. They operate with a small, mission-driven remote team focused on empathy and equitable healthcare access.
Respond to all membership emails within a 4-hour window during business hours.
Monitor and respond to questions in Slack from members or internal teams.
De-escalate and professionally handle emotionally sensitive inquiries from patients or members.
Honeydew is building a platform for accessing science-backed skin treatments. They are a tech-forward startup focused on remote, AI-powered dermatology care.
Serve as a key point of contact for members seeking support with healthcare and wellness programs via phone, email, and live chat.
Help participants understand their eligibility, benefits, and available resources while resolving inquiries and escalations.
Support outbound outreach campaigns and accurately document member interactions across multiple systems.
This company connects individuals with healthcare and wellness programs and provides member support services. The team is collaborative and performance-oriented, with a focus on professional development and growth opportunities.
Resolve Provider and Consumer inquiries with one-touch resolution across phone, chat, email, and SMS.
Manage high-volume inbound and outbound interactions while maintaining quality and efficiency.
Investigate account activity, de-escalate complex situations, and document interactions accurately.
Cherry is a fintech company offering the simplest, fastest, and most inclusive BNPL solution for medical practices. Founded in 2019, it is a fast-growing startup led by Stanford entrepreneurs with a previous successful exit and backed by top investors including Kleiner Perkins and DCM.
Respond to client requests with timeliness and accuracy
Assist Advisors with client meeting prep and follow-up tasks
Process account openings, transfers, and manage brokerage tasks
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, and high-net-worth clients with complex planning needs. The firm is intentionally small, relationship-driven, and grows through client referrals rather than advertising.
Serve as the primary point of contact for client questions and service inquiries, ensuring prompt and professional responses.
Coordinate with internal teams to track requests, resolve issues, and maintain accurate records in company systems.
Assist with onboarding, documentation, and administrative processes while protecting confidential information.
ApTask is a workforce solutions company that provides talent acquisition, staffing, consulting, and permanent placement services. It offers a remote work environment and a collaborative, growth-oriented culture.
You will be the trusted resource for handling inquiries that require in-depth product knowledge and precision.
You will communicate with customers via phone, email, and chat to deliver effective solutions.
You will consistently meet or exceed established call center and performance goals.
Protective Life is a life insurance company dedicated to providing financial security and peace of mind. With a large team, they foster a supportive and customer-centric culture.
Provide customer support primarily through live chat and email, handling account access, servicing, identity verification, and transactions.
Identify recurring customer friction and collaborate with Product, Engineering, and Operations teams to improve macros, workflows, and help content.
Prioritize work based on customer impact, urgency, and service-level expectations while maintaining empathy and clarity.
Fabric by Gerber Life builds financial products designed to make planning for the future simpler and more accessible for families. The company operates as a financial services and mobile app platform, fostering a culture of clarity, confidence, and care.
Follow stringent data security policies while handling sensitive user information.
Work with users by phone and email, responding promptly to inquiries and resolving questions.
Authenticate, upload, and process user authorization forms and verification requests.
Experian is a global data and technology company that powers opportunities across markets like financial services and healthcare. With 25,200 employees in 32 countries, it has a people-first, inclusive culture recognized as a top workplace.
Support member meetings, maintain accurate records, and compile reports to track member health indicators.
Coordinate with cross-functional teams to gather updates, track projects, and assist with member transitions.
Participate in a structured apprenticeship program, shadow experienced professionals, and progressively assume greater responsibility.
The company is a healthcare technology organization that provides member success services to healthcare organizations nationwide. It offers a structured apprenticeship program with mentorship and professional development opportunities.
Manage high-volume inbound client communications across phone, chat, email, and social media with a focus on first-call resolution.
Handle membership adjustments, policy enforcement, and real-time support for booking and studio inquiries.
Identify opportunities for improvement and deliver elevated client experiences in a fast-paced environment.
Solidcore is a national boutique fitness company offering 50-minute low-impact, high-intensity strength training classes. With over 100 studios across the country, they are committed to diversity, equity, and inclusion in a supportive and empowering culture.
Investigate and resolve invoice-related queries with clear explanations and timely solutions.
Own client inquiries from initial investigation through final resolution, coordinating with internal teams as needed.
Analyze trends and identify process gaps to recommend data-driven improvements that strengthen customer success.
The company provides operational support for client inquiries and platform-related issues in a globally distributed environment. It is a small to medium-sized team focused on customer experience, continuous improvement, and collaboration across Finance, Product, and HR Operations.
Handle inbound calls to assist consumers with credit-related memberships, services, and product offerings, advocating for solutions to improve creditworthiness.
Educate consumers on credit bureau processes and guide them on appropriate steps to request corrections to their credit reports.
Identify customer needs, provide support, and escalate complex issues to the appropriate functional area.
Experian is a global data and technology company that powers opportunities for people and businesses by redefining lending, preventing fraud, and simplifying healthcare. With 22,500 employees across 32 countries and a people-first culture, we are a FTSE 100 company committed to diversity, equity, and inclusion.
Empathetically handle live inbound calls from members, providing guidance on services, eligibility, and benefits.
Perform elevated technical troubleshooting and collaborate with providers and internal teams to resolve issues.
Document interactions accurately and maintain high standards for handling sensitive information.
Foodsmart is a digital platform that connects members with dietitians and food benefits to improve health outcomes. With 3 million members and a $200M investment, they have a collaborative, mission-driven culture.
Serve as a key point of contact for community members, managing inbound inquiries with empathy and professionalism.
Resolve non-clinical needs accurately and efficiently, aiming for first-contact resolution.
Collaborate with internal teams to troubleshoot complex issues and ensure appropriate member support.
This company provides support services for individuals navigating complex healthcare needs. It operates with a focus on empathy, professionalism, and high-quality service, though specific size and culture details are not provided.