Handle member transactions, inquiries, and online banking support over the phone while promoting a service culture.
Identify sales opportunities by introducing loan programs and credit union products to meet member needs.
Maintain security and fraud-prevention procedures while working toward referral and production goals.
Peak Credit Union is a member-owned financial cooperative that provides banking products, loans, and member support to individuals and local communities. The company emphasizes a friendly, service-focused culture and offers comprehensive benefits, though its employee count is not stated in the posting.
Work from a home office and deliver web presentations.
Support families with benefits conversations that matter.
Receive ongoing training and mentorship from engaged leaders.
Global Elite Empire Consultants provides client-facing, fully remote financial services. The company offers mentorship, training, and a supportive team culture focused on helping families.
Make outbound calls to prospective customers to discuss mortgage loan interest and refinancing needs
Gather customer financial information and communicate next steps to loan officers
Provide high-level customer service through email and phone to create an exceptional experience
New American Funding is a mortgage lender focused on helping customers achieve home financing goals through loan origination and refinancing. The company supports a customer-centered culture and offers a remote work environment.
Engage with prospective members through multiple channels to explain program benefits and encourage enrollment.
Build trust and rapport using active listening, empathy, and personalized communication to overcome barriers.
Collaborate with internal teams to improve outreach strategies and accurately document member interactions.
The company offers a specialized kidney health management program that helps members access valuable health support. It provides a collaborative, performance-driven remote environment focused on member engagement and population health.
Deliver exceptional service to policyholders via phone, email, and SMS.
Retain and grow customers by managing renewals and presenting competitive solutions.
Drive revenue through consultative selling and quoting additional coverage.
Trellis builds technology for Savvy, a licensed insurance agency, making insurance shopping effortless and customer-first. We're a profitable, fast-growing Series A startup, remote-first, with a culture of experimentation and ownership.
Serve as the enchanting gateway to luxury by curating reservations for discerning guests with grace and sophistication.
Accurately input guest contact information and maintain guest history with preferences and special occasions.
Respond to guest inquiries about room reservations, availability, pricing, and special offers while upselling services and ensuring effective issue resolution.
Commodore Perry Estate is a luxury hotel and social members club in Austin, Texas, offering 53 rooms and suites with amenities including a pool, spa, and dining venues. It is part of Auberge Collection, a portfolio of extraordinary hotels and resorts known for crafted luxury and unobtrusive service.
Provide procedural support to new users to promote safety and effective progression through their learning curves.
Support training activities including in-services, training labs, and first case series to develop teams and programs.
Collaborate with sales teams and hospital staff to integrate Ion® at customer sites and capture procedural data for benchmarking.
Intuitive is a pioneer and market leader in robotic-assisted surgery, dedicated to advancing minimally invasive care through ingenuity and intelligent technology. With over 25 years of experience and a global team, they foster an inclusive culture focused on diversity, integrity, and continuous growth.
Prepare project quotes and calculate turnaround times for clients, ensuring timely responses.
Conduct follow-up on quotes to achieve target acceptance rates and monitor client satisfaction.
Identify new sales opportunities, retain existing accounts, and implement sales strategies with Business Developers.
Welo Life Sciences is a specialized language and technology partner for pharmaceutical, CRO, and medical device organizations, delivering regulator-ready translation and localization solutions. With seven ISO certifications and a global team, they maintain a secure, audit-ready framework and emphasize compliance and data integrity.
Guide engaged users through the insurance purchasing process, no cold-calling.
Simplify the process by helping customers compare 55+ insurance companies to find the best fit.
Close the deal by assisting customers in finalizing their new policy, while providing unreasonable hospitality.
Jerry is building the first AI-powered advisor to manage all your physical assets, starting with car insurance and expanding to home, motorcycle, and RV. We are a profitable, remote-first company with 5M+ customers, backed by Y Combinator, and known for a competitive but kind culture.
Connect with potential clients via phone, email, and online messaging to schedule consultations.
Gather essential travel details such as destination, dates, budget, and preferences.
Maintain accurate records and collaborate with the cruise travel team for smooth handoffs.
We are a professional travel planning company specializing in personalized cruise vacations, resorts, and group travel experiences. Our team is supportive and offers flexible remote work with ongoing mentorship.