Job Summary:
Receive and process member transactions via the telephone and digital channels. Conduct back-office processing. Maintain files necessary to keep accurate records.
Qualifications:
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- High school diploma or equivalent.
- At least one year of customer service or call center experience. Financial institution experience is preferred.
- Excellent customer service and communication skills.
- Proficient with PC, telephone, 10-key, and other related business equipment and application software and platforms.
- Ability to multitask and perform in a fast-paced environment.
- Strong organizational skills and attention to detail.
Job Duties:
- Answer the phones and process all member transactions and inquiries accurately and quickly.
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- Greet all members in a friendly and professional manner.
- Utilize the “soft transfer” method to transfer calls.
- Cash advances on credit and debit cards.
- Maintain proper security measures for identifying members.
- Loan/Credit Card payments.
- Answer online banking inquiries and troubleshoot access issues.
- Conduct back-office processes.
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- ACH.
- Drafts.
- Debit cards.
- Shared branching.
- ATM balancing.
- Wires.
- Notice processing.
- RDC processing.
- RI processing.
- Fraud processing.
- Maintain accurate records on accounts (file maintenance).
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- Update addresses and any other changes required as assigned.
- Close accounts.
- Account pre-authorizations.
- GL reconciliation.
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- Daily recon of wires, ACH, ATMS, Shared Branching, etc.
- Assist members with research requests.
- Cross-sell credit union services when appropriate.
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- Provide routine information on credit union services.
- Be able to direct members on how to obtain these services.
- Perform other related duties as assigned.