The Member Services Representative is responsible for assisting members, potential members and other employees with their questions and requests. He/she needs to understand and be able to explain basic IRA, Share, Loan, Mortgage and Visa related products and services, responds to problems, processes member's requests received via web, e-mail, fax, online/mobile banking, or mail and processes death claims, POA, and trust accounts.

Responsibilities

Maintains front desk, assists members in person and with Share, Loan, Mortgage and Visa related products and services and basic IRA questions, including but not limited to chapter accounts’ inquiries, open/close of Certificate of Deposits, account/share closure requests, process transfer/ACH/wire requests, check orders, check disbursal, answers basic loan/mortgage/Visa questions, processes Visa card capture/reissues requests, travel notes, basic fraud/dispute questions, Apple Pay/Google Pay Token requests, Stop Payments, and ACH dispute process information. Handles cash transactions. Completes daily work folder requests. Scans account related documents. Answers Queue Calls as needed. Assures that appropriate records are maintained.
Processes death claims, power of attorney (POS) trust accounts, account update forms, verification of deposits, certificate disclosures, change of address/contact, returned mail and other requests via web, e-mail, fax, online/mobile banking, and mail.

Qualifications

A high school education or GED.
One year to three years of similar or related experience.
Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, regarding routine matters for the purpose of giving or obtaining information which may require some discussion.
General computer operations, MS Word, Excel, and Outlook.
Good diction and the ability to communicate effectively verbally and in writing. Must be detail oriented and good with numbers.
Able to operate a 10-key calculator.

Signature Federal Credit Union

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Member Service Representative