Member Service Representative - Signature Federal Credit Union

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

Answers Member Services queue calls and assists members 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. May handle cash transactions. Completes daily work folder requests. Scans account related documents. 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, Skip-A-Pay/Extension requests, returned mail and other requests via web, e-mail, fax, online/mobile banking, and mail.
Backs up front desk; backs up the Poster when needed.

Qualifications

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

Signature Federal Credit Union

06/19/2024

Alexandria,VA