Correctly process all types of member financial transactions via PTMs including deposits, withdrawals, loan payments, transfers, and check cashing. Accurately receive, inspect, and verify cash and negotiable instruments in accordance with established policies and procedures. Accurately assist members and potential members via phone, email, and/or chat including questions about products and services, basic account functions, debit card usage, online banking, mobile banking, and bill pay. Ensure transactional and informational accuracy . Perform basic credit card/debit card maintenance including activation and status updates, within channel limitations. Process member transactions received via mail. Image documents to Synergy. First call resolution by taking ownership of member issues and problems by either resolving them personally or facilitating a resolution through the appropriate employee or department. Exceed or maintain an acceptable score on the Quality Assurance Scorecard. Achieve Key Performance Indicator goals. Regular and predictable attendance. Perform additional job-related duties as assigned.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED