Role: Provide centralized in-bound call support by delivering professional, accurate, and courteous service to members and staff. Assist with a variety of requests, including transactions, account inquiries, and general service questions, while aiming to resolve needs without unnecessary transfers. When specialized support is required, ensure members are efficiently connected to the appropriate department. Essential Functions & Responsibilities: Handle a wide range of account inquiries with exceptional service and proper identity verification. Support members with loan maintenance requests, MessagePay one-time payments, review accounts for potential fee refunds, and assist with debit/credit card questions. Recognize when escalation is necessary and route to the correct resource for resolution. Troubleshoot and resolve digital banking issues, providing clear guidance and timely solutions. Process account and card maintenance requests, including stop payments (ACH or check) and debit/ATM card limit adjustments in accordance with department procedures and compliance standards. Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED