ITM Specialist
About The Position
Serve the members and staff of Alliance Credit Union with professional and courteous service. Serve as the liaison between the member and the credit union. Provide information on a full range of credit union products and services. Will assist in any escalated ITM situations that ITM representatives could encounter. Provide up-to-date policies and procedures when opening or closing accounts. Provide training for the Contact Center team on the ITM’s day to day operations. Open online accounts for current or potential members. Be well versed with card services. Process card orders, blocks, and travel notices. Assess early detection of fraud. Perform and process daily inquiries for I-Pay Solutions. Process account funding or assist member(s) with payments utilizing Online Payment Portals. Provide account maintenance with IRA’s, share certificates, money markets, and share draft accounts as needed. Provide moderate loan information and assist members with loan requests. Assist with transactional services for members at the ITM and teller line with inquiries such as: deposits, withdrawals, money orders, wire requests, stop payment requests, bank checks and other requested services.
Requirements
- Professional and courteous service
- Knowledge of credit union products and services
- Ability to handle escalated ITM situations
- Knowledge of account opening and closing procedures
- Familiarity with card services
- Ability to assess early detection of fraud
- Experience with I-Pay Solutions
- Experience with Online Payment Portals
- Experience with account maintenance for IRAs, share certificates, money markets, and share draft accounts
- Ability to provide moderate loan information and assist with loan requests
- Proficiency in transactional services such as deposits, withdrawals, money orders, wire requests, stop payment requests, and bank checks.
Responsibilities
- Serve as the liaison between the member and the credit union.
- Provide information on a full range of credit union products and services.
- Assist in any escalated ITM situations that ITM representatives could encounter.
- Provide up-to-date policies and procedures when opening or closing accounts.
- Provide training for the Contact Center team on the ITM’s day to day operations.
- Open online accounts for current or potential members.
- Process card orders, blocks, and travel notices.
- Assess early detection of fraud.
- Perform and process daily inquiries for I-Pay Solutions.
- Process account funding or assist member(s) with payments utilizing Online Payment Portals.
- Provide account maintenance with IRA’s, share certificates, money markets, and share draft accounts as needed.
- Provide moderate loan information and assist members with loan requests.
- Assist with transactional services for members at the ITM and teller line with inquiries such as: deposits, withdrawals, money orders, wire requests, stop payment requests, bank checks and other requested services.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
