Customer Service Associate At Credit Union

TEKsystems • Ann Arbor, MI

2d • Onsite

About The Position

Responsible for assisting members with a variety of Credit Union products and services as well as providing administrative and clerical support to the Loan Processing Department by performing the following duties:
Open and close and maintain credit union accounts, opening and maintaining Individual Retirement Accounts as well.
Assist members with a variety of Credit Union services and products, as well as legal accounts.
Answer member inquiries via phone, email, and other online services, processing wire transfers, stop payments, travel notices, address changes, check orders, etc.
Provide administrative and clerical support in a professional and efficient manner, communicating effectively with related parties via telephone in absence of the Loan Officer.
Establish and maintain a filing system pertinent to supporting the department, preparing and sending out loan packages as requested.
Generate interest rate sheets in computer system and updates as needed, retrieving appropriate paperwork and information within the agency as directed.

Requirements

• 3-6+ years of experience
• High school diploma
• Able to receive and express detailed information through oral and written communications
• Welcoming personality as you will be greeting customers as they walk in

Responsibilities

• Open and close and maintain credit union accounts, opening and maintaining Individual Retirement Accounts as well.
• Assist members with a variety of Credit Union services and products, as well as legal accounts.
• Answer member inquiries via phone, email, and other online services, processing wire transfers, stop payments, travel notices, address changes, check orders, etc.
• Provide administrative and clerical support in a professional and efficient manner, communicating effectively with related parties via telephone in absence of the Loan Officer.
• Establish and maintain a filing system pertinent to supporting the department, preparing and sending out loan packages as requested.
• Generate interest rate sheets in computer system and updates as needed, retrieving appropriate paperwork and information within the agency as directed.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED