Address
Form of workJOB SUMMARY:
Primary point of contact for members inquiring about an account by telephone. First point of contact for member questions with Audio Response System (ARS) and Flex Teller (E-Teller), Bill Pay, Debit Cards, Shared Branching and U-Deposit. Provide a variety of transaction services to members including loan application processing.
MAJOR DUTIES/(ESSENTIAL FUNCTIONS):
Answers telephone inquiries regarding account information for members and merchants. Performs transfers, wire transfers, check requests, orders check copies or statement copies for members.
Provides information to members regarding all deposit and loan products.
Process loan applications via phone or internet applications, cross sell loan products, advise Underwriter of all in process loans.
Provides rate information to members.
Process necessary fraud claims.
Process returned mail.
Verifies automatic transfers and stop payments from all departments within the credit union against the system.
Respond to Credit Union General mailbox and Credit Union Secure Emails.
Updates addresses on IQ and COOP for accurate records on both systems.
Processes daily transfers maintenance for all accounts. Processes and mails all check requests from members via E-Teller.
Places stop payments requested by members as well as on lost and stolen checks.
Responsible for researching and gathering information of member records.
Reply to chat questions via Podium.
Ensures the availability of the Audio Response System and Flex Teller, and responds to member inquiries regarding both systems.
Responsible for reordering cards, revising PIN numbers, updating expiration dates and troubleshooting all problems concerning debit cards on COOP and Juice.
Emails new CD request or renewal instructions per members request to E-Branch Supervisor.
Provides loan payoffs to membership and dealerships, maintains note screen information with payoff amounts.
Cross-sells credit union services to present and potential members.
Process stop payment on teller checks and submit to Accounting.
Processes deposit verification requests for mortgage companies.
Mail signature cards needing updates or additional information to members.
Verifies all E-teller applications for accuracy before processing.
Responsible for researching and submitting all unauthorized ACH debits to the accounting department.
Follows all policies, procedures and regulatory requirements during the course of business.
