Servicing + Support Representative

Pay Range: Band B - MRP 1

Responsible for contributing to and creating a positive member experience by providing support to activities for members, onstage staff and the various credit union deposit accounts/programs. This includes writing and communicating operational procedure support to onstage staff as well as administrative tasks involved with the maintenance and control of deposit accounts and processes. Regular collaboration and correspondence with staff, members and 3rd party service partners is essential

 What You’ll Do

• Assist Onstage staff with member requests for research/information/troubleshooting on deposit related accounts; serve as a resource on policies, procedures & workflow. This includes managing Solution Center Support Requests, helpline requests as well as supporting new products/services/workflows that may be introduced.
• Process requests such as, but not limited to: mailed-in, faxed or online applications for new memberships, new accounts, revisions, account closures, verification of deposits, address change requests; Online account opening and onboarding; transactions, loan coupon orders, and similar functions.
• Ensure correspondence and notices to members are taking place as required by department procedures
• Assist with updates, (including testing) additions or removal of supporting information &
• procedures on the internal knowledge-based portal (Solution Center); Perform periodic reviews of such material to ensure it is up to date and meets user needs; make suggestions for improvements and enhancements to procedures, policies, and workflows.
• Assist with quality monitoring tracking, reporting and related follow up/corrections on items including but not limited to name changes, social security number changes, address changes, and similar as assigned

What You’ll Bring

• Position requires a High School Diploma or GED.
• Requires one to two years of similar or related experience with a financial institution.
• A strong working knowledge of Microsoft Outlook, Word and Excel.
• Strong time management skills
• Bondable per CUMIS guidelines.

What you’ll Get

We know that pay and benefits are important. And, we’ve really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you’ll enjoy:

• Working with an energetic team focused on making our members wildly successful 
• An opportunity to work with others that have your back every step of the way
• Opportunities to make a difference both inside and outside of our walls
• Being treated like you are more than the work you do
• Must be a tech savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.