What are the responsibilities and job description for the Member Services Receptionist position at Signature Federal Credit Union?
The Member Services Receptionist is responsible for assisting members, potential members and other employees
with their questions and requests while maintaining the front desk. They need to understand and be able to
explain basic Share, Loan, Mortgage and Visa related products and services, responds to problems, processes
member's requests received in person, as well as via web, e-mail, fax, online/mobile banking, or mail and
processes death claims, POA, and trust accounts. This role does not have remote work capabilities.
Responsibilities
- Maintains front desk and assists members in person and assist as needed on Member Services queue calls with Share, Loan, Mortgage and Visa related products and services, including but not limited to chapter accounts’ inquiries, open/close of Certificate of Deposits, account/share closure requests, process transfer/ACH/wire requests, check orders, check disbursal, answers basic loan/mortgage/Visa questions, processes Visa card capture/reissues requests, travel notes, basic fraud/dispute questions, Apple Pay/Google Pay Token requests, Stop Payments, and ACH dispute process information. May handle cash transactions. Completes daily work folder requests. Scans account related documents. Assures that appropriate records are maintained.
- Processes death claims, power of attorney (POS) trust accounts, account update forms, verification of deposits, certificate disclosures, change of address/contact, Skip-A-Pay/Extension requests, returned mail and other requests via web, e-mail, fax, online/mobile banking, and mail.
- Backs up the Poster when needed.
- Provide friendly, prompt, accurate and high quality service and support to all members and associates.
- Proactively seek opportunities to cross sell products and services for the betterment of our members.
- Ensure member's request get updated and scanned into the system on a daily basis.
- Ensure cash drawer and checks are balance on a daily basis if applicable.
Qualifications
- One year to three years of similar or related experience.
- A high school education or GED.
- Excellent verbal and written communication skills
- Proficient in MS Word, Excel, and Outlook.
- Detail Oriented and good with numbers.
