Account Services Representative
2 weeks ago
Primary: Performs daily branch teller activities. Maintains Service PACT standards at all times. Participates and supports branch sales efforts by referring/cross selling products to members.
Secondary Functions: Operates Information Desk and or Resource Center as necessary.
Responsibilities
- Refers and cross-sells products and services while working a teller window, Information Desk, or while engaged in conversation with members. Creates and maintains a Service PACT culture by identifying needs based opportunities to enhance and deepen member relationships. Refers members to Member Services Representatives or other departments as appropriate. Achieves individual metric goals. Helps implement and participates in branch promotions. (Sales)
- Runs a teller window. Processes transactions, which may include the following: checking and savings deposits, checking and savings withdrawals, payments, official checks, travelers cheque or other Credit Union products. Performs Teller, ATM, Express Box and coin machine settlements. Answers routine member inquiries and works with other areas in the Credit Union to resolve member problems. Develops proficiency in tasks related to branch operations. (Operations)
- Follows all established Service PACT Guidelines to include servicing the member while standing, relaxing, evaluating, presenting and closing any referrals as appropriate, and thanking members. (Member Service)
- Acts and communicates in a manner that creates and maintains a positive work atmosphere with members, vendors, co-workers and management.
- Participate in annual Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) training and demonstrate knowledge and understanding of the BSA and OFAC, including the immediate reporting of unusual or suspicious activity to the Risk Management Department. Undertake additional training specific to daily responsibilities and as required to ensure continued compliance with all applicable regulations
- Ensure the Credit Unions safe harbor protections as allowed by the BSA. Understand that if confronted with knowledge of existence of a Suspicious Activity Report (SAR), an obligation exists to preserve the confidentiality of that SAR, as well as any information that may reveal the existence of a SAR. Maintain awareness of, and immediately report to the Compliance Officer, any unauthorized disclosure of a SAR, or unauthorized disclosure of information related to a SAR. Understand that failure to do so is a violation of federal law and may lead to both civil and criminal penalties for SAR disclosure violations.
- Demonstrate commitment to the Credit Unions Service PACT philosophy.
- Performs other work related duties as assigned by Branch Management.
Education:
- College Degree in related field or equivalent combination of Education and Experience and or sales experience preferred.
- Without college degree: 6 months teller experience or 1 year customer service/sales
- Strong problem solving abilities with the ability to think independently.
- Excellent Customer Service and Communications Skills
- Problem solving ability
- Basic knowledge of personal computers and related office software.
- Ability to work flexible schedule as required.
- Ability to multi-task.
- Ability to spend a considerable amount of time standing and walking around the branch and other locations as required.
Competitive salary and benefits offered
Keyword: Account Services Representative (ASR) #J-18808-Ljbffr
-
Account Services Representative
1 week ago
Washington, United States Holland & Knight Full timeAccount Services Representative (Hybrid) page is loaded Account Services Representative (Hybrid) Apply locations Charlotte Boston Washington, D.C. Nashville Tysons time type Full time posted on Posted 11 Days Ago job requisition id R3752 We are a Firm where people truly believe in what they do and strive to achieve...
-
Account Services Representative
Found in: Jooble US O C2 - 2 weeks ago
Washington DC, United States Holland & Knight Full timeAccount Services Representative (Hybrid) page is loaded Account Services Representative (Hybrid) Apply locations Charlotte Boston Washington, D.C. Nashville Tysons time type Full time posted on Posted 11 Days Ago job requisition id R3752 We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and...
-
Account Services Representative
Found in: Jooble US O C2 - 2 weeks ago
Washington DC, United States Bank Fund Staff Federal Credit Union Full timeJob Description Primary: Performs daily branch teller activities. Maintains Service PACT standards at all times. Participates and supports branch sales efforts by referring/cross selling products to members. Secondary Functions: Operates Information Desk and or Resource Center as necessary. Responsibilities Refers and cross-sells products and services...
-
Member Service Representative
1 week ago
Washington, United States Latitude, Inc. Full timeJob DescriptionJob DescriptionNew Job Opportunity - Member Service Representative New and exciting hybrid job opportunity out of Washington D.C. Looking to hire someone who has at least one year of related professional experience (preferably this type of work for a Credit Union or Bank). Logistics of the Role:Full Time - direct Hire Hybrid Role - after...
-
Client Service Representative
7 days ago
Washington, United States latitude Full timeJob Title: Member Service Representative (Credit Union) Location: Washington DC Must: have credit union or banking experienceSalary: $19 per hour plus quarterly incentives/bonusResponsibilities:Greet and assist members in a courteous and professional manner.Process financial transactions accurately and efficiently, including deposits, withdrawals, loan...
-
Client Service Representative
2 weeks ago
Washington, United States Latitude, Inc. Full timeJob DescriptionJob DescriptionJob Title: Member Service Representative (Credit Union) Location: Washington DC Must: have credit union or banking experienceSalary: $19 per hour plus quarterly incentives/bonusResponsibilities:Greet and assist members in a courteous and professional manner.Process financial transactions accurately and efficiently, including...
-
Member Service Representative
2 weeks ago
Washington, United States Latitude, Inc. Full timeJob DescriptionJob DescriptionJob Title: Member Service Representative (Credit Union) Location: Washington DC Must: have credit union or banking experienceSalary: $19 per hour plus quarterly incentives/bonusResponsibilities:Greet and assist members in a courteous and professional manner.Process financial transactions accurately and efficiently, including...
-
Federal Account Development Representative
Found in: beBee jobs US - 2 weeks ago
Washington, Washington, D.C., United States Instabase Full timeAs our Federal Account Development Representative, you will be responsible for strategically expanding our presence in the federal government market and owning new business opportunities. What you'll do:Own pipeline generation strategy for Federal accountsConduct discovery calls with target personasWork as part of a strategic account selling team, with a...
-
Member Service Representative
1 week ago
Washington, United States Lafayette Federal Credit Union Full timeJob Type Full-time Description NOTICE: JOB APPLICANTS LIMITED TO DC, MD, OR VA RESIDENTS. Please note that we are exclusively considering applicants residing in the District of Columbia, Maryland, or Virginia for all open positions. Lafayette Federal Credit Union has earned the 2024 Top Workplaces award from USA Today! Welcome to Lafayette Federal...
-
Field Service Representative
23 hours ago
Washington, United States Kreg Therapeutics LLC Full timeDescription: **_ Our mission is to help hospitals improve the management and outcomes of their most complex patients._** - Kreg’s Beds provide an innovative modality to get complex patients out of bed, mobilized and stabilized so they can progress to PT, LTACH, and ultimately home. Because not all the patients are the same, not all the beds should be the...
-
Field Service Representative 7
Found in: beBee S US - 1 week ago
Washington, United States Veolia Water Technologies & Solutions Full timeAround the globe, we help cities and industries manage, optimize and make the most of their resources. We provide an array of solutions related to water, energy and materials to promote a cleaner more sustainable world for all of us.The collective expertise and passion of our people, combined with a broad portfolio of over 10,000 technologies, makes us...
-
Member Service Representative I
5 days ago
Washington, United States CareFirst BlueCross BlueShield Full timeThe Member Service I Representative is proficient in routine benefits, claims, and general inquiries. They have a general knowledge of the following: systems, benefits, contracts/products, functions of other departments in the company, standard opera Member Service, Representative, Customer Service, Remote, Retail, Healthcare
-
Patient Account Representative PRN
Found in: Appcast US C2 - 1 week ago
Washington, United States Networks Connect Full timeJob description Networks Connect Professional Staffing is currently seeking an experienced Patient Access Representative with specialized Emergency Department (ED) experience to join a prominent Healthcare Network on a PRN basis . Reporting to the Patient Access Supervisor or Manager, this role provides essential patient services and...
-
Accountant
Found in: beBee jobs US - 1 week ago
Washington, Washington, D.C., United States General Services Administration Full timeSummary As an Accountant, the incumbent provides accounting and financial management data and advice to accountants, program officials and other specialists across GSA.Location of position: GSA, Office of the Chief Financial Officer, Kansas City, MO; Fort Worth, TX; Washington, DCWe are currently filling one vacancy; additional vacancies may be filled...
-
Business Development Representative
4 days ago
Washington, United States Upstream Management Full timeJob DescriptionJob DescriptionHere at Upstream Management, we are a rapidly growing Business Development firm specializing in individualized marketing and sales strategies to meet the needs of our clients. We are seeking a driven and professional entry-level Business Development Representative to assist our growing consumer base in assisting in product...
-
Contact Representative
Found in: beBee S US - 2 weeks ago
Washington, United States Non-Departmental Agency Full timeSummary As a Contact Representative at the GS-0962-5 level, you will be an integral part of Retirement Services, Office of Personnel Management. If selected, you will be responsible for providing information and assistance to meet the needs of our customers including retirees, their...
-
Contact Representative
Found in: beBee jobs US - 1 week ago
Washington, Washington, D.C., United States Non-Departmental Agency Full timeSummary As a Contact Representative at the GS level, you will be an integral part of Retirement Services, Office of Personnel Management. If selected, you will be responsible for providing information and assistance to meet the needs of our customers including retirees, their survivors and representatives, and others who have an interest in the retirement...
-
Patient Service Representative
5 days ago
Washington, United States Physical Rehabilitation Network Full timeAs a Patient Service Representative, you'll be an essential part of our team, providing exceptional customer service and administrative support to ensure a smooth and positive experience for our patients. Essential Job Functions: Patient Interaction: Greet and welcome patients with professionalism and warmth. Schedule appointments and manage patient...
-
Call Center Representative
1 week ago
Washington, United States Mb Staffing Services LLC Full timeJob DescriptionJob DescriptionThe Call Center Representative must have direct, relatable Call Center experience. The CCR will work in a high-volume, Call Center setting and is responsible for handling inbound calls with customers, always taking a friendly, courteous, professional and ethical approach. The Call Center Representative will ensure a pleasant and...
-
Customer Service
4 days ago
Washington, United States CareerBuilder Full time**Acrisure LLC** **Customer Service / Account Manager (Schroepfer Insurance)** **Schroepfer Insurance - Washington, MO - Full Time** **Acrisure** is the fastest growing insurance brokerage firm in the U.S. with nearly 400 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk...