Customer Service Representative I
1 week ago
About the Role:
We are seeking a highly skilled Customer Service Representative I to join our team at Educational Federal Credit Union. As a key member of our staff, you will provide exceptional member service by serving as a consultant to members on various deposit and loan transactions/inquiries.
Key Responsibilities:
- Process various types of transactions for members, including cash and non-cash deposits, withdrawals, loan payments, transfers, cash advances, cashier's checks, savings bonds, IRA deposits, CD withdrawals, etc.
- Service member accounts by preparing necessary paperwork for wire transfers, processing stop payment requests, direct deposit payroll request forms, new/lost/stolen cards, check orders, and temporary checks.
- Assist with Online Banking setup, process address change requests, and print copies of checks and statements.
- Maintain awareness of all current promotions or campaigns and have the knowledge to discuss basic features and benefits of all credit union products and services.
- Maximize every member contact as an opportunity to identify what Credit Union products and services would be beneficial to them and make appropriate referrals.
- Serve as
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