Member Services Representative Correspondence Specialist

3 weeks ago


Hauppauge, New York, United States Teachers Federal Credit Union Full time
Job Overview
Teachers Federal Credit Union is seeking a highly skilled Member Services Representative Correspondence to join our team. In this role, you will be responsible for sorting and distributing mail, processing faxes, verifications of deposit, SSA/SSI and AVS research, Medicaid requests, and account closures.

Key Responsibilities:
  • Sorts incoming mail and separates based on deposits, loan payments, bill payment checks.
  • Delivers checks to headquarters branch for processing.
  • Processes member requested account closeouts received via Salesforce, mail or fax.
  • Monitors SSA/SSI and AVS portals to verify member account balance information.
  • Processes information requests for Medicaid eligibility.
  • Retrieves account information, verifies signatures, and prepares reports for micrographics and share draft research.
  • Gathers documents, copies, reviews, and processes before sending to external law firms, companies or members.
  • Gathers statements, copies of receipts, deposit and withdrawal information and processes Verification of Deposits.
  • Responds quickly and accurately to members, branch staff and other department staff.
  • Identifies issues requiring follow-up and contacts members to obtain information.
  • Educates members by advising them of additional Teachers products and services.
  • Uses Salesforce to process cases, create partner referrals, and logs information from member phone conversations.

Requirements:
  • High School Diploma or GED required.
  • Minimum one year of general work experience required.
  • Banking experience preferred.
  • Proficient in MS Word and Excel required.
  • Strong oral and written communication, multitasking, internet skills, and excellent telephone etiquette are required.
  • Knowledge of Teachers policies, practices and systems preferred.
  • Critical thinking and problem solving.
  • A team player and good collaborator.
  • Professional with a strong work ethic.

Benefits:
  • Paid time off for vacation, personal days, and holidays.
  • Fully-funded pension plan.
  • 401(k) company contribution.
  • Teachers pays 100% of Dental & Vision premium.
  • Tuition reimbursement is offered to full-time employees.
  • Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers.

Compensation:The estimated salary for this position is $18.25 - $21.00 an hour, which may vary above and below the stated amounts, as permitted by applicable law.

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