Member Services Representative Correspondence Specialist
3 weeks ago
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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Hauppauge, New York, United States Teachers Federal Credit Union Full timeThe Member Services Representative Correspondence plays a critical role in ensuring the smooth operation of our correspondence process. As a key member of our team, you will be responsible for processing faxes, verifications of deposit, SSA/SSI and AVS research, Medicaid requests, and account closures.Key Responsibilities:Process faxes, verifications of...
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