Member Account Support Specialist
2 weeks ago
American Heritage Credit Union, a leading financial institution with substantial assets, is seeking a dedicated Member Account Support Specialist. This role encompasses various responsibilities related to member accounts, addressing inquiries, and ensuring accurate maintenance of account records.
KEY RESPONSIBILITIES:
- Perform quality assurance checks on all new membership applications and updates, identifying errors and communicating necessary corrections to relevant parties.
- Support the cross-training initiatives for Account Services and branch personnel during training sessions.
- Handle all requests for Business Development membership applications.
- Manage all fulfillment requests received via electronic communication.
- Provide virtual assistance to members and colleagues regarding a wide range of products and services offered by the credit union, including but not limited to: Certificates of Deposit, New Accounts, Account Adjustments, Loss Declarations, and Money Order stop payments.
- Conduct follow-up communications to gather missing information from applicants who have submitted membership applications through various channels.
- Prepare and dispatch Welcome Packets for members who have not received their materials.
- Complete account verifications for SSA and Medicaid by established deadlines in line with departmental protocols.
- Review and input Customer Identification Program (CIP) data for account holders into the designated system.
- Prepare, scan, and process negotiable items received through the imaging system.
- Respond to inquiries via phone calls, emails, and HelpDesk tickets from both employees and members.
QUALIFICATIONS:
- A minimum of one to two years of experience in a credit union or similar financial setting.
- Proficient mathematical skills necessary for calculations involving decimals, percentages, and fractions.
- Availability to work flexible evening hours and weekends as required.
We are committed to fostering your professional growth through a competitive salary aligned with experience and a comprehensive benefits package, which includes paid time off, health insurance, a 401(k) plan with a generous employer match, and opportunities for advancement within the organization. We strive to create an optimal professional and environmentally conscious workplace for our team members.
To be considered for this position, please submit a resume detailing your employment history and salary expectations. Please note that background checks, including credit, criminal, employment, drug/alcohol testing, and educational verification, will be conducted on potential candidates. All submitted resumes will be reviewed, and only those candidates who meet our criteria will be contacted for further discussions.
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