Digital Service Representative

6 days ago


Kalamazoo, Michigan, United States Consumers Credit Union Full time
About the Role

We are seeking a highly skilled Bilingual Digital Service Representative to join our team. As a key member of our TellerPlus+ team, you will be responsible for accurately and efficiently processing cash and check inquiry transactions for members through video sessions.

Responsibilities
  • Process transactions of all types, including deposits, withdrawals, loan payments, money orders, credit card and line of credit advances, via digital channels or video sessions.
  • Recognize and act upon referral opportunities to achieve personal sales goals via video sessions for the best financial position of the member.
  • Provide excellent digital member service, assisting with additional service needs, including opening accounts, setting-up auto transfers, online banking services, and more.
  • Sustain teller balancing standards and accuracy.
  • Demonstrate knowledge of all Credit Unions' products and services.
  • Uphold member confidentiality, following security and fraud prevention policies and procedures.
  • Compliance with the Bank Secrecy Act, OFAC, and USA Patriot Act, including accurate completion of CTRs and reporting of suspicious activities to the BSA Compliance Department.


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