E-Branch Fulfillment Specialist
4 weeks ago
At Members Choice Credit Union, we are seeking a highly skilled and detail-oriented E-Branch Fulfillment Representative to join our team. As an E-Branch Fulfillment Representative, you will play a critical role in providing exceptional service to our members and ensuring the smooth operation of our E-Branch.
Key Responsibilities:- Provide prompt and professional service to all members and associates, adhering to our member-centric model for service standards.
- Process wire transfers, including contacting members via phone to authenticate and entering wire requests into the Symitar system.
- Assist with email, chat, and Hubspot correspondence, as well as retrieve and process fax requests.
- Perform outbound calls to confirm completion of requests or receive additional information from members.
- Process member requests, including stop payments, debit card requests, account closures, check by mail, and removing dormancy.
- Process and post transaction fees to Symitar, as well as charge transfer transaction fees as needed.
- Print and mail loan coupons, research and print check copies and/or monthly statements, and review check order requests.
- Fax payoffs to dealers and other financial institutions, and assist members and branches with Bill Pay and online/mobile banking requests.
- Forward release of lien and title requests to the title department for processing, and open all account types available online.
- Assist with call volume as needed, and participate in community relation activities and groups to represent the Credit Union.
- High School Diploma or GED required.
- Previous customer service banking experience preferred.
- Skills/Abilities:
- Provides best of class, Member Centric service.
- Good oral and written communication skills.
- Bilingual (English/Spanish) preferred.
- Fast learner and ability to multi-task in a fast-paced environment.
- Ability to meet deadlines and work independently.
- Proficient computer skills, including Microsoft Word, Microsoft Excel, and Outlook Email.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of the job, the employee is regularly required to stand, sit, use hands, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear. The vision requirements include close vision and ability to adjust focus. The nature of the position requires physical mobility and ability to lift a minimum of 20 pounds. The mental demands include detailed work, reasoning, math, language, written and verbal communications, multiple concurrent tasks.
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