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Customer Service Representative

2 months ago

Richardson, Texas, United States Mindlance Full time

Job Title: Customer Service Representative

Job Summary:

We are seeking a highly skilled and detail-oriented Customer Service Representative to join our team at Mindlance. As a Customer Service Representative, you will be responsible for providing exceptional service to our members by processing transactions, setting up checking accounts, and assisting with collection activities.

Responsibilities:

* Provide a variety of services to Credit Union members, including cash and check transactions, membership enrollments, and changes
* Assist with collection activities by reviewing delinquent accounts and contacting members when necessary
* Perform all duties related to checking accounts, including setting up accounts, ordering checks, and assisting members with inquiries
* Carry out activities necessary to conduct business each day, including cash handling, signature plate placement, and error identification and correction
* Screen, verify, and process all types of loan applications
* Run credit checks and compare them to loan applications
* Perform various Credit Union clerical activities, including preparation of bill payments, ordering supplies, and typing letters
* Respond to internal and external inquiries concerning Credit Union matters
* Maintain all files examined annually by the Federal Examiner and Supervisory Committee
* Communicate and interact effectively and professionally with co-workers, management, customers, and other stakeholders

Requirements:

* Experience in a banking environment, and/or Credit Union
* Clear and concise interpersonal, verbal, and written communication skills
* PC proficiency to include Word, Excel, PowerPoint, and Lotus Notes
* Detail-oriented
* High level of confidentiality

Preferred Requirements:

* Ten-key/calculator experience
* Referral preference given to applicants able to take and meet testing criteria

Equal Opportunity Employer:

Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.