Customer/ Recipient Services Representative

5 days ago

Rockville, Maryland, United States Latitude Full time $48,000 - $60,000 per year
Overview:
We are seeking a Customer/Recipient Services Representative with a strong background in banking or credit union operations to join our team. The ideal candidate will provide exceptional customer service and recipient support, ensuring a smooth and efficient experience for clients while maintaining compliance with all internal and external regulations. Responsibilities:
  • Serve as the primary point of contact for customers and recipients, addressing inquiries via phone, email, or in-person interactions.
  • Process and verify customer information, account details, and payment transactions with accuracy and confidentiality.
  • Assist recipients in understanding account details, payment timelines, and service-related policies.
  • Investigate and resolve account discrepancies, payment issues, or service concerns in a timely and professional manner.
  • Maintain accurate records and documentation in compliance with company standards and regulatory requirements.
  • Support daily operational functions, including data entry, account updates, and transaction monitoring.
  • Collaborate with internal departments (Finance, Compliance, and Operations) to ensure smooth service delivery.
  • Promote a customer-first culture by delivering responsive, empathetic, and solution-oriented service.
  • Identify opportunities for process improvements and assist in implementing enhanced service procedures.
$24 - $28 an hour

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