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Account Services Representative
TEKsystems. Ensure account and member security by identifying red flags and safeguarding member assets and account information.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills while managing account transactions and member inquiries. Proficient in utilizing technology for account management and ensuring member security.
Highest-signal resume keywords
Customer ServiceAccount ManagementVerbal And Written Communication SkillsTime ManagementTechnical Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account TransactionsDebit Card ProcessingFund TransfersOnline Banking EnrollmentTyping SkillsComplex Account TransactionsDispute SubmissionDirect Deposit ReleaseAccount ShutdownsCheck Stop-Payments
Soft Skills
Active ListeningDecision-MakingAdaptabilityAccountabilityConflict Resolution
Tools & Technologies
High-Speed InternetEthernet ConnectionWorkstation SetupDual Monitors
Certifications & Qualifications
High School Diploma Or Equivalent
Industry Keywords
Member SecurityAccount InformationFinancial TransactionsCustomer EducationVirtual Training
About the role
Key responsibilities & impact- Ensure account and member security by identifying red flags and safeguarding member assets and account information.
- Provide account information and perform basic account transactions.
- Route members to the appropriate departments.
- Provide account balances and review transactions on member and business accounts.
- Transfer funds on member and business accounts to other members or financial institutions.
- Open new accounts and educate members or potential members on suitable products and services.
- Enroll members in online and mobile banking and provide guidance on related features and benefits.
- Order debit cards for new and existing members.
- Research debit-card transactions and process limit increases.
- Handle lost, stolen, or misplaced debit-card queries.
- Submit disputes for unauthorized electronic checks.
- Release direct deposits.
- Perform complex account transactions, including account shutdowns and check stop-payments.
- Complete virtual training, onsite classes at a local facility, nesting, phone exercises, and assigned HOA/DOA work.
Requirements
What you’ll need- High School Diploma or equivalent.
- Exceptional customer service, active listening, and verbal and written communication skills, professional phone voice.
- Proficiency with computers, and strong typing skills.
- Ability to ask prying questions and diffuse tense situations when needed.
- Strong time management and decision-making skills.
- Adaptability and accountability.
- Must reside within a 60-mile radius of the local Training Hub.
- Previously established, non-satellite high-speed internet connection that is not public or shared.
- Minimum of 50 Mbps download speed and 25 Mbps upload speed.
- Ethernet connection required.
- Ability to set up and install workstation equipment within 8-12 feet of the modem/router.
- Workspace must accommodate two monitors, a phone, keyboard, and mouse and be free of distractions.
- Must be available to work either every Saturday or every Sunday.
- Reliable and dependable attendance during training.
Benefits
Comp & perks- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan with pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)