Member Service Representative

• Provide exceptional service to members in person, by phone, and through digital channels
• Accurately process deposits, withdrawals, loan payments, and other financial transactions
• Assist members with account inquiries, products, and services
• Open and maintain member accounts, including remote account assistance
• Process and disburse member loans
• Balance cash drawer daily and resolve discrepancies
• Support members with online financial services and general account access
• Identify opportunities to recommend products and services that meet member needs
• Maintain accurate records while adhering to all policies and procedures
• Assist with branch operations, including phones, scanning, filing, and data entry

Member Service Representative – Teller

• Answer other tellers’ questions
• Resolve more complex problems
• Oversee balancing
• Ensure smooth flow of teller lines and adequate coverage
• Provide general training to tellers
• Process members’ deposits, withdrawals, loan payments, cashier’s checks, and cash advances accurately and efficiently
• Balance daily transactions and verify cash totals
• Perform assigned side-jobs
• Assist other tellers as needed
• Ensure members receive prompt and professional service

Head Member Service Representative

• Build member relationships through quality service experiences
• Answer member questions in a knowledgeable, professional manner
• Perform a variety of cash handling transactions
• Maintain appropriate knowledge of core systems and CCU’s products and services
• Present and explain beneficial products to members and assist in meeting their financial needs
• Perform paying and receiving functions using cash handling skills and procedural knowledge
• Answer questions and resolve member problems using listening and quality service skills
• Perform file maintenance and account changes
• Balance daily transactions, verify cash totals, and investigate and resolve out-of-balance conditions
• Assume responsibility for other projects or duties as required or assigned

Member Service Representative, Teller

• Process deposits, withdrawals, loan payments, cashiers’ checks, and cash advances accurately and efficiently
• Balance daily transactions and verify cash totals
• Perform assigned side-jobs
• Assist other tellers as needed
• Provide prompt, professional service to members
• Enhance members’ banking experience

• Serve as a liaison between members and the credit union
• Provide information about credit union products, services and account information by phone
• Perform account service and maintenance transactions
• Treat members and callers professionally in line with EPIC values
• Process transactions promptly, efficiently and accurately
• Provide telephone service concerning credit union products and policies
• Respond to member requests, problems and complaints; resolve issues or direct members appropriately
• Handle diverse member service requests, including IRA transactions, electronic channel access, account modifications, fraud reports, address changes, check orders, account reconciliations and debit card reissues
• Process transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances and other member requests
• Promote and cross-sell products and services based on members’ needs
• Maintain accurate knowledge of products, services, systems, policies, procedures and compliance regulations
• Research deposit, withdrawal and loan-payment discrepancies
• Cross-train on complex account servicing, electronic servicing and basic lending functions
• Perform other duties as assigned

• Answer other tellers’ questions
• Resolve more complex problems
• Oversee balancing
• Ensure smooth flow of teller lines and adequate coverage
• Provide general training to tellers
• Promptly and professionally serve members
• Process deposits, withdrawals, loan payments, cashiers’ checks, and cash advances accurately and efficiently
• Balance daily transactions and verify cash totals
• Maintain accuracy and compliance
• Perform assigned side-jobs
• Assist other tellers as needed to ensure seamless operations

• Provide a variety of essential financial services as a bank teller
• Process deposits, withdrawals, loan payments, cashiers’ checks, and cash advances accurately and efficiently
• Balance daily transactions and verify cash totals to maintain accuracy and compliance
• Perform assigned side-jobs
• Assist other tellers as needed to ensure seamless operations
• Provide prompt, professional service that enhances members’ banking experience

• Provide exceptional customer service to internal and external customers
• Obtain the release of vehicles located at body shops, other locations, and residences
• Perform office support functions as needed
• Understand client needs and offer solutions and support
• Potentially provide chat and email customer support
• Answer and place calls professionally
• Meet call-quality measures, including knowledge, professionalism, and timely follow-up calls
• Focus on call resolution using company resources to gather information and offer solutions
• Perform other duties as assigned

Member Service Representative – Part Time

• Provide exceptional customer service to internal and external Copart customers
• Provide inbound phone support to Copart Members throughout their membership
• Understand Copart practices and offer solutions and support
• Understand client needs and offer solutions
• Answer and place calls professionally
• Meet call quality and productivity expectations
• Focus on first-call resolution
• Use company resources to gather information and meet customer needs
• Perform other duties as assigned

• Provide efficient, courteous, professional service to members, providers, group administrators, brokers, Plan personnel, and the general public
• Respond to inquiries received by telephone, fax, written correspondence, email, internet messenger, and personal interviews
• Address enrollment, billing, benefits, and claims inquiries for various coverage types
• Research and analyze customer inquiries using policies, procedures, PC systems, manuals, and Image
• Resolve routine and moderately complex benefits, claims, billing, enrollment, COBRA, Medicare Secondary Payor, and related issues
• Provide clear instructions to appropriate Plan areas for issue resolution
• Contact internal and external entities to obtain information and initiate necessary action
• Respond verbally or in writing with accurate and timely information
• Monitor inquiries for timely and accurate resolution and customer satisfaction
• Update Facets or Inquiry Control System records to track inquiry actions and status
• Report inquiry trends to management
• Support Marketing personnel and brokers by researching and communicating customer information
• Participate in marketing activities such as health fairs, seminars, open enrollment, and on-site visits