Latitude Inc ยท 3 months ago
Customer/ Recipient Services Representative (Banking/Credit Union)
Rockville, MD
Full-time
Onsite
New Grad, Entry Level
$24/hr - $28/hrLatitude Inc is seeking a Customer/Recipient Services Representative with a strong background in banking or credit union operations. 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.
Manufacturing
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
Qualification
Required
Strong background in banking or credit union operations
Exceptional customer service skills
Ability to address inquiries via phone, email, or in-person interactions
Accuracy and confidentiality in processing and verifying customer information, account details, and payment transactions
Ability to assist recipients in understanding account details, payment timelines, and service-related policies
Timely and professional investigation and resolution of account discrepancies, payment issues, or service concerns
Maintenance of accurate records and documentation in compliance with company standards and regulatory requirements
Support for daily operational functions, including data entry, account updates, and transaction monitoring
Collaboration with internal departments (Finance, Compliance, and Operations) to ensure smooth service delivery
Promotion of a customer-first culture by delivering responsive, empathetic, and solution-oriented service
Identification of opportunities for process improvements and assistance in implementing enhanced service procedures
Company
Latitude Inc
Company Summary Latitude is a Human Resource Consulting Firm headquartered in Hanover, MD with an office in Winter Park, FL.
Founded in 1990
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase