DIGITAL SERVICE REPRESENTATIVE (CLOSING SHIFT - ADMIN CENTER - TRAVERSE CITY) jobs in United States
cer-icon
Apply on Employer Site
company-logo

4Front Credit Union · 1 day ago

DIGITAL SERVICE REPRESENTATIVE (CLOSING SHIFT - ADMIN CENTER - TRAVERSE CITY)

4Front Credit Union is seeking a Digital Service Representative I to handle cash and check transactions for members through video sessions. The role involves assisting members with various service needs and maintaining professional business relations.

Financial Services
badNo H1Bnote

Responsibilities

Assumes responsibility for the effective and professional completion of Digital Service Representative functions
Accurately process transactions of all types such as deposits, withdrawals, loan payments, money orders, credit card and line of credit advances through a digital channel. (video session)
Recognize and act upon referral opportunities to achieve personal sales goals via video sessions for the best financial position of the member
Assist members with additional service needs including opening sub accounts, repayment accounts, setting-up auto transfers, and online banking services
Provides basic information to members on accounts, products, services, payments and orders
Provides basic maintenance on accounts
Sustains teller balancing standards and accuracy during at the end of each day
Assumes responsibility for establishing and maintaining effective, professional business relations with members
Resolves member requests and questions promptly, courteously, and professionally
Keeps members informed of Credit Union services and policies
Maintains and projects the Credit Union's professional reputation
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management
Assists area personnel as required
Keeps supervisor informed of area activities and significant problems
Completes required reports and records accurately and promptly
Attends meetings as required
Assumes responsibility for related duties as required or assigned
Assists other departments as necessary
Ensures work areas and equipment are clean and well maintained
Performs procedures for opening and closing of operations, including alarm, and door duties
Performs related clerical and lending functions as required
Comply with the U.S. Patriot Act and the Credit Union’s Bank Secrecy and OFAC Policies and Procedures
Comply with the Gramm-Leach Bliley Act and the Credit Union’s Information Security program, maintaining the privacy and security of information, Systems and locations

Qualification

Customer service experienceCredit Union policiesCredit Union productsOperate softwareCommunication skillsProfessional appearanceSolid math abilities

Required

High school graduate or equivalent
General knowledge of Credit Union policies and procedures
Understanding of Credit Union philosophy
General knowledge of Credit Union products and services
Minimum of one year in customer service
Excellent communication and public relation skills
Professional appearance, dress, and attitude
Ability to operate related computer software, telephone and business equipment
Solid math and abilities
Ability to deal with a variety of variables under only limited standardization
Able to interpret various instructions
Ability to perform basic math skills, use decimals to compute ratios and percentages
Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation
Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs
Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary

Company

4Front Credit Union

twittertwitter
company-logo
4Front Credit Union is a member-owned financial cooperative serving members across the state of Michigan.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Karl Pagel
Chief Financial Officer
linkedin
leader-logo
Daniel Baker, MBA
Chief Lending Officer
linkedin
Company data provided by crunchbase