About the role
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.