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Latitude Inc

Posted 8 months ago

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Customer/ Recipient Services Representative (Banking/Credit Union)

Rockville, MDOn-siteFull-time

AI Summary

Customer-focused banking/credit union representative handling inquiries, processing transactions, and resolving account issues with accuracy and confidentiality.

About this 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.

    • Skills

    Account UpdatesAccount VerificationBanking OperationsConfidentialityCredit Union OperationsCustomer OnboardingCustomer ServiceData EntryDisambiguation Of Account DetailsDispute ResolutionDocumentationInterdepartmental CollaborationOperational SupportPayment ProcessingPayment TimelinesPhone/email/in-person SupportPolicy ExplanationProcess ImprovementRecord KeepingRegulatory ComplianceTransaction Monitoring

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