Customer Recipient Services Representative (BankingCredit Union)

Rockville, MD - USA

Monthly Salary: $ 24 - 28

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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.

$24 - $28 an hour

Required Experience:

Unclear Seniority

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 maint...