Customer/ Recipient Services Representative (Banking/Credit Union)

@ Latitude Inc
Latitude Inclatitudeinc.com

Customer/ Recipient Services Representative (Banking/Credit Union)

Posted 9 months ago

This job is still taking applications, but it's been up a while.

About the job

Join our team as a Customer/Recipient Services Rep in banking. Provide exceptional support, process transactions, and ensure regulatory compliance for client satisfaction.

Requirements

  • Banking or credit union experience
  • Customer service skills
  • Transaction processing skills
  • Attention to detail

Qualifications

  • High school diploma or equivalent
  • Strong communication skills
  • Problem-solving ability
  • Team-oriented mindset

Full job description

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.
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