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Senior Member Services Representative

Sr. Client Services Representative needed for financial organization in South Jersey, NJ.

  • Respond to clients/members with regard to loan inquiries, withdrawals, account information, problem resolution and provide customer service
    • Process withdrawals both cash and checks
    • Accepts over the counter cash and check deposits including loan payments
    • Secures deposits in a locked drawer at financial institution
    • Issues Money Orders
    • Mail requested information
    • Input daily checks remotely into system
    • Assure Certificate of Deposit are handled properly at maturity
    • Transfer monies from club accounts at member request and other member requests
    • Actively cross sell the organization's products and services
    • Learns organizations data processing system
    • Responds to a variety of member inquiries
    • Abides by the terms and conditions of the Confidentiality & Non-Disclosure Agreement
  • Assists in any area as directed by management
  • Other duties as assigned or requested

 

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