Jobs
>
Lancaster

    member services representative - Lancaster, United States - EVERENCE SERVICES,

    EVERENCE SERVICES,
    EVERENCE SERVICES, Lancaster, United States

    1 month ago

    Show more Collapse job
    Default job background
    Description

    POSITION SUMMARY
    Professionally represent Everence Federal Credit Union (EFCU) to members and future members via telephone, video, and electronic channels.

    Accurately and efficiently process member transactions, service requests, and the opening of new memberships/accounts in a courteous, confidential, and professional manner.

    Research and respond to members' inquires.

    Promote EFCU products and services by proactively engaging in conversation with individuals, organizations and businesses, helping them achieve their everyday banking needs.

    Assist with various back-office responsibilities such as wire transfers, Electronic Bill Pay maintenance, mail processing, and member notices.


    RESPONSIBILITIES AND DUTIES
    Process member transactions such as deposits, loan payments, transfers, cashiers checks, cash advances, stop payments, etc.
    Adhere to policies and procedures including but not limited to security and transaction verification.

    Adhere to the Anti-Money-Laundering Policy established to comply with the provisions of the Bank Secrecy Act (BSA) which includes the Customer Identification Program (CIP), Currency Transaction Report (CTR), Suspicious Activity Report (SAR) and Monetary Instrument Log; USA Patriot Act; and regulations from the Office of Foreign Assets Control (OFAC).

    Scan checks received for deposit or payment. Resolve out-of-balance situations.
    Ensure individuals, organizations and businesses meet eligibility requirements.

    Present and explain EFCU products and services to members and recommend the right products and services to assist them in meeting their everyday banking needs.

    Open/close memberships/accounts and renegotiate Certificates of Deposits/IRAs.

    Complete forms and enter information into a database to establish new memberships/products/services, order checks and perform maintenance and service requests.

    Serve as a resource for members to answer questions, solve problems, and help with bookkeeping, account reconcilement, and research requests.

    Serve as a resource for other EFCU branches.
    Answer member questions regarding mobile banking, online banking, and electronic bill payment.
    Receive, direct, and handle telephone calls, video calls, texts, online banking, email, and mail-in requests.
    Process mail and return mail for the Administrative Center.
    Quality check new memberships/accounts, and service/maintenance requests.
    Receive incoming and originate outgoing funds transfers (wires).
    Complete reports and records as needed.
    Prepare and send correspondence related to member accounts (certificates, negative balances, and escheat regulations).
    Perform maintenance on electronic bill payment accounts.
    Onboard new members with follow-up telephone calls, email messages, and/or mailings.
    Contact members and prospects to update records and cross-sell.
    Complete all required training for the position and participate in electives to enhance skills.
    Participate in meetings and other events as required.

    QUALIFICATIONS

    Education:
    Minimum high school diploma or equivalent

    Experience:
    Basic understanding of credit union operations
    Retail service experience and/or experience in financial services preferred


    Skills and Abilities:

    • Ability to provide exceptional service
    • Professionalism, honesty, integrity, and good listening skills to build rapport and relationships
    • Strong interpersonal, communication, and organizational skills
    • Accuracy and attention to detail with mathematical aptitude and analytical skills
    • Ability to exercise good judgment, solve problems, offer sound advice, and cross-selling products and services
    • Ability to operate related computer applications and business equipment. Experience with customer databases a plus
    • Adaptability to changing workflows to remain productive in fast-paced times
    • Availability to work based on branch needs
    • Spanish proficiency required

    SUPERVISORY RESPONSIBILITIES:
    None


    SCHEDULE:
    Full-time, 40 hours a week


    LOCATION:
    Lancaster, PA

    We have other current jobs related to this field that you can find below

  • The Mice Groups, Inc.

    Field Service Representative

    5 days ago

    The Mice Groups, Inc. Lancaster, United States

    Pay for this role is $55,000 to $58,000 · Title: Field Service Rep (Technician / FSR · Location: Lancaster, PA (Onsite Role) · Full time position · Responsibilities: · Required/Desired: · Experience performing hands-on equipment maintenance. · Mechanically and electrically incl ...

  • Eurofins Scientific

    Client Services Representative

    3 weeks ago

    Eurofins Scientific Lancaster, United States

    Are you good with customers? Enjoy building long-term relationships with customers and colleagues? Enjoy problem solving? Looking for a career with a stable company that will allow you to grow and develop as a person and a professional? Consider join Client Service, Representativ ...

  • Clarkassociatesinc

    Customer Service Representative

    1 week ago

    Clarkassociatesinc Lancaster, United States

    **Job Opening** · ** Job Title: Customer Service Representative** · ** Company: Clark Associates, Inc.** · Customer Service Representative · *Lancaster, PA* · Compensation: **$52,000** annually · Who we are · Based in Lancaster, PA, Clark Associates has been a disruptive f ...

  • Winter's Heating & Air Conditioning

    Customer Service Representative

    1 week ago

    Winter's Heating & Air Conditioning Lancaster, United States

    Job Description · Job DescriptionWe are seeking a Customer Service Representative to join our team You will be responsible for helping customers by providing product and service information and resolving technical issues. · Responsibilities: · Handle customer inquiries and compla ...

  • Everence

    Member Services Representative

    3 days ago

    Everence Lancaster, United States

    Job Description · Job DescriptionPOSITION SUMMARY Professionally represent Everence Federal Credit Union (EFCU) to members and future members via telephone, video, and electronic channels. Accurately and efficiently process member transactions, service requests, and the opening o ...

  • Bcipkg

    Customer Service Representative

    1 week ago

    Bcipkg Lancaster, United States

    **Customer Service Representative | Lancaster, PA** · **Lancaster Division** · **Summary**: To process sales information through the quotation, order entry and delivery stages for internal and external customers. · **Essential Duties and Responsibilities:** · Performs all dut ...

  • Equus

    Business Service Representative

    18 hours ago

    Equus Lancaster, United States

    Company Description · We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals deliver comprehensive workforce solutions at integrated caree ...

  • SMG

    Customer Service Representative

    1 week ago

    SMG Lancaster, United States

    Stoic Management Group is expanding across the Pennsylvania region, so we are looking for additional Customer Service Representatives to help manage growing client needs and assist both new and existing clients with the best products and sales services available. Our open opportu ...

  • Eurofins USA BioPharma Services

    Client Services Representative

    2 weeks ago

    Eurofins USA BioPharma Services Lancaster, United States

    Job Description · Job DescriptionCompany Description · Eurofins Scientific is an international life sciences company which provides a unique range of analytical testing services to clients across multiple industries. The Group believes it is the world leader in food, environment ...

  • Rick Milanak - State Farm Agent

    Customer Service Representative

    14 hours ago

    Rick Milanak - State Farm Agent Lancaster, United States

    Job Description · Job DescriptionBenefits:Career building experience · Salary + Commission/Bonus · 401(k) matching · Opportunity for advancement · Paid time off · ROLE DESCRIPTION: · As a Customer Service Representative - State Farm Agent Team Member with Rick Milanak - State Far ...

  • Penn Medicine Lancaster General Health

    Guest Services Representative

    2 weeks ago

    Penn Medicine Lancaster General Health Lancaster, United States

    Summary · Job Description · POSITION SUMMARY: · Provide premier customer service greeting guests, giving appropriate information, direction or assistance according to hospital policies and procedures. These areas pledge to support and advance the Mission and the Vision of the ...

  • Lancaster General

    Guest Services Representative

    4 days ago

    Lancaster General Lancaster, United States

    Summary · Job Description · POSITION SUMMARY: · Provide premier customer service greeting guests, giving appropriate information, direction or assistance according to hospital policies and procedures. These areas pledge to support and advance the Mission and the Vision of the dep ...

  • High Hotels

    Guest Services Representative

    4 days ago

    High Hotels Lancaster, United States

    Guest Services Representative - Courtyard by Marriott - GUEST · DESCRIPTION/RESPONSIBILITIES: As a Guest Services Representative for High Hotels LTD., you are required to positively represent the hotel to the guest by responding courteously and efficiently to guest needs, acting ...

  • Equus

    Business Service Representative

    2 weeks ago

    Equus Lancaster, United States

    Job Description · Job DescriptionCompany Description · We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals deliver comprehensive workfor ...

  • Clarkassociatesinc

    Customer Service Representative

    4 days ago

    Clarkassociatesinc Lancaster, United States

    Job Opening · ** Job Title: Customer Service Representative** · ** Company: Clark Associates, Inc.** · Customer Service Representative · Lancaster, PA · Compensation: $52,000 annually · Who we are · Based in Lancaster, PA, Clark Associates has been a disruptive force in th ...

  • Lancaster General

    Guest Services Representative

    4 days ago

    Lancaster General Lancaster, United States

    Summary · Job Description · POSITION SUMMARY: · Provide premier customer service greeting guests, giving appropriate information, direction or assistance according to hospital policies and procedures. These areas pledge to support and advance the Mission and the Vision of th ...

  • High Companies

    Part-Time Guest Services Representative

    2 weeks ago

    High Companies Lancaster, United States Part time

    Job Details · Description · High Hotels Ltd., is a leading operator of select-service and extended stay hotels across PA & NJ. We strive to maintain the highest standards in guest service and overall product quality. · As a Guest Services Representative for High Hotels LTD., ...

  • The High Companies

    Evening Guest Services Representative

    4 days ago

    The High Companies Lancaster, United States

    High Hotels Ltd., is a leading operator of select-service and extended stay hotels across PA & NJ. We strive to maintain the highest standards in guest service and overall product quality. · As a Guest Services Representative for High Hotels LTD., you are required to positively ...

  • Tangeroutletcanada

    Customer Service Representative-Lancaster

    1 week ago

    Tangeroutletcanada Lancaster, United States

    ** Customer Service Representative-Lancaster** · **Job Category****:** Field **Requisition Number****:** CUSTO02330 Showing 1 location **Job Details** · **Description** · As a Customer Service Representative with Tanger Outlets, your work will matter. We ensure a great experie ...

  • Eurofins Scientific

    Client/Customer Service Representative

    1 week ago

    Eurofins Scientific Lancaster, United States

    **Client/Customer Service Representative** · Lancaster, PA, USA · Full-time · **Company Description** · **Eurofins Scientific is an international life sciences company, providing a unique range of analytical testing services to clients across multiple industries, to make life ...