Customer/ Recipient Services Representative (Banking/Credit Union)

United States·RockvilleFull Timemid

OtherCustomer/ Recipient Services Representative

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Quick Summary

Overview

Overview: We are seeking a Customer/Recipient Services Representative with a strong background in banking or credit union operations to join our team.

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OtherCustomer/ Recipient Services Representative

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.

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.

Location & Eligibility

Where is the job

Rockville, United States

On-site at the office

Who can apply

Listed under

United States

About this job

Pay per year: ≈ $49,920–$58,240 a year; 20% below the $67,500 median for Other jobs on Jobera (118,189 salaries).
Who can apply: United States
Posted: 372 days ago
Employer: has 314 open jobs on Jobera.