PT Member Services Representative Membership

Job Responsibilities

• Processes incoming email, postal mail, fax, Docusign, and Salesforce requests on a daily basis.
• Sets up new accounts and makes changes to accounts (e.g., adding/removing joint members and beneficiaries, name changes).
• Supports Teachers branches, Contact Center, and other departments.
• Reviews and updates accounts for W-8BEN forms and Power-of-Attorney forms.
• Establishes accounts (e.g., checking, savings, holiday and vacation clubs, etc.) using Avoka/Docusign/DNA Wizard.
• Responds quickly, accurately, and courteously to members, branch/other departments.
• Identifies issues requiring follow up, contacts members to obtain information, and mails forms and other documentation.
• Places restrictions on accounts, updates mail codes, and sends correspondence to members requesting address change per policy and procedure.
• Logs member requests into Salesforce and maintains cases referred to the Membership Department.
• Uses Salesforce to process cases, create partner referrals, and logs information from member phone conversations.
• Performs other duties as needed upon request by immediate supervisor.

Requirements

• High School Diploma or GED required.
• Minimum one year of general work experience required.
• Banking experience preferred.
• Proficient in MS Word and Excel required.
• Strong oral and written communication, multitasking, internet skills, and excellent telephone etiquette are required.
• Knowledge of Teachers policies, practices and systems preferred.
• Critical thinking and problem solving.
• A team player and good collaborator.
• A professional with a strong work ethic.
• Good oral and written communication skills.

Qualifications

• Education: High School Diploma or GED.
• Experience: Minimum one year of general work experience.
• Skills: Proficient in MS Word and Excel; strong oral and written communication, multitasking, internet skills, and excellent telephone etiquette; critical thinking and problem solving; teamwork and collaboration; professionalism; good communication skills.

Skills

• Microsoft Office Suite (Word, Excel)
• Customer service skills
• Problem-solving abilities
• Teamwork and collaboration
• Excellent communication skills

Benefits

• Competitive compensation and benefits package including an annual discretionary bonus program, paid time off, and a 401(k) company contribution.
• Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers.
• Tuition reimbursement for full-time employees.

Pay

This position is eligible for an annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives. Paid time off for vacation, personal days, and holidays. A 401(k) company contribution is provided. The good faith range for this position is $19.00 - $22.00 per hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

Schedule

Not specified.

Benefits

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