Member Services Correspondence & Verifications Specialist

Teachers Federal Credit Union; Hauppauge (NY); On-site; USD 26,000 - 30,000; Full time

Benefits offered by this job

Bonus program

Paid time off

401(k) company contribution

Dental & Vision premium

Tuition reimbursement

Loan discounts

Job summary

Teachers Federal Credit Union is seeking a Member Services Representative Correspondence to sort mail, verify deposits, and handle account requests. The role uses Salesforce daily and requires strong communication skills and basic Microsoft Office proficiency.

Responsibilities include processing withdrawals, Medicaid requests, and account closures, while maintaining high accuracy and member service standards.

Qualifications

• 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.

Responsibilities

• Sorts incoming interoffice mail and separates based on deposits, loan payments, bill payment checks.
• Delivers checks to headquarters branch for processing.
• Processes member requested account closeouts received via, Salesforce, mail or fax.
• Monitors SSA/SSI and AVS portals to verify member account balance information.
• Processes information requests for Medicaid eligibility.
• Retrieves account information, verifies signatures, and prepares reports for micrographics and share draft research.
• Gathers documents, copies, reviews, and processes before sending to external law firms, companies or members.
• Gathers statements, copies of receipts, deposit and withdrawal information and processes Verification of Deposits.
• Responds quickly and accurately to members, branch staff and other department staff.
• Identifies issues requiring follow-up and contacts members to obtain information.
• Educates members by advising them of additional Teachers products and services.
• 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.

Skills

MS Word

Excel

Communication skills

Multitasking

Telephone etiquette

Education

High School Diploma or GED

Banking experience preferred

Tools

Salesforce

Job description

Teachers Federal Credit Union is seeking a Member Services Representative Correspondence to sort mail, verify deposits, and handle account requests. The role uses Salesforce daily and requires strong communication skills and basic Microsoft Office proficiency.

Responsibilities include processing withdrawals, Medicaid requests, and account closures, while maintaining high accuracy and member service standards.