Member Services & ITM Transactions Specialist

MAX Credit Union; Montgomery East (AL); On-site; USD 19,000 - 25,000; Full time

Job summary

MAX Credit Union is seeking a Customer Service/Member Support role focused on live video interactions to process transactions, educate on ITMs, and maintain accurate records. The position emphasizes security, confidentiality, and professional service delivery to members in a fast-paced environment.

Responsibilities include processing deposits/withdrawals, reviewing checks, mobile deposits, and collaborating with other departments to resolve issues. Training will be provided.

Responsibilities

• Engages with members through live video to complete transactions including deposits, withdrawals, transfers, and payments.
• Guides members through ITM features and educates them on self-service options.
• Reviews checks for accuracy and legitimacy and releases or extends holds as needed within established limits.
• Processes mobile deposits and basic adjustments following set procedures.
• Supports balancing and verification of ATM/ITM transactions under supervision.
• Creates and updates Salesforce cases for follow-up, reversals, and adjustments.
• Communicates effectively with other departments to resolve member issues and ensure accuracy in records.
• Protects member information by adhering to all security, compliance, and confidentiality procedures.
• Maintains a member-first mindset, demonstrating professionalism and consistency in service delivery.
• Completes all training as required.
• Performs other duties as assigned.

Job description

MAX Credit Union is seeking a Customer Service/Member Support role focused on live video interactions to process transactions, educate on ITMs, and maintain accurate records. The position emphasizes security, confidentiality, and professional service delivery to members in a fast-paced environment.

Responsibilities include processing deposits/withdrawals, reviewing checks, mobile deposits, and collaborating with other departments to resolve issues. Training will be provided.