Member Services Specialist — New Accounts & Support

Teachers Federal Credit Union; Hauppauge (NY); Vor Ort; USD 26.000 - 30.000; Vollzeit

Benefits dieser Stelle

Annual discretionary bonus

Paid time off

401(k) company contribution

Dental & Vision premium coverage

Tuition reimbursement

Exclusive employee discount

Zusammenfassung

Teachers Federal Credit Union in Hauppauge, NY, is hiring a Member Services Representative to establish new accounts and manage changes for members. You will support branches, Contact Center, and other departments while handling requests via email, mail, and Salesforce.

The role requires a High School Diploma or GED, one year of general work experience, and proficiency with MS Word/Excel. Banking experience is preferred, with strong communication and teamwork emphasized.

Qualifikationen

• 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.
• Professional with a strong work ethic.
• Good oral and written communication skills.

Aufgaben

• Processes incoming email, postal mail, fax, Docusign, and Salesforce requests on a daily basis.
• Responds to requests for change‑of‑address, add/remove joint member, beneficiaries, name changes due to marriage, divorce or legal name changes.
• 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.
• Processes DocuSign forms for member requested data changes following process and procedure.
• Educates members by advising them of additional Teachers products and services.
• Placing 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.

Kenntnisse

Banking experience

MS Word & Excel

Communication skills

Team player

Strong work ethic

Ausbildung

High School Diploma or GED

Tools

Salesforce

DocuSign

DNA Wizard

Jobbeschreibung

Teachers Federal Credit Union in Hauppauge, NY, is hiring a Member Services Representative to establish new accounts and manage changes for members. You will support branches, Contact Center, and other departments while handling requests via email, mail, and Salesforce.

The role requires a High School Diploma or GED, one year of general work experience, and proficiency with MS Word/Excel. Banking experience is preferred, with strong communication and teamwork emphasized.