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Alliance Credit Union is seeking a member-focused associate to serve callers and walk-in members with professional guidance across the credit union’s product range. You will handle inquiries, assist with online banking, card services, and transactions, and support fraud investigations while ensuring accurate documentation and high service standards for every member interaction.
Responsibilities include opening online accounts, processing card orders, travel notices, and supporting I-Pay
Serve the members and staff of Alliance Credit Union with professional and courteous service. Serve as the liaison between the member and the credit union. Provide information on a full range of credit union products and services. Assist members and potential members with their telephone requests, explain services, respond to problems, ITM transactions, respond to Podium inquires and direct phone calls to the appropriate area. Consult and professionally handle member’s daily needs.
Open online accounts for current or potential members. Be well versed with card services. Process card orders, blocks, travel notices and daily card reports. Assess early detection of fraud, perform investigations, and complete documentation related to card disputes/chargebacks. Perform and process daily inquiries and reporting for I-Pay Solutions. Process account funding or assist member(s) with payments utilizing Online Payment Portals. Provide account maintenance with IRA’s, share certificates, money markets, and share draft accounts. Provide moderate loan information and assist members with loan requests. Assist with testing new company product rollouts.
Assist with transactional services for members at the ITM and teller line with inquiries such as: deposits, withdrawals, money orders, wire requests, stop payment requests, bank checks and other requested services.