Assists members with accounts transactions, answers questions about accounts/products/services, responds to member concerns, provides home banking/mobile banking/bill-pay support, and assists with problem resolution. As necessary, refers issues to the manager for resolution.

Responsible for monitoring member service voice, chat and e-mail accounts and responding/forwarding as appropriate.

Verifies member identity/account access; closes accounts; accepts loan applications; processes stop payments on share draft accounts, orders debit/credit/ATM cards; answers questions regarding share accounts, share drafts; fees; plastics; IRA’s etc. Cross-sells credit union products and services.

Processes accounts opened through the Online Account Opening channel. Follows up with members regarding opening of the account and collects additional information necessary.

Completes new member follow up to ensure members are familiar with OHecu products and services. Cross-sells credit union products and services when appropriate.

Monitors the Negative Share Report and transfers funds from member’s available funds when possible

Resolves home banking issues, contacts the home banking service provider as necessary.

Forwards loan applications, and/or other requested information to members and prospective members.

Researches member inquiries and ensures proper follow-up/member satisfaction.

Ensures confidentiality of all credit union member/employee related information.

Supports branch and OHecu goals for growth and member service. Assists in educating and enhancing the financial well-being of the members.

Demonstrates the communication skills, techniques, and behaviors that promote member satisfaction.

Performs a variety of miscellaneous duties as assigned by branch management.