Personal Experience Rep I at WRIGHTPATT CREDIT UNION

Beavercreek, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Aug, 26

Salary

28.37

Posted On

12 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Cash Handling, Problem Solving, Analytical Skills, Communication Skills, Interpersonal Skills, Microsoft Office, Video Banking, Multi-tasking, Keyboarding Skills, Fraud Prevention, Account Maintenance

Industry

Financial Services

Description

Personal Experience Representatives I (PERs) deliver extraordinary service in a unique virtual teller environment while accurately and efficiently processing a variety of cash and inquiry transactions for member-owners while adhering to applicable policies and procedures. PERs display the ability to solve a wide range of problems in a fast-paced member-focused environment and proactively suggest appropriate products and services to help member-owners better manage their financial needs. 1) Provide extraordinary service by being knowledgeable, engaging with members, making members feel valued and consistently apply defined service standards. Understand and answer members’ questions and concerns by actively listening and offering guidance. Process a variety of transactions via a virtual environment for member-owners accurately and efficiently; including, but not limited to: deposits and withdrawals, identifying and responding to account inquires and questions, processing payments (including creation or modification of ACH and EFT transfers), handling card service inquires and requests, reviewing check holds and releasing holds within defined parameters, account maintenance, etc. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (40%) 2) Follow applicable security, member identification, and fraud prevention policies, procedures and practices. Assure member verification is handled according to WPCU policies for all transactions. (30%) 3) Demonstrate a strong ability to identify, analyze and solve problems with varying degrees of complexity. Identify and make appropriate referrals for member-owners that will result in members saving better, borrowing smarter and learning a lot. Look for ways to enhance members’ relationships by building trust and confidence. (20%) 4) Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, supporting Member Help Center, as requested, etc. (10%)

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Responsibilities

Deliver high-quality service in a virtual teller environment by processing cash and inquiry transactions accurately. Proactively suggest financial products and services to members while adhering to security and fraud prevention policies.