Account Services Representative

American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records.

RESPONSIBILITIES :

• Conduct quality control audits for all new membership applications and / or updates for errors and notify applicable parties accordingly of items that require correction.
• Assist with cross-training Account Services staff and branch staff during departmental training.
• Process all Business Development membership application requests.
• Process all Fulfillment requests received through fax or email.
• Virtually assist members / co-workers with questions regarding all products and services within the credit union including, but not limited to : CD's, New Accounts, Account Modifications, Declaration of Loss, and Money Order stop payments.
• Perform follow up correspondence to obtain missing application information via phone, mail, or email to applicants that applied for membership either through the mail or on‑line.
• Prepare and mail Welcome Packets when member doesn't receive the packet in the mail.
• Complete SSA and Medicaid account verifications by the required due date and in accordance with department procedures.
• Review and enter account owners CIP (Customer Identification Program) data into Verafin.
• Prepare, scan, and process negotiable items received through Image Center.
• Answer phone calls, emails and HelpDesk tickets from employees and / or members.

REQUIREMENTS :

Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.