JobMesh

Digital Service Representative

Consumers Credit Union · Kalamazoo, Michigan, US

Digital Service Representative (DSR) Digital Service Representatives accurately and efficiently processes a variety of cash and check inquiry transactions fo...

Job description

Digital Service Representative (DSR) Digital Service Representatives accurately and efficiently processes a variety of cash and check inquiry transactions for members through video sessions as part of our cutting edge technology on our TellerPlus+ team. What you'll be doing: - Accurately process transactions of all types such as deposits, withdrawals, loan payments, money orders, credit card and line of credit advances through a digital channel or video sessions. - Recognize and act upon referral opportunities to achieve personal sales goals via video sessions for the best financial position of the member. - Provide excellent digital member service. - Assist members with additional service needs including opening accounts, setting-up auto transfers, online banking services, and more. - Sustain teller balancing standards and accuracy. - Demonstrate knowledge of all Credit Unions’ products and services. - Upholds member confidentiality, following security and fraud prevention policies and procedures. - Compliance with the Bank Secrecy Act, OFAC and USA Patriot Act including accurate completion of CTRs and reporting of suspicious activities to the BSA Compliance Department. What you'l...