Customer/ Recipient Services Representative (Banking/Credit Union)

Responsibilities:

• Serve as the primary point of contact for customers and recipients, addressing inquiries via phone, email, or in-person interactions.
• Process and verify customer information, account details, and payment transactions with accuracy and confidentiality.
• Assist recipients in understanding account details, payment timelines, and service-related policies.
• Investigate and resolve account discrepancies, payment issues, or service concerns in a timely and professional manner.
• Maintain accurate records and documentation in compliance with company standards and regulatory requirements.
• Support daily operational functions, including data entry, account updates, and transaction monitoring.
• Collaborate with internal departments (Finance, Compliance, and Operations) to ensure smooth service delivery.
• Promote a customer-first culture by delivering responsive, empathetic, and solution-oriented service.
• Identify opportunities for process improvements and assist in implementing enhanced service procedures.