Talent.com
Member Support Operations Representative (MSR 2)

Member Support Operations Representative (MSR 2)

HealthCare Associates Credit UnionLisle, IL, USA
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.filters_job_card.quick_apply
job_description.job_card.job_description

Be the Voice That Makes a Difference Join a Purpose-Driven Team at HealthCare Associates Credit Union

Are you someone who thrives on helping others, solving problems, and creating positive experiences? At HealthCare Associates Credit Union, we're not just another financial institution-we're a mission-driven team dedicated to helping our members "Bank Healthy" by providing exceptional service and personalized financial solutions.

Why You'll Love Working With Us :

  • Salary Range : $22.75-$27.30 / hr (Actual compensation will be determined using factors such as experience, skills & knowledge)
  • 35-hour work week
  • 4 weeks of paid time off
  • Federal holidays off
  • No working nights
  • Opportunity for quarterly incentives
  • Full benefits package
  • 401K (Employer Matching up to 4.5% of eligible pay PLUS Employer Contribution of 4% of eligible pay)

Details :

If you are committed to customer service and a desire to learn, we will train you (financial institution experience preferred, but not required).

We take care of you so you can take care of our members!

About the Organization :

We are a full-service, credit union serving members of various Health Care organizations.

About the Position :

A key component of this role is to identify the financial needs of each member and recommend an appropriate quality financial solution. In addition, this position will have the overall responsibility of providing the members with accurate, efficient, and courteous service focusing on the following : opening of new accounts; maintaining member records; responding to member needs; processing member transactions through the mail, by phone, online or in person; accurately balancing work. The processing of Zelle, Bio-Catch, fraud and report monitoring are also a major responsibility. This team is also responsible for providing back-up Contact Center support, both from a queue and documentation processing perspective, as well as, branch support during staff shortages.

Duties and Responsibilities :

Member & Staff Service

  • Provide exceptional service to both internal and external members in alignment with the credit union's standards.
  • Consistently meet or exceed established sales and service goals.
  • Demonstrate strong and up-to-date product knowledge.
  • Assist members effectively in person, by phone, email, and online.
  • Process New Accounts

  • Establish savings / membership accounts
  • Open checking accounts & order checks
  • Open money market accounts & order checks
  • Open subsequent savings, Christmas club, vacation club accounts and CDs
  • Open and understand fiduciary accounts (representative payee, custodial, trust and estate accounts)
  • The processing and follow-up of all online applications
  • The processing of Business Development applications+
  • Maintain Membership Records, Documentation and File Maintenance

  • Process name changes
  • Process address changes
  • Process all required account maintenance
  • Scan all applicable member documents daily
  • Utilize and record as required in Synapsys
  • Process and set-up auto share transfers, loan transfers and off cycle transfers per member request
  • Possess knowledge of Alkami and assist with online support
  • Possess knowledge of bill pay and assist with the set-up and usage
  • Prepare out clearing checks and forward to accounting daily
  • Respond to Member's Needs, Inquiries and Requests

  • Research account inquiries or discrepancies
  • Provide members with rates and account disclosure information
  • Suggest products and services to further benefit member financial needs
  • Order check copies, plastics, statement copies, and reorder checks, etc.
  • Complete verification of deposit forms and immigration letters
  • Process Members Mail in Transactions

  • Post deposits to various share accounts
  • Post loan payments
  • Process VISA payments
  • Send receipts for mailed in deposits
  • Send withdrawal checks or close accounts per member written request
  • Process Members Walk in Transactions

  • Post deposits to various share accounts
  • Post loan payments
  • Process VISA payments
  • Process cash and check withdrawal requests
  • Transfer funds between share account or from share to loan & VISA
  • Process wire transfer requests
  • Process stop payments
  • Process Charge-off and GL payments
  • Accurate Balancing

  • Examine checks for endorsements, negotiability, and determine if funds hold needs to be placed
  • Verify transaction slip is completed accurately. Assist in person member with completion if necessary. Complete transaction slip if it is a non-face to face, night drop or mail-in transaction.
  • Make sure all totals balance with computers teller balance records and recyclers if applicable
  • Zelle Processing, Review, Analysis and Support

  • Review, monitor and process all Zelle rule violations in Yellow Hammer and FCD
  • Review, monitor and process all accounts in PayCenter Portal
  • Review daily activity and reporting within CRM
  • Review and monitor Zelle reports
  • Bio-Catch Monitoring and Review

  • Process all daily Bio-Catch Alerts and code properly within Analysts Station
  • Review each alert within Alkami
  • Contact the member for transaction verification
  • Review Alkami reports
  • Review the Bio-catch Reports
  • Report Monitoring

  • Review all daily Fraud Prevention reports in Alkami
  • Review all daily Fraud Prevention reports in Bill Pay
  • Review daily Zelle reports
  • Review all daily External ACH Transfer report
  • Review the ACH External Transfer file for accounting daily
  • Fraud Processing, Review and Member Reimbursement

  • Review and work all fraud cases presented
  • Integrate the various required processes to complete the fraud workflows
  • Audits

  • Process all FIS audit requests
  • Process all ChexSystem audits
  • Assist internal auditors with document retrieval and presentation
  • Other

  • Adhere to other duties as assigned
  • Processing of incoming and outgoing mail for HACU's mail room in Lisle
  • Processing of HACU CD maturity notices
  • Processing of ODT letters and Opt In / Opt Out request
  • Knowledge, Skills and Abilities :

  • Ability to work cooperatively in a group setting
  • Basic math skills necessary for balancing
  • Working knowledge of computer systems (e.g., Word, Excel, PowerPoint, Windows 11, etc.)
  • Ability to communicate and convey thoughts and ideas clearly and concisely
  • Ability to multi-task and work in a fast-paced environment
  • Ability to listen attentively and work independently with minimal supervision
  • Qualifications :

  • High school diploma or equivalent
  • Prior financial institution experience helpful, but not required
  • Prior customer / member service experience helpful, but not required
  • HACU is an Equal Opportunity Employer

    This is an onsite position

    Job Posted by ApplicantPro

    serp_jobs.job_alerts.create_a_job

    Support Representative • Lisle, IL, USA

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Member Navigator

    Member Navigator

    Center for better agingChicago, IL, US
    serp_jobs.job_card.full_time +1
    The Center for Better Aging (CBA) is a healthcare collaborative funded through the Illinois Department of Healthcare and Family Services’ Healthcare Transformation Collaboratives (HTC) grant....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Project Support Specialist

    Project Support Specialist

    Adams, Inc.Morris, IL, US
    serp_jobs.job_card.full_time
    HVAC services along with solar and home backup power options!.We are seeking our next Project Support Specialist to join our team in Morris, IL!. As a Project Support Specialist, you will coordinate...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Operations Support Coordinator - Fitness Center - Days

    Operations Support Coordinator - Fitness Center - Days

    Endeavor HealthWoodridge, IL, United States
    serp_jobs.job_card.full_time +1
    The hourly pay rate offered is determined by a candidate's expertise and years of experience, among other factors.Position : Operations Support Coordinator. Location : Seven Bridges Fitness Center - W...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Advisory Board Member

    Advisory Board Member

    VirtualVocationsLincolnwood, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for an Advisory Board Member.Key Responsibilities Introduce the organization to potential customers and investor groups Advocate for the diabetes prevention program with hea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Community Support Specialist II

    Community Support Specialist II

    AUNT MARTHAS HEALTH AND WELLNESS INCPark Forest, IL, US
    serp_jobs.job_card.full_time
    Aunt Martha’s Health and Wellness boldly commits to supporting the well-being of our communities, ensuring equity in access, and delivering exceptional care inspired by a culture of innovatio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Restoration Operations Manager

    Restoration Operations Manager

    SERVPRO of St. Charles / Geneva / BataviaSaint Charles, IL, US
    serp_jobs.job_card.full_time
    Restoration Operations Manager.Restoration Operations Manager.Restoration Division to ensure customer satisfaction, revenue and profit growth, and staff development. You will continue to ensure our ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Operations Associate, 3rd shift (10 : 30 pm to 6 : 30 am, Sun-Thurs)

    Operations Associate, 3rd shift (10 : 30 pm to 6 : 30 am, Sun-Thurs)

    EntegrisAurora, IL, United States
    serp_jobs.job_card.full_time
    Operations Associate, 3rd shift (10 : 30 pm to 6 : 30 am, Sun-Thurs).Here at Entegris, we use advanced science to enable technologies that transform the world, and we are seeking employees who have the...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Sales Operations Support Manager

    Sales Operations Support Manager

    VirtualVocationsAurora, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for a Manager, Sales Operations Support.Key Responsibilities Lead and coach a team of Sales Operations Support Specialists to assist Account Executives with client-facing quo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Director of Operations Support

    Director of Operations Support

    VirtualVocationsAurora, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director of Division Operations Support.Key Responsibilities Lead cross-functional teams in designing and executing operational initiatives Collaborate with senior exe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    People Operations Associate

    People Operations Associate

    VirtualVocationsAurora, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for an Associate, People & Culture (entry).Key Responsibilities Support the end-to-end employee lifecycle, including onboarding and transitions Plan and execute company-wide...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Operations Support Specialist

    Operations Support Specialist

    VirtualVocationsAurora, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for an Operations Support Specialist for a fully remote consulting position.Key Responsibilities Reviewing and scanning documents into the CRM system Organizing the document...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Community Support Specialist I

    Community Support Specialist I

    AUNT MARTHAS HEALTH AND WELLNESS INCTinley Park, IL, US
    serp_jobs.job_card.full_time
    Aunt Martha’s Health and Wellness boldly commits to supporting the well-being of our communities, ensuring equity in access, and delivering exceptional care inspired by a culture of innovatio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Member Engagement Assistant

    Member Engagement Assistant

    American Academy of Physical Medicine and Rehabilitation (AAPM&R)Des Plaines, IL, US
    serp_jobs.job_card.full_time
    Location : Rosemont, IL (Hybrid).Due to growth, AAPM&R, is recruiting for a.If you have great organizational skills, like to. Bring your ideas, project management skills and assist in our continu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Behavioral Health Contractor Child Support Specialist

    Behavioral Health Contractor Child Support Specialist

    Children's Advocate LLCCrete, IL, US
    serp_jobs.job_card.part_time
    Behavioral Health Contractor Child Support Specialist (Flexible Hours, High Impact).Childrens Advocate is a trusted behavioral health clinic helping children with social, emotional, and development...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Provider Operations Specialist

    Provider Operations Specialist

    VirtualVocationsAurora, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for a Provider Operations Specialist to support the provider operations management team and enhance patient experience through effective provider partnerships.Key Responsibilit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    ETF Operations Associate

    ETF Operations Associate

    VirtualVocationsAurora, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for an ETF Strategic Relationships Associate.Key Responsibilities Serve as the primary Capital Markets contact for clients and partners regarding ETF operations and trading ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    ICQA Regional Support Specialist

    ICQA Regional Support Specialist

    ShipBob, Inc.North Aurora, IL, US
    serp_jobs.job_card.full_time
    As a member of the ShipBob Team, you will.Grow with an Ownership Mindset.We champion continuous learning and proactive innovation. Team members are encouraged to identify challenges and take ownersh...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Manager of Member Engagement

    Manager of Member Engagement

    VirtualVocationsLincolnwood, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for a Manager, Member Activation.Key Responsibilities Drive member engagement and education to enhance participation in clinical models Collaborate with clinical and operati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30