Digital Services Representative

Position Title Digital Services Representative

Reports To Digital Services Manager

Basic Function Effectively corresponds with members or potential members, by email and other back office online means, answering questions on a variety of topics. Performs Skip-A-Pay duties for Digital Services. Runs eStatements report. Disables accounts that are closed, vertifi alerted, or deceased as emails/IM’s come through.

Responsibilities

• Maintains a basic knowledge of Credit Union services, products, procedures, policies, operations, and practices to answer questions, and provide information to members.
• Reviews skip a pay applications and email members the response.
• Processing eStatements submissions for members.
• Must stay up to date with Q2 updates and services, including assisting with member questions on the Virtual Branch Teams page.
• Serves as a back-up on MeridianLink Account opening for Digital Services along with processing own debit cards, 30 day accounts, and closing not funded accounts.
• Assists members with online banking questions that filter through Q2, such as direct deposits, IRAs, CDs, check orders, address changes, automatic transfers, and online banking needs.
• Books Virtual Branch Loans
• Assists with teams messages from employees as needed.
• Adheres to all Red River Employees Federal Credit Union policies and procedures.
• Performs other related duties as assigned.

Qualifications

• Two years or more of financial institution / credit union experience or working in a customer service-related position.
• High school diploma or the equivalent. College degree is preferred.
• Competent computer skills and use of standard office equipment.
• Professional and articulate written communication skills.
• Ability to explain RRCU services in an understandable manner.
• Ability to meet, speak, and deal effectively with people, being professional always.
• Must be organized.
• Must maintain a neat and professional appearance.
• While the following list is not exhaustive and may be supplemented, identified physical requirements include ability to operate normal office equipment and some transporting, not to exceed 25 pounds.
• Ability to follow the core values of Team-Focused, Excellence, Authenticity, and Leading in Innovation.