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Account Services Representative

Company: American Heritage Credit Union
Location: Philadelphia
Posted on: May 5, 2021

Job Description:

American Heritage Credit Union, a $3+ 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.Conduct quality control audits for all business account applications for errors and notify applicable parties accordingly of items that require correction.Process all mailed in and online membership application requests.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 online.Review and complete all reports for account accuracy and proper documentation on a daily basis (change of address report, dormant account report, etc.)Review and enter account owners CIP (Customer Identification Program) data into YellowHammer BSA.Prepare, scan, and process negotiable items received through Interactive Teller.Answer phone calls, emails and HelpDesk tickets from employees and/or members.REQUIREMENTS:
At least one to two years of experience in a credit union or other financial institution. Work requires knowledge of IRA's, BSA, fraud, loss prevention, decedent accounts and additional software for Xpress Accounts, Interactive Teller, etc.Intermediate mathematical skills required (calculations involving decimals, percentages, fractions, etc.).Must be available to work rotating evening and Saturday hours.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.

Keywords: American Heritage Credit Union, Philadelphia , Account Services Representative, Sales , Philadelphia, Pennsylvania

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