Customer/ Recipient Services Representative (Banking/Credit Union)

Job description

**Overview:** We are seeking a **Customer/Recipient Services Representative** with a strong background in **banking or credit union operations** to join our team. The ideal candidate will provide exceptional customer service and recipient support, ensuring a smooth and efficient experience for clients while maintaining compliance with all internal and external regulations. ### 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.