Senior member service representative vs associate, member services

Differences between senior member service representative and associate, member services duties and responsibilities

Senior member service representative example responsibilities.

• Train and manage other MSR's and achieve significant improvements in their productivity
• Manage IRA account openings, transactions while making sure tax reporting is handled correctly and require minimum distributions are fulfill.
• Identify cross-sell opportunities; actively and aggressively promote products to achieve credit union target production expectations.
• Process ACH transactions, loan applications, credit card payments, and conduct wire transfers.
• Post undistribute payroll, ACH, ATM, share draft exceptions, and setup ACH distributions.
• Function as a certify notary public.
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Associate, member services example responsibilities.

• Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
• Greet members, check-in members, provide tours, sanitize equipment, POS processing, and customer service
• Identify appeals and/or complaints from members, resolving them in accordance with CMS regulations.
• Build strong client relationships and profiling customers to determine or uncover their financial needs.
• Fix data issues, card processing, customer service, ATM account balancing, and share branching account balancing.
• Prepare documentation to submit to CMS contractors to determine if member can be reinstate after terminating contract with plan.
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