Senior member service representative vs client representative

Differences between senior member service representative and client representative 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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Client representative example responsibilities.

• Experience in managing pipeline, progressing opportunity through sales stages & using CRM tools to reflect pipeline accurately.
• Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
• Utilize research tools and CRM package to sustain consistent pipeline of prospective clients.
• Present program via Microsoft PowerPoint to potential clients and attend conventions for prospective clients.
• Complete daily teller routine such as night drop, servicing the ATM and transactions.
• Train, troubleshoot, and interact with clients using financial software in trust departments.
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