Senior member service representative vs customer service representative

Differences between senior member service representative and customer service 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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Customer service representative example responsibilities.

• Manage and plan escalations; assure HIPPA guidelines are followed for confidentially and privacy.
• Maintain cleanliness and safety and assist patients as necessary.
• Operate POS system and maintain exceptional and consistent customer service.
• Exercise proofreading and basic math skills to maintain quality control over documents process
• Work in customer service department entering information into customer relationship management (CRM).
• Develop highly empathetic client relationships and earn reputation for exceeding good customer service rep goals.
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