Senior member service representative vs customer service representative manager

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

• Manage office personnel ensuring the company payroll, invoicing, book keeping, mailing and manufacturing scheduling are successfully accomplish.
• Manage AP and ordered/maintain office supplies.
• Manage team of 12-16 CSRs via weekly 1-on-1 coaching, ensuring strong performance and compliance with company policies.
• Prepare and manage the budget, maximize profitability, and balance the vault and ATM operations including reconciliation.
• Provide extensive training in driving business and coaching CSRs to execute a market calendar and achieve personal sales goals.
• Interact extensively with customers to achieve timely issue resolution while maintaining high standards for dock organization and cleanliness.
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