Senior member service representative vs member service specialist

Differences between senior member service representative and member service specialist 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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Member service specialist example responsibilities.

• Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
• Provide customer service to Spanish-speaking Medicaid and Medicare recipients.
• Follow policies and procedures regarding HIPAA violation protocol, regulatory requirements and accreditation standards to all activities.
• Follow the privacy policy and HIPAA laws and regulations concerning confidentiality and security of protect health information.
• Examine injure persons and administer first aid or cardiopulmonary resuscitation, if necessary, using training and medical supplies and equipment.
• Educate members on HMO or PPO plans during enrollment.
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