Senior member service representative vs phone representative

Differences between senior member service representative and phone 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.
Show more

Phone representative example responsibilities.

• Conduct telephone sales and interviews, compile and enter information into database, manage documents and insure customer satisfaction.
• Provide status of medical claims and explain EOB's.
• Research and resolve incorrect payments, EOB rejections and other issues with accounts.
• Answer inbound provider calls to help with billing Medicaid claims and benefits and eligibility issues.
• Update alumni on current happenings in university life and act as a liaison between past and current students.
• Contact hundreds of alumni and their families by telephone and raise thousands of dollars to improve school facilities and maintain school grounds
Show more