Senior member service representative vs senior customer service specialist

Differences between senior member service representative and senior customer 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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Senior customer service specialist example responsibilities.

• Interact extensively with customers to achieve timely issue resolution while maintaining high standards for dock organization and cleanliness.
• Compile, analyze and interpret important loan documents to troubleshoot and correct mortgage loan problems.
• Communicate with center leadership and corporate customers any observe performance gaps; tracking and analyzing compliance to call center service standards.
• Authore and review client PowerPoint content for aesthetics and TurningPoint compatibility.
• Perform quality control on reports and PowerPoint presentations to ensure uniform style, eliminate errors, and enhance reader-friendly appearance.
• Communicate with center leadership and corporate customers any observe performance gaps; tracking and analyzing compliance to call center service standards.