Senior member service representative vs service center representative

Differences between senior member service representative and service center 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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Service center representative example responsibilities.

• Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
• Ensure that all telephone calls and pages are promptly handle in the best interest of Dartmouth-Hitchcock internal and external patients.
• Maintain resident and guest confidentiality with strong understanding of HIPAA and privacy laws.
• Assist participants with the benefit enrollment process by explaining types of insurance policies and IRS regulate spending accounts.
• Instruct active and terminate participants with withdrawal options, process hardships and loans while also explaining IRS 1099R information.
• Assist participants with inquiries relating to administration of healthcare reimbursement plans (FSA, HRA/HSA, and VEBA).
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