Member Services Representative Correspondence

Brief DescriptionJoin Our TeamFor over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles.SummaryThe Member Services Representative Correspondence is responsible for sorting and distributing mail. The Representative processes faxes, verifications of deposit, SSA/SSI and AVS research, Medicaid requests, and requests for account closures, transfers to internal accounts, and wires to external accounts.Education And/or ExperienceHigh School Diploma or GED requiredMinimum one year of general work experience requiredBanking experience preferredProficient in MS Word and Excel requiredStrong oral and written communication, multitasking, internet skills, and excellent telephone etiquette are requiredKnowledge of Teachers policies, practices and systems preferredCritical thinking and problem solvingA team player and good collaboratorProfessional with a strong work ethicJob ResponsibilitiesSorts incoming mail and separates based on deposits, loan payments, bill payment checks.Delivers checks to headquarters branch for processingProcesses member requested account closeouts received via, Salesforce, mail or faxMonitors SSA/SSI and AVS portals to verify member account balance informationProcesses information requests for Medicaid eligibilityRetrieves account information, verifies signatures, and prepares reports for micrographics and share draft researchGathers documents, copies, reviews, and processes before sending to external law firms, companies or membersGathers statements, copies of receipts, deposit and withdrawal information and processes Verification of DepositsResponds quickly and accurately to members, branch staff and other department staff Identifies issues requiring follow-up and contacts members to obtain informationEducates members by advising them of additional Teachers products and servicesUses Salesforce to process cases, create partner referrals, and logs information from member phone conversations *Performs other duties as needed upon request by immediate supervisorBenefits Of Joining The Teachers TeamWe provide a competitive compensation and benefits package that includes, but is not limited to:Paid time off for vacation, personal days, and holidaysFully-funded pension plan401(k) company contributionTeachers pays 100% of Dental & Vision premiumTuition reimbursement is offered to full-time employeesExclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $18.60 - $21.86 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.To learn more about Teachers and to view a full list of our job opportunities please visit here to view: California Privacy Notice

Created: 2025-01-09