Job Summary: 

• Receive a moderate volume of incoming employee support calls on a daily basis.
• Processed individual retirement accounts (IRAs), living trusts, power-of-attorneys, and deceased member paperwork and related transactions.
• Open, maintain, and perform quality assurance reviews on new accounts.
• Actively listen to and respond to member needs while having a courteous and helpful attitude.
• Educate and cross-sell members on the company’s product and service offerings that can help them meet and exceed financial needs.
• Maintain a portfolio of customers within an assigned territory
• Assess and correct customer account/billing issues. 
• Perform account reconciliations, identify billing inconsistencies, make adjustments to subscriptions, calculate and issue credit memos and address general customer inquiries
• Determine impacts of customer account changes on monthly recurring revenues and support transactional changes with adequate documentation
• Regular interaction with the Customer Success Management, Sales and Project teams to fully understand client issues and determine best method to process request

Skills on Resume: 

• Customer Support (Soft Skills)
• IRA and Legal Documentation Processing (Hard Skills)
• Quality Assurance Review (Hard Skills)
• Active Listening (Soft Skills)
• Cross-Selling (Soft Skills)
• Account Reconciliation (Hard Skills)
• Billing Issue Resolution (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Follows up on quotes, helps keep pipelines up to date
• Verifies contracts, creates spreadsheets, documents notes and/or discrepancies
• Gathers information for customers regarding licensing and use of Ignition
• Keeps accounts up to date
• Supports customer service inquiries
• Constructs quotes and generates invoices
• Schedules demos for potential customers, updates current customers on available demos
• Tracks customer interactions in proprietary software
• Promptly responds to customer contacts and inquiries
• Manage customer initiated changes and coordinate with project, sales and finance teams.

Skills on Resume: 

• Pipeline Management (Hard Skills)
• Contract Verification (Hard Skills)
• Documentation (Hard Skills)
• Customer Service (Soft Skills)
• Quote and Invoice Generation (Hard Skills)
• Scheduling (Soft Skills)
• CRM Software Usage (Hard Skills)
• Team Coordination (Soft Skills)

Job Summary: 

• Research, process, and balance exceptions related to automated ACH and Check posting jobs. Review and release Mobile Remote Deposited Checks (SnapDeposit).
• Respond to a variety of telephone and written inquiries, research issues, and provide information to internal and external parties.
• Review and research entries related to General Ledger(s) assigned to or posted by the department. 
• Ensure entries are cleared in a timely manner. 
• Research and clear outstanding entries.
• Communicate Credit Union policies, products and services to members, other financial institutions, and vendors 
• Handle routine processing of Journals, error resolution and other appropriate source documents as they relate to specific assignment.
• Distribute daily work to departments/branch operations, order office supplies for the department, and open, distribute, and process mail.
• Assist with cross-training programs and updates to standard operating procedures documentation.
• Provide back-up support to all positions within the department and complete special projects

Skills on Resume: 

• ACH and Check Processing (Hard Skills)
• Mobile Deposit Review (Hard Skills)
• Issue Resolution (Soft Skills)
• General Ledger Analysis (Hard Skills)
• Policy Communication (Soft Skills)
• Journal Processing (Hard Skills)
• Cross-Training Support (Soft Skills)
• Task Prioritization (Soft Skills)