Digital Services Representative

Position Title: 

Digital Services Representative 

Reports To: 

Digital Services Manager

Basic Function: 

Effectively corresponds with members or potential members, by email and other back office online means, answering questions on a variety of topics. Performs Skip-A-Pay duties for Digital Services. Runs eStatements report. Disables accounts that are closed, vertifi alerted, or deceased as emails/IM’s come through.  

Responsibilities:

• Maintains a basic knowledge of Credit Union services, products, procedures, policies, operations, and practices to answer questions, and provide information to members.
• Reviews skip a pay applications and email members the response.
• Processing eStatements submissions for members. 
• Must stay up to date with Q2 updates and services, including assisting with member questions on the Virtual Branch Teams page.
• Serves as a back-up on MeridianLink Account opening for Digital Services along with processing own debit cards, 30 day accounts, and closing not funded accounts.
• Assists members with online banking questions that filter through Q2, such as direct deposits, IRAs, CDs, check orders, address changes, automatic transfers, and online banking needs.  
• Books Virtual Branch Loans
• Assists with teams messages from employees as needed.
• Adheres to all Red River Employees Federal Credit Union policies and procedures.
• Performs other related duties as assigned.  

Qualifications:

• Two years or more of financial institution / credit union experience or working in a customer service-related position.
• High school diploma or the equivalent. College degree is preferred.
• Competent computer skills and use of standard office equipment.
• Professional and articulate written communication skills. 
• Ability to explain RRCU services in an understandable manner. 
• Ability to meet, speak, and deal effectively with people, being professional always.
• Must be organized. 
• Must maintain a neat and professional appearance.   
• While the following list is not exhaustive and may be supplemented, identified physical requirements include ability to operate normal office equipment and some transporting, not to exceed 25 pounds.
• Ability to follow the core values of Team-Focused, Excellence, Authenticity, and Leading in Innovation.