Customer/Recipient Services Representative (Banking/Credit Union)

TL;DR

Customer/Recipient Services Representative (Banking/Credit Union): Provide exceptional customer service and recipient support in banking or credit union operations, handling inquiries, processing transactions, and resolving issues. Focus on maintaining compliance, accuracy in data handling, and collaborating with internal teams for smooth service delivery.

Location: On-site, Rockville, MD

Salary: $24 - $28 an hour

Company

hirify.global provides client opportunities in call center and customer service openings.

What you will do

• Serve as primary point of contact for customers and recipients via phone, email, or in-person, addressing inquiries.
• Process and verify customer information, account details, and payment transactions accurately and confidentially.
• Assist recipients with account details, payment timelines, and service policies.
• Investigate and resolve account discrepancies, payment issues, or service concerns timely.
• Maintain records and documentation in compliance with standards and regulations.
• Support operations including data entry, account updates, transaction monitoring, and cross-department collaboration.
• Promote customer-first culture and identify process improvements.

Requirements

• Strong background in banking or credit union operations.
• Experience providing exceptional customer service.
• Ability to handle phone, email, and in-person interactions.
• Knowledge of compliance and regulatory requirements.
• Skills in data entry, transaction processing, and issue resolution.