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Account Services Representative provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be an Account Services Representative typically requires 1-3 years of related experience.
Account Services Representative, Sr. provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative, Sr. resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative, Sr. identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be an Account Services Representative, Sr. typically requires 3-5 years of related experience.
Member Services Representative addresses member inquiries, questions and concerns in all areas including enrollment, claims, benefit interpretation, and referrals/authorizations for medical care. Responsible for receiving, responding to, and directing member phone calls, or written questions. Being a Member Services Representative provides available information upon request and researches or escalates issues as appropriate. Maintains confidentiality per HIPAA guidelines. Additionally, Member Services Representative requires a high school diploma or equivalent. Typically reports to a supervisor or manager. The Member Services Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Member Services Representative typically requires 1-3 years of related experience.
The Bankcard Services Representative processes credit and debit card applications, ensuring accurate and complete submissions and compliance with regulatory requirements. Provides customer service for an organization's credit and debit card programs. Being a Bankcard Services Representative researches and documents fraudulent transactions and issues replacement cards and credentials for lost or stolen cards. Responds to customer inquiries regarding statements, billing disputes, and application status. In addition, Bankcard Services Representative maintains awareness of card services and products and provides resources to educate and acquaint customers. Requires a high school diploma. Typically reports to a supervisor. Being a Bankcard Services Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Working as a Bankcard Services Representative typically requires 1-3 years of related experience.