E-Branch Fulfillment Representative

General Job Description
The E-Branch Fulfillment Representative position is responsible for providing clerical and administrative support to the E-Branch and credit union members.
Essential Job Duties

• Provide prompt, professional, accurate service and support to all members and associates while abiding to member centric model for service standards established by the credit union;
• Process wire transfers received via email & fax which includes contacting member via phone to authenticate prior to processing wire request. Enter wire into Symitar system for processing. Follow-up with member as needed; i.e. providing member with tracking number
• Assist with all email, chat and Hubspot correspondence with member requests and feedback.
• Retrieve fax requests and process or forward to appropriate team members or department.
• Perform outbound calls to members to confirm completion of requests or receive additional information.
• Process member requests utilizing Symitar such as stop payments, debit card requests, account closures, check by mail, and removing dormancy.
• Process/ post transaction fees to Symitar per LSI tickets and charge transfer transaction fees as needed.
• Print & mail loan coupons - as needed. (minimum once per week)
• Research, print and send check copies and/or monthly statements to members.
• Review check order requests and follow up with member if further verification is needed.
• Review check hold releases for faxed/emailed requests.
• Fax payoffs to dealers/ other Financial Institutions.
• Assist members and branches with but not limited to Bill Pay and all online/mobile banking requests.
• Forward release of lien and title requests to the title department for processing.
• Open all account types available online
• Assist with call volume as needed
• Participates in community relation activities and groups to represent the Credit Union.
• Performs other related duties as required and assigned.
• Foster and maintain positive relationships with both co-workers and members by actively embracing and demonstrating MCCU's culture, known as IMPACT

Experience/Education Requirements

• High School Diploma or GED required.
• Previous customer service banking experience preferred

Skills/Abilities

• Provides best of class, Member Centric service
• Good oral and written communication skills
• Bilingual (English/Spanish) preferred.
• Fast learner and ability to multi-task in a fast-paced environment
• Ability to meet deadlines and work independently
• Proficient computer skills including Microsoft Word, Microsoft Excel and Outlook Email.
• Professional office appearance
• Provides friendly, prompt, professional and accurate service and support to all members and associates

Physical/Mental Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of the job, the employee is regularly required to stand, sit, use hands, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear.
• The vision requirements include close vision and ability to adjust focus.
• Nature of position requires physical mobility and ability to lift a minimum of 20 pounds.
• The mental demands include detailed work, reasoning, math, language, written and verbal communications, multiple concurrent tasks.