Electronic Services Rep, 4th St NW, Bilingual Encouraged

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Full-time Regular Albuquerque, NM, US

Job Title:eServices Relationship Officer

Department:eServices

Reports To:eBranch Assistant Manager

FLSA Status:Non-Exempt

Grade:6

Summary

The eServices Relationship Officer is responsible for processing new accounts, member service requests, teller transactions and assist with loan questions through electronic delivery channels. Assists in creating an environment and culture to make members dreams come true.

Essential Duties and Responsibilities
include the following. Other duties may be assigned. This job description in no way implies that the duties listed here are the only ones that the employee can be required to perform. The employee is expected to perform other tasks, duties and trainings as dictated by their manager.

New Account Duties

• Open new accounts and perform new member onboarding process.
• Meet or exceed deposit goals.
• Perform initial quality reviews on new accounts.

Member Service Request Duties

• Complete butterflying account process.
• Perform and resolve routine account-related requests, inquiries, and issues.
• Create leads and cases for member products and services that are unable to be resolved.
• Completes end of day procedures.
• Answers payoff requests and Asset Verification.
• Net Teller corrections and unfreezing frozen Net Teller accounts.
• Manage and maintain member appointment schedules.
• Follows account comments, warnings, and notes.
• Respond to Text Concierge messages from the membership.
• Process ITM disputes, wires, POA requests and IRA’s.
• Complete opening and closing duties and end of day procedures
• Process and verify deposits for cash and checks, withdrawals, transfer and loan payments.
• Audits, restricts and unrestricts Net Teller frozen accounts.
• Completes eCTR procedures including adding a CTR transactor to accounts for non-members.
• Completes SAR’s when appropriate.
• Review and correct any account errors.
• Completes and verifies members/ non- members via Teams.

Loan Duties

• Answer routine loan-related requests and inquiries

Compliance and Fraud Prevention Duties

• Perform, prepare, and obtain all necessary verification and documentation for products and services.
• Completely and accurately obtain and input all CIP information for new accounts.
• Properly update all necessary CIP information in the core processor for all applicants, and applicable transactions.
• Accurately perform OFAC during transactions such as but not limited to: opening new accounts; adding individuals to an account or shares; producing cashier’s checks; initiating wires, etc.
• Accurately identify all members.
• Completely and accurately fill out CTRs and SAR for RGCU members or customers.
• Ensure that all accounts and transactions are reviewed for the appropriate red flags.

Member Service

• Perform, prepare, and obtain all necessary verification and documentation for products and services.
• Come to work every day with a member focused, passionate, and dedicated approach.
• Approach every member situation from a caring, helpful, and open minded approach.
• Proactively approach issues and offer creative solutions that will make doing business with RGCU easier.
• Assists in any other areas as directed by the AVP of Digital Services, eBranch Manager, eBranch Assistant Manager,