Remote Account Services Representative

Account Services Representative

Training schedule: 8:00am-4:30pm (Mon-Friday)

Normal schedule after training: 12pm FLEX schedule (candidates can be

scheduled between 10am-2pm for your start time and your shift will ended

between 6:30pm-11:30pm (Must be available to work either every Saturday OR

every Sunday)

• 100% REMOTE

• All team members are required to reside within a 60-mile radius of the local Training Hub

• Cannot use satellite, hot spots, wireless point to point, extenders, Wi‑Fi, or pay-per-data services. The equipment will not function consistently or with sufficient quality on these services/methods.

• Minimum of 50 mbps download speed and 25 mbps upload speed

• Ethernet connection is required

• Ability to setup and install workstation equipment within 8-12 feet of modem/router. Workstation must be plugged directly into router with the cables provided by the company. Two ports are needed for one workstation setup.

• Do not attempt to use a longer cable --- equipment will not work satisfactorily. Internet service providers will install additional hard‑wired connections in desired locations upon request; any associated expense is not provided or reimbursed by the client.

• Your desk must have adequate space for two monitors, a phone, keyboard, and mouse.

• Workspace must be free of distractions. (family members, children, barking dogs, TV etc.)

• Previously established/installed high‑speed internet connection (non‑satellite) which is not public or shared; client will not provide it or reimburse for it.

• Account Services training is virtual with some classes requiring 5 days onsite at a local facility.

• Cameras must be on and trainees must remain in view during class.

• Training can be challenging. Come to class each day ready to pay attention, learn and participate.

• The training will be 32 business days, 23 business days of trainer lecture and OJT plus 9 working days of Field Exercises (Phone time). Classes are scheduled Monday Friday.

• The days and times of your skill training and your permanent schedule are going to be different. If hired, specific details will be discussed with your recruiter.

• Reliable and dependable attendance is imperative during training.

• Time off during training is considered unapproved leave.

• Immediately after completion of training, trainees will go through 10 business days of Nesting.

• During Nesting, you will be taking calls, have one hour debriefs and receive extra procedural guidance.

• Contractors will work the training schedule during Nesting.

• After Nesting, contractors will work their assigned HOA and DOA.

• The current regular shifts available after training would be a Mon‑Sat Flex schedule with a start times between 11:00am-1:00pm EST (Candidates must be open to working the weekend (Saturdays OR Sundays)

  Description:

• Ensure account and member security by identifying red flags and safeguarding member assets and account information.

• Provide account information and perform basic account transactions.

• Route members to the appropriate departments.

• Provide account balances and review transactions on member and business accounts.

• Transfer funds on member and business accounts, to other members or financial institutions.

• Open new accounts and educate members or potential members on products and services that best meet their needs.

• Enroll members in online and mobile banking and provide features, benefits and general guidance related to these services.

• Order debit cards for new and existing members

• Debit Card research related to transactions on members debit cards, limit increases

• Handle lost, stolen or misplaced debit card queries.

• Submit disputes for unauthorized electronic checks.

• Releasing Direct Deposits

• Perform complex account transactions such as account…