Remote 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)

• 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…