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RF
Robins Financial Credit Union
Member Account Specialist
Career Insights for Account Representative (General)
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Scorecard
Based on Georgia data
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What they do
An Account Representative manages existing customer accounts to ensure sales retention and growth. Develops and maintains communication with clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
$39,935 / year median in Georgia
-11% projected decline
Job Description
What You'll Do:
Deliver exceptional service by providing courteous, professional, and responsive experiences in every member interaction. Perform account maintenance functions accurately and efficiently, including: Opening and closing share accounts Adding or removing joint owners and beneficiaries Processing legal name changes Assisting with digital banking enrollment and access Issuing and updating debit cards Transaction review and account questions Updating member contact information (address, phone, email) Processing stop payments, ACH requests and transfers Ensuring all documentation complies with credit union policies and regulations Identify member needs and offer appropriate solutions by recommending products, services, or referrals to support and strengthen member relationships. Assist with new consumer account openings during periods of high lobby traffic as directed by branch leadership. Serve as a liaison between members and internal departments to ensure timely resolution of member concerns. Maintain knowledge of products and services to ensure member confidence and protect credit union operations. Comply with all applicable policies, procedures, laws and regulations including but not limited to the Bank Secrecy Act.What You Can Expect:
We are proud to be an equal opportunity employer and are committed to fostering an inclusive workplace. We welcome applicants of all backgrounds and identities and do not discriminate based on any protected characteristic under applicable law.Benefits and Perks Employer-Paid Benefits:
Health Insurance (only employee premium paid) Short- and
Long-Term Disability Life Insurance and AD&D Benefits:
Dental & Vision Insurance Health Care and Dependent Care Flex Spending Accounts 401K Plan with match (based on length of employment)Perks:
Generous paid time off- Earn over 4 weeks of PTO during your first year of employment Holidays
- 11 observed holidays in addition to paid time off Tuition reimbursement
- Up to $5000 per year Performance based Incentive program