MAX Credit Union

MAX Credit Union

·10 days ago

Itc representative

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Location

onsite, Montgomery, AL, United States

Commitment

Full Time

Level

Junior (<2 years)

Required skills

Member ServiceLive Video TransactionsDepositsWithdrawalsTransfersPaymentsITM GuidanceCheck ReviewMobile DepositsTransaction BalancingSalesforce Case ManagementIssue ResolutionRecord AccuracySecurity ComplianceConfidentiality

Job Description

Essential Functions & Responsibilities:

  • Engages with members through live video to complete transactions including deposits, withdrawals, transfers, and payments.
  • Guides members through ITM features and educates them on self-service options.
  • Reviews checks for accuracy and legitimacy and releases or extends holds as needed within established limits.
  • Processes mobile deposits and basic adjustments following set procedures.
  • Supports balancing and verification of ATM/ITM transactions under supervision.
  • Creates and updates Salesforce cases for follow-up, reversals, and adjustments.
  • Communicates effectively with other departments to resolve member issues and ensure accuracy in records.
  • Protects member information by adhering to all security, compliance, and confidentiality procedures.
  • Maintains a member-first mindset, demonstrating professionalism and consistency in service delivery.
  • Completes all training as required.
  • Performs other duties as assigned.

Ready to join the team?

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