Account Services Representative jobs in Pensacola, FL

Account Services Representative provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be an Account Services Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Account Services Rep I
  • Eglin Federal Credit Union
  • Fort Walton Beach, FL FULL_TIME
  • Starting Pay: $17.68

    PRIMARY DUTIES & RESPONSIBILITIES:


    • Answers inbound calls in an efficient and professional manner, primarily assisting callers with credit union products and services, account transactions and account related questions and/or problems.

    • Answers questions concerning field of membership, membership eligibility and benefits from prospective members.

    • Follows scripts and telephone etiquette guidelines.

    • Verifies and updates member contact information including addresses, telephone numbers and email addresses.

    • Assists members with account transactions, including, but not limited to transfers, loan and mortgage payoffs, MasterCard payments and advances, check orders, SDB payments, wires, contact-updates on dormant accounts, debit card activations, Home Branch PIN, account passwords, closed accounts and e-payments.

    • Answers caller questions regarding  credit union products and services , including but not limited to ATM/Shared Branch locations, IRA contributions,  US Savings Bonds redemption, CoinStar, Traveler’s Cheques and gift cards, senior benefits, POA, signature guarantee services, notary services, mobile banking, bill payer, remote deposit capture, eStatements, and SDB.

    • Encourages all members to enroll in electronic services and accepts requests for ATM/Debit cards, Home Branch (on-line banking), cross account authorizations, direct deposit, payroll distribution, periodic transfer of funds and ACH origination.

    • Recognizes cross-sell opportunities for all credit union products and services and refers members to Eglin Financial Service. Interprets and explains account transactions including check hold policies, returned items, overdraft protection and Courtesy Pay, and Reg D transfers.

    •  Determines account errors and documents resolutions for approval.

    • Assists members with stop payments and affidavits for unauthorized transactions.

    • Assists members in understanding fees, rate changes, and dividends.

    • Operates PC/terminal for account inquiries, transactions and file maintenance.

    • Maintains proper housekeeping of work area, desk equipment, etc., within the department. Assists with ordering supplies for the department as needed.

    • Performs additional duties as assigned.

    REQUIREMENTS OF POSITION:

    Must be bondable.

    Must be a high school graduate.

    Must be able to use PC, Windows, typewriter, calculator and other office related equipment.

    Must have the ability to listen, analyze facts and use sound judgment to assist callers in a timely and efficient manner.

    Must have the ability to interpret and explain Credit Union policies pertaining to Call Center duties.

    Must be able to converse with members and employees, in person or over the phone in a pleasant, courteous, professional and efficient manner.

    Must complete annual training and review applicable SOPs 509, 509A, 521 and comply with all regulatory monitoring, record keeping, and reporting requirements.

    Must report to work regularly and on time.

    Must be able to get along well with others.
  • 1 Day Ago

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Utility Services Customer Services Representative
  • Bay County
  • Bay, FL FULL_TIME
  • GradeJob ClassWork CompEEO Class/CodeTier StatusB80-3Non-Supervisory88106/Admin. Support3NATURE OF JOB:This position involves clerical work providing billing, collections, account maintenance and cust...
  • 8 Days Ago

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Ready To Drink Account Manager
  • Gulf Distributing Services Company
  • Milton, FL FULL_TIME
  • JOB SUMMARY The RTD Manager is responsible for executing the plans that lead to the development of the RTD category for brands sold by Goldring Gulf Distributing. The RTD Manager will be responsible f...
  • 22 Days Ago

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Dealer Account Manager
  • Westlake Services, LLC
  • Pensacola, FL FULL_TIME
  • WESTLAKE FINANCIAL Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. We continue to expand our teams and diversify our...
  • 10 Days Ago

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Dealer Account Manager
  • Westlake Financial Services
  • Pensacola, FL FULL_TIME
  • WESTLAKE FINANCIAL Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. We continue to expand our teams and diversify our...
  • 11 Days Ago

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Guest Services Representative 9863
  • Extended Stay America
  • Destin, FL FULL_TIME,PART_TIME
  • POSITION PURPOSE AND SUMMARY The Guest Services Representative ("GSR") position must demonstrate and promote a strong commitment to providing the best possible experience for our guests. The position ...
  • 2 Days Ago

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0 Account Services Representative jobs found in Pensacola, FL area

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Sales Representative - Facility Services
  • Cintas Corporation
  • Pensacola, FL
  • Title: Sales Representative - Facility Services Location: Pensacola, FL, US, 32514 **Job Description** Cintas is seeking...
  • 4/26/2024 12:00:00 AM

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New Business Processor
  • SWAN Capital
  • Pensacola, FL
  • New Business Processor Do you have a passion for the financial industry and knowledge of processing important client pap...
  • 4/25/2024 12:00:00 AM

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Customer Service / Sales CSR Reps #EntryLevel
  • South Key, Inc
  • Pensacola, FL
  • Job Description Job Description South Key is a privately held company located and serving the Mobile/Pensacola and surro...
  • 4/25/2024 12:00:00 AM

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Sales Rep / Weekly Pay / Entry Level
  • Safe Haven Security
  • Pensacola, FL
  • Job Description Job Description At Safe Haven Security, we are more than just a home security company! We are a team of ...
  • 4/25/2024 12:00:00 AM

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Advertising Sales Associate - Cox Media
  • Cox Enterprises, Inc
  • Pensacola, FL
  • **Primary Location:** 3405 McLemore Drive , Pensacola , FL , US **Advertising Sales Associate Cox Media** 219737 **Adver...
  • 4/24/2024 12:00:00 AM

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Account Services Rep I
  • Eglin Federal Credit Union
  • Fort Walton Beach, FL
  • Job Description Job Description Starting Pay: $17.68 PRIMARY DUTIES & RESPONSIBILITIES: Answers inbound calls in an effi...
  • 4/23/2024 12:00:00 AM

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Account Director Senior
  • Lumen
  • Pensacola, FL
  • Lumen Account Director Senior Salt Lake City , Utah Apply Now Lumen connects the world. We are igniting business growth ...
  • 4/23/2024 12:00:00 AM

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Sales Representative
  • American Woodmark
  • Pensacola, FL
  • Company Overview: With over 30 locations across the country, American Woodmark is a leading cabinet manufacturer servici...
  • 4/22/2024 12:00:00 AM

Pensacola (/ˌpɛnsəˈkoʊlə/) is the westernmost city in the Florida Panhandle, approximately 13 miles (21 km) from the border with Alabama, and the county seat of Escambia County, in the U.S. state of Florida. As of the 2010 census, the city had a total population of 51,923, down from 56,255 at the 2000 census. Pensacola is the principal city of the Pensacola metropolitan area, which had an estimated 461,227 residents in 2012. Pensacola is a sea port on Pensacola Bay, which is protected by the barrier island of Santa Rosa and connects to the Gulf of Mexico. A large United States Naval Air Statio...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Account Services Representative jobs
$34,773 to $43,034
Pensacola, Florida area prices
were up 1.5% from a year ago