beverley gelink

Responsible for providing a variety of functions for members in person, via phone, and through the mail, including processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with bookkeeping and checking account problems. Answers members’ questions regarding Credit Union services provided and performs a variety of account maintenance duties. Actively cross-sells Credit Union services. Performs specific assigned side-jobs including various clerical and receptionist functions, and assists other Member Service Representatives with duties as required. Serves members promptly and professionally. As well as other back office duties as needed.

Answering existing customers questions about their benefits and portfolio. Redirecting them to the proper department if needed

Dealing with incoming collections.

Renewals and adjustments of client mortgages. Ensuring mortgage files were properly set up and complete before sending for funding. Variety of tasks involved with maintaining team, including stats, and testing new program.