BankFund Credit Union
Communications Center Associate
BankFund Credit Union, Washington, District of Columbia, us, 20022
About BankFund
BankFund Credit Union is a full‑service financial cooperative organized in 1947 to serve employees of the World Bank Group and International Monetary Fund and their families. Located in Washington, DC, BankFund maintains three full‑service branches downtown with headquarters near Farragut West metro station. This hybrid role requires on‑site work 40% of the time after training, subject to change based on health and safety standards and operational need.
Summary Provides information on Credit Union products and services, performs account transactions, and resolves account inquiries and issues for members via telephone, mail, e‑mail, fax, and web‑based communications while upholding the Credit Union’s service PACT philosophy. Provides backup support on all Communications Center shifts and Fulfillment Queues.
Responsibilities
Serves as a primary member contact for issues concerning Credit Union products and services, maintaining a working understanding of policies and procedures to assist members by phone and email.
Opens accounts and offers new products to meet members’ financial needs.
Acts as liaison between members, the Foreign Exchange Office, and EFT wire transfer department to coordinate foreign exchange transaction requests.
Identifies members’ financial requirements and recommends related products.
Performs proper member authentication and processes all transactions (deposits, withdrawals, transfers, wire inquiries, online payments, stop payments, cashier’s checks) while balancing daily financial figures.
Assists members with A/R and E‑Services such as Online Banking, Billpayer, E‑Transfer, and E‑Wire, resolving related issues.
Handles ATM, card, loan, and trust account issues, including lost/stolen cards and reporting.
Instant issue new debit cards following internal policies and Visa regulations.
Maintains knowledge of ancillary systems (OSI DNA Core, DNA Contact, E‑Funds, Relationship Manager, Cash Edge, Partner Care).
Performs account maintenance (stop payment, check copy, statement copy, transaction history) and charges appropriate fees.
Maintains member contact files and updates documentation timely.
Assists Security with member‑reported forgery, fraud, and dispute cases, initiating case management activities.
Participates in annual Information Security refresher training and BSA/OFAC training, reporting suspicious activity and protecting data confidentiality.
Demonstrates commitment to the Credit Union’s Service PACT philosophy.
Completes related duties assigned by the Supervisor, Communications Center.
Requirements
Associate’s Degree or equivalent combination of education and experience.
Two to three years of banking experience a plus.
One to two years of relevant customer service experience a plus.
Additional Qualifications
Excellent communication and interpersonal skills.
Must maintain total confidentiality in handling credit union interactions.
Can work with little or no supervision.
Must be available to work any shift, including non‑standard business hours, as required by the Communications Center Department.
Ability to work overtime as needed or required.
Salary and Benefits Position is graded NE‑6 with an annual base salary range of $49,000 to $61,000. Base salary will be based on job‑related experience, skills, training, certifications, and market demand. Full‑time benefits include medical, dental, vision, 401(k) plan, life insurance, disability benefits, tuition assistance, paid time off, and paid parental leave. Role is eligible for an annual incentive plan.
Employment Type Full‑time
Seniority Level Entry level
Job Function Marketing, Public Relations, and Writing/Editing
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Summary Provides information on Credit Union products and services, performs account transactions, and resolves account inquiries and issues for members via telephone, mail, e‑mail, fax, and web‑based communications while upholding the Credit Union’s service PACT philosophy. Provides backup support on all Communications Center shifts and Fulfillment Queues.
Responsibilities
Serves as a primary member contact for issues concerning Credit Union products and services, maintaining a working understanding of policies and procedures to assist members by phone and email.
Opens accounts and offers new products to meet members’ financial needs.
Acts as liaison between members, the Foreign Exchange Office, and EFT wire transfer department to coordinate foreign exchange transaction requests.
Identifies members’ financial requirements and recommends related products.
Performs proper member authentication and processes all transactions (deposits, withdrawals, transfers, wire inquiries, online payments, stop payments, cashier’s checks) while balancing daily financial figures.
Assists members with A/R and E‑Services such as Online Banking, Billpayer, E‑Transfer, and E‑Wire, resolving related issues.
Handles ATM, card, loan, and trust account issues, including lost/stolen cards and reporting.
Instant issue new debit cards following internal policies and Visa regulations.
Maintains knowledge of ancillary systems (OSI DNA Core, DNA Contact, E‑Funds, Relationship Manager, Cash Edge, Partner Care).
Performs account maintenance (stop payment, check copy, statement copy, transaction history) and charges appropriate fees.
Maintains member contact files and updates documentation timely.
Assists Security with member‑reported forgery, fraud, and dispute cases, initiating case management activities.
Participates in annual Information Security refresher training and BSA/OFAC training, reporting suspicious activity and protecting data confidentiality.
Demonstrates commitment to the Credit Union’s Service PACT philosophy.
Completes related duties assigned by the Supervisor, Communications Center.
Requirements
Associate’s Degree or equivalent combination of education and experience.
Two to three years of banking experience a plus.
One to two years of relevant customer service experience a plus.
Additional Qualifications
Excellent communication and interpersonal skills.
Must maintain total confidentiality in handling credit union interactions.
Can work with little or no supervision.
Must be available to work any shift, including non‑standard business hours, as required by the Communications Center Department.
Ability to work overtime as needed or required.
Salary and Benefits Position is graded NE‑6 with an annual base salary range of $49,000 to $61,000. Base salary will be based on job‑related experience, skills, training, certifications, and market demand. Full‑time benefits include medical, dental, vision, 401(k) plan, life insurance, disability benefits, tuition assistance, paid time off, and paid parental leave. Role is eligible for an annual incentive plan.
Employment Type Full‑time
Seniority Level Entry level
Job Function Marketing, Public Relations, and Writing/Editing
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