Job Overview:
Requirement/Must Have:
- At least 2+ years of member/customer service experience.
- Microsoft Office Excel and Word experience.
Responsibilities:
- Manage the flow of walk-in members at the branch location.
- Assist other departments with proper assignment of tickets, applications, and emails.
- Greet and welcome members to the credit union in a courteous, professional, and timely manner, providing prompt, accurate, and efficient member assistance.
- Assign Silver Cloud inquiries to the appropriate staff.
- Handle the incoming and outgoing mail and distribute accordingly.
- Ensure the Lobby information is up to date, properly stocked, and clean.
- Approve check orders, if applicable.
- Extract required documents for subpoenas, upon request.
- Ensure each copy room has adequate office supplies and place office supply orders when necessary.
- Update member W8 information.
- Assist online members with their Travel Notices for plastic cards.
- Assign inbound emails to team members.
Nice to Have:
- Financial institution experience.
Skills:
- Strong verbal and written communication skills.
- Excellent communication and presentation skills.
- Ability to communicate effectively with stakeholders.
Founded in 2010 and headquartered in the Washington, DC metro area, Cynet Systems Inc. is a leading staffing and recruiting powerhouse. Proudly recognized as a nationally and locally certified diversity firm, Cynet delivers agile, scalable talent solutions across industries. With an active footprint in all 50 U.S. states and Canada, we support thousands of consultants through our expansive, high-performing recruitment engine operating across North America and Asia—ensuring speed, quality, and consistency in every hire.