Dispute Intake Representative

The Dispute Intake Representative creates a remarkable experience consistent with our brand personality, core values, service promises, mission, and vision with all internal and external relationships. Responsible for initiating disputes, capturing all elements as required by regulations and as governed by department procedures; researching member transactions and all associated details, collect required documentation, with the goal of preventing losses to the member and the credit union.

Experience And Training

• High School diploma or GED equivalent.
• Customer service experience.

Knowledge Of

Required Knowledge and Abilities

• Credit union products, services, and policies.
• Federal regulations governing credit union operation and activities.

Ability To

• Communicate effectively and professionally with coworkers, members, and the public.
• Operate a personal computer and associated Windows-based software.
• Perform minor math calculations.
• Keep accurate and efficient files.
• Pay attention to details; be proficient and accurate.
• Organize time and duties effectively.
• Be flexible and able to handle more than one task at a time.
• Calmly and effectively deal with irate members.
• Demonstrate good judgment when making decisions.

Requirements

Physical Requirements (approximate percentage of day spent)

Standing- 8%

Sitting- 75%

Bending-2%

Squatting- 1%

Walking- 8%

Lifting- 1% 5-15 lbs

Twisting-2%

Driving- 3%*

• May be required to drive to another branch for training

Extent of Public Contact

This position works extensively with our members, both internal and external. Transactions and services are primarily through the telephone, email, and text, but may also be in person.

Working Conditions

Duties performed are in a branch office environment. Occasional travel to other GB locations for meetings and classes is required.