Caitlynn Eckert Email & Phone Number

Warren, Mi, Us

Macomb County, Michigan, United States

Sterling Heights, Michigan, United States

- Actively answer and process all telephone, e-channel, and chat inquiries by listening, collecting data, securing answers and reporting results to aid members and staff in solving account problems and requests while maintaining expected call ratios.- Utilizing a 'member-centric' approach, determine individual members' financial needs and recommend the appropriate products and services in order to improve member's financial lives.- Actively cross sell Credit Union products and services to assist members in determining their financial needs and to ensure individual goals are consistently met.- Respond to member inquiries regarding the operation of account access to services, account usage charges, interest rates on savings and loan products, resolving account discrepancies and assisting members to make the most effective use of services offered by the Credit Union.- Make outbound calls for various cross sell opportunities to inform and educate members on the benefits and features of new as well as existing products and services.- Perform control item procedures when processing member transactions and account file maintenance changes to ensure the safety and privacy of member information.- Provide assistance with fraud related issues, serving as a liaison between the member and the Risk Management Department to maintain the safety and security of member account information.- Respond to any and all threats using robbery and security procedures to maintain the security and safety of staff and our membership.- Process and disburse member cash, check and loan transactions to ensure accurate handling within all rules and regulations.- Balance daily transactions of Visa payments and advances, money order, and cash totals to ensure accurate postings within credit union's compliance policies.

Sterling Heights, Michigan, United States

- Assistant Bank Managers oversee the day-to-day operations of a financial institution, managing employees, loan applications, the bank's cash flow and balancing the Vault.- Maintain Confidentiality and secure workstations to protect personal information- Perform all duties required of a teller - Bankers manage the financial needs of their clients, working in a wide range of capacities with different roles and responsibilities.- Analyze credit reports to determine what products are best for the member.- Provide daily Administrative Support to customers.- Managing Organizational Calendar through Outlook- Process transactions accurately on all members’ savings, draft, and loan accounts.- Maintain a balanced drawer.- Recommend products to members that will assist them with perceived and unperceived needs. - Assist with ATM balancing procedures.

Troy, Michigan

- Maintain strict confidentiality; adheres to all HIPAA guidelines/regulations.- Transfer large sums to correct entities including hospitals, private practices, patients, and insurance companies. - Maintain accurate information / documentation for all financial transactions.