Lalitha Raman
Financial Services Representative at Cyprus Federal Credit Union
Based in Salt Lake City, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Salt Lake City
Industry
Financial Services
Company size
290
Contact information
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l•••••••@cypruscu.com
Phone
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Background
About Lalitha Raman
Currently working as Financial Service Representative- Level 3 at Cyprus Federal Credit UnionExcellent member services1. Answer questions about accounts, services, interest rates, and fees etc2. Guide members on use of online and mobile banking3. Resolve issues and manage escalationsMember Transactions 1. Handle deposits, withdrawals, loan payments, and account transfers2. Cash checks, process money orders, and issue Cashier’s checks3. Issue debit cards & credit cards4. Wire transfers 5. Open Certificate of Deposits and IRAs6. Update account details and generate statements 7. Liaison between members and back office Cash Drawer & Balancing1. Balance drawer at EOD2. Report and resolve outagesPromote products1. Checking & Savings account 2. Teen accounts3. Loans4. Credit CardsCompliance & Security1. KYC2. AML & BSA policies3. Watch fraudulent activities 4. Member confidentiality 5. Ensure completeness of legal paper work, forms and disclosures Operations1. Open/Close branch2. Daily reporting3. Assist with monthly audits4. Replenish ATM5. Vault operationsLeadership & Mentoring 1. Train & support junior FSRs2. Resolve conflicts and escalations
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