• Supports member telephone inquiries including but not limited to opening accounts, assisting with loan applications, credit card, account information and account changes. • Responsible for educating members about self-service options and must be able to sell/cross sell products and services to new and existing members of the Credit Union. • Maintains service standards as required by position benchmarks for quality, turnaround time, accuracy and follow up. • Performance is primarily based on quality and productivity measures including but not limited to schedule adherence, call quality scores and process adherence. • Provides members with account information and performs account transactions including accepting loan applications, opening accounts, and processing transfers, withdrawals, and other deposit product servicing functions. • Strives to provide first contact resolution when within Credit Union policy. • Ensures adherence to company policies and procedures and Banking/Credit Union Regulations. • Educate new and existing members on loan and deposit products and other services. • Authorizes service fee refunds and waivers within established guidelines for this position. • Promotes use of virtual banking services, such as online and mobile banking, automated phone service and resolves user issues. • Participates in new product testing and other organization/departmental projects as assigned. • Provides input to management on workflow issues, patterns, and improvements. • Promotes and demonstrates a positive work atmosphere by communicating in a manner consistent with professional standards to work effectively with members, co-workers, management, and vendors. • Keeps abreast of industry developments including, but not limited to changes in regulations and technology.

• Support the Outdoor Experience Manager in the development, administration, and delivery of outdoor programs, camps, and adventure challenges. • This includes supporting curriculum design, preparing camp materials, tracking camper registrations and payments, collecting required forms, and traveling regionally as needed to support in-person program delivery. • Support the Girl Program Manager in the development, administration, and delivery of girl programs and regional events, including in-person program support through regional travel. • Support the Highest Awards program through administrative coordination and virtual coaching for participants. • Assist the Adult Development Manager with volunteer onboarding, training, and recognition. • Provide administrative support for volunteer training, support the revision of training materials, and travel regionally as needed to support in-person training delivery. • Deliver the Girl Scout Leadership Experience to participants. • Ensure adherence to safety protocols and industry standards for all activities. • Collect, analyze, and report quantitative and qualitative data to assess the success of programs and determine areas for improvement. • Adhere to the Girl Scout Law and Promise.

• Support the Outdoor Experience Manager in the development, administration, and delivery of outdoor programs, camps, and adventure challenges. • Support the Girl Program Manager in the development, administration, and delivery of girl programs and regional events. • Support the Highest Awards program through administrative coordination and virtual coaching for participants. • Assist the Adult Development Manager with volunteer onboarding, training, and recognition. • Deliver the Girl Scout Leadership Experience to participants. • Collect, analyze, and report quantitative and qualitative data to assess the success of programs and determine areas for improvement.

• Work as needed in all appeal worklists, potentially with a focus on contracted or sensitive insurance companies. • Communicate denial and appeal trends to client engagement and payer relations teams. • Serve as an SME (subject matter expert) in insurance appeals matters and work with management to relay updates to clients. • Obtain patient consent and medical records for appeal when required by the insurance plan. • Gather updated appeal or review forms to add to form library. • Create appeal letters, attach the materials per client SOP, and submit via portal/fax/mail. • Comply with all appeal process documentation and SOPs. • Participate in team meetings, sharing case details. • Provide the best practices for other team members. • Train new or less experienced appeals team members. • Undertake special projects assigned by Production Management or client. • Review denials and EOBs for appeal filing information, gathering any missing details. • Inform management of incorrect or missing appeal default information. • Fill out special appeal or review forms. • Initiate payer projects, complete as assigned, including creating and maintaining tracking spreadsheets. • Ability to work on additional work lists as needed. • Work directly with global teams to demonstrate processes. • Once in the role, work to obtain Lean Six Sigma (LSS) Yellow Belt or higher. • Meet or exceed productivity and quality KPI goals. • Perform other duties as assigned.