Member Service Center Representative I, Part Time at Summit Federal Credit Union | NY, US | Rezi

Member Service Center Representative I, Part Time at Summit Federal Credit Union

Member Service Center Representative I, Part Time

Summit Federal Credit Union · NY, US

Today

Member Service Center Representative I, Part Time

Summit Federal Credit Union · NY, US

10 hours ago
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About the Role

The Member Service Center Representative I performs routine transactions and answers account inquiries over the phone, providing financial solutions and seamless use of digital channels to members.

Responsibilities

  • Perform various financial transactions and inquiry requests accurately and efficiently.
  • Solve for member immediate needs by asking high impact questions and having a strong understanding of The Summit’s products, services and programs and the benefits they offer.
  • Provide members with accurate information on the credit union’s products and services in an effective and professional manner while striving for first call resolution.
  • Follows the defined Quality Assurance program to allow for exceptional member experience.
  • Meet assigned sales goals as determined by management.
  • Display excellent interpersonal skills, being able to interact professionally and effectively with members over the telephone.
  • Adhere to credit union and departmental policies and procedures.
  • Maintain strict adherence to security protocols for identifying members.
  • Promote a positive and professional environment based on The Summit’s core values.
  • Update and document information learned about members.
  • Assist in various duties upon management’s request.
  • Participate in special projects as assigned by management.
  • Work overtime when requested by management.

Requirements

  • High School Diploma or GED equivalent
  • One to two years’ prior teller, call center or member/customer experience preferred
  • Sales experience preferred.
  • Knowledge of Microsoft Windows and Microsoft Office Suite.
  • Capable of advancing to a MSCR II position, as it becomes available, within one year of employment.
  • Applicants must be eligible to register as a Mortgage Loan Originator (MLO).
  • Candidates being considered will be subject to a credit check and fingerprinting.
  • Must be able to sit and/or stand for extended periods of time.
  • Occasional lifting required (5-10 pounds).
  • Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements.

Skills

  • Strong critical thinking skills
  • Strong math and keyboarding skills.
  • Ability to listen and communicate effectively.
  • Ability to read, comprehend and explain transaction history and account activity.
  • Excellent interpersonal skills to create a positive member experience.
  • Strong attention to detail and excellent organizational skills.
  • Microsoft Office Suite, particularly: Outlook, Word, and Excel
  • Office equipment (i.e. calculators, computers, printers, copiers, multi-line phone systems and fax machines)
  • Intranet/Internet, navigation of web-based vendor systems, and utilization of teller & banking software.

Location

  • Corporate Office

Work Type

  • Part-time
  • Full-time

Experience Level

  • 1-2 years experience preferred

Education Level

  • High School Diploma or GED equivalent

Salary/Compensations

  • $21.50 per hour

About the Company

  • Work with a dynamic, small group of 30 team members who provide exceptional service to our members, over the phone!
  • The Summit Federal Credit Union is an equal opportunity employer.
  • Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures.

Equal Opportunity

  • All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.