Advance Hire Member Service Center Representative (Full Time)
Summit Federal Credit Union · NY, US
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About the Role
The Member Service Center Representative I performs routine transactions and answers account inquiries over the phone, including transaction/statement reviews, transfers, loan payments, balance inquiries, check withdrawals, and online banking assistance. The role supports the credit union's mission of putting members first and providing financial solutions and seamless digital channel usage.
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.
- Follow 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 within one year of employment.
- Eligible to register as a Mortgage Loan Originator (MLO).
- 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).
- 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 (Rochester)
Work Type
- Full time
- Non-Exempt
Experience Level
- One to two years’ prior teller, call center or member/customer experience preferred
- Sales experience preferred
Education Level
- High School Diploma or GED equivalent
Salary/Compensations
- $20.50 - $21.50 per hour
About the Company
- 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.