Member Relationship Representative I

Sunmark Credit UnionSchenectady, NY
Onsite

About The Position

People Helping People, that is what Sunmark Credit Union is all about! Sunmark is a local credit union with 89 years of history helping members build brighter financial futures. Our “Good Vibes” culture is built on meaningful relationships, community impact, and teamwork. Our Schenectady financial center is hiring! This is a "universal" position focused on providing legendary service to members by welcoming them to the financial center, providing information about credit union services, and acting as a member liaison. The role supports member convenience with all available credit union technology and processes member transactions through Interactive Teller Machines. It also involves accurately processing various transactions, serving members with product and advisory information, researching and solving member issues, and assisting management with achieving department sales referral goals. The position requires conducting consumer account openings, securing identification, explaining legal documents, and reviewing documentation for accuracy. The ideal candidate is detail-oriented, enjoys creating positive experiences, and possesses cash handling, customer service, strong communication, and computer skills. A high school diploma or equivalent is required.

Requirements

  • Cash handling skills
  • Customer service skills
  • Strong communication skills
  • Computer skills
  • Motivated to contribute to team goals
  • High school diploma or equivalent

Responsibilities

  • Provide legendary service to members by welcoming them to the financial center.
  • Provide information regarding credit union services.
  • Act as a member liaison, supporting member convenience with all credit union technology available.
  • Support member transactions through use of Interactive Teller Machines.
  • Accurately process transactions as required.
  • Receive loan payments, process cash advances and transfers, redeem bonds and process insurance payments.
  • Process transfers and credit card payments.
  • Perform vault management inclusive of verifying cash shipment under dual control, balancing, settlement and cash management of the financial center.
  • Serve members by providing product and advisory information.
  • Research and solve member questions, problems, and complaints.
  • Assist Management in maintaining our culture while achieving department sales referral goals.
  • Conduct consumer account openings, secure required identification, explain all legal documents, and review documentation for accuracy.
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