Member Service Center Representative I, Part Time

Summit Federal Credit Union•Rochester, NY

9h•$22•Onsite

About The Position

The primary function of the Member Service Center Representative I is to perform routine transactions and answer account inquiries, over the phone. This includes, but is not limited to, transaction/statement reviews, transfers, loan payments, balance inquiries, check withdrawals and assistance with Online Banking. The Member Service team continues to put the member first as we provide financial solutions and seamless use of our digital channels. Perform all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values.

Requirements

Education: High School Diploma or GED equivalent
Experience: 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.
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.
In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.

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.