Service & Sales Representative-Spencer, NY
About The Position
We're in the business of people helping people and you can help us change lives just by working here. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be. Work with us – and be part of something bigger than banking. As a Service and Sales Representative (SSR), you deliver exceptional service to our members as the primary contact for members regarding the status of their account and any escalation. Assist members in setting up new business, consumer, and IRA accounts. Resolve account related concerns, provide general credit union information, intake and process loan applications including residential mortgage lending. Rotates to perform branch duties to include Member Service Representative activities. Assist Sr Branch Member Account Specialist and Member Service Representative staff with member approvals, questions, or concerns. Act on notary and Signature Guarantee requests.
Requirements
- Associate degree required with 1-3 years of experience; 3-5 years of relevant experience will be considered in lieu of a degree.
- Obtain notary license within 1 year of acceptance of role.
- Proficient in the Microsoft Office Suite programs.
- Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
Nice To Haves
- Bachelor’s degree preferred.
- 3-5 years’ experience in customer service, retail, banking or financial services industry.
- Bilingual in Spanish preferred.
Responsibilities
- Prioritize member demands while providing impeccable member service.
- Greet members warmly, address inquiries.
- Resolve and follow up on member concerns promptly and courteously.
- Guide members to specialized team members for further assistance or final resolutions as needed.
- Uphold understanding of all offered products and services.
- Identify opportunities and recommend products and services to members, to align with their financial needs and aspirations.
- Engage in constructive conversations with members to expand member accounts and experiences with the credit union.
- Must be licensed with NMLS & Registry.
- Must be trained and assist with Medallion Signature Guarantee requests.
- Obtain notary within established timeframe to assist with requests.
- Conduct cash handling and transaction processing accurately, adhere to established procedures and regulatory guidelines.
- Verify member identification and authorization for transactions to safeguard against fraud and unauthorized access.
- Provides departmental back-up coverage as needed.
- Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.
- Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.
- Perform other duties needed to help fulfil our mission, drive our strategy, and support our organization’s values.
Benefits
- Pension Plan
- 401k Plan with company match
- Excellent health benefits
- Flexible Paid Time Off (PTO)
- Volunteer Time Off (VTO)
- Wellness Time Off (WTO)
- 10+ paid holidays per year
- Lifestyle Spending Account stipend for wellness, caregiving, or personal expenses such student loans and tuition reimbursement
- Employee recognition program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
251-500 employees
