Customer Service Representative

4 weeks ago


Riverhead, New York, United States Suffolk Credit Union Full time
Job Summary

We are seeking a highly skilled Customer Service Representative to join our Contact Center team at Suffolk Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, answering their inquiries, and resolving any issues they may have.

Key Responsibilities:

  • Provide phone assistance to secure memberships and resolve member issues.
  • Assist members with account-related questions and complaints.
  • Research and find solutions for member inquiries and concerns.
  • Open new accounts and process wire transfers as needed.
  • Assist with online banking, debit/credit card issues, and secured messaging.
  • Accept and process loan applications, managing them through the pipeline.
  • Meet loan and sales goals through outbound calls and member follow-up.
  • Support other staff and departments when necessary.
  • Ensure compliance with internal audits and achieve a "Satisfactory" rating.
  • Cross-sell Credit Union products and provide high-quality service in every interaction.

Requirements:

  • High school diploma or equivalency certification.
  • One (1) to two (2) years of financial institution experience required.
  • NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired.
  • Bilingual preferred.

Working Conditions:

Contact Center Representatives must be available to work flexible schedules that include Saturdays. Schedules will vary within the normal business hours of 8:00am to 7:00pm.



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