Customer Support Specialist

2 weeks ago


Massapequa, New York, United States Island Federal Credit Union Full time

JOB DESCRIPTION

MEMBER SERVICE REPRESENTATIVE

SUMMARY:

The Member Service Representatives at Island Federal Credit Union are dedicated to delivering tailored solutions to our members' financial requirements. By leveraging our suite of credit union products and services, they ensure a seamless experience while addressing inquiries and executing transactions with precision and minimal oversight in a courteous and professional manner. Our representatives possess comprehensive knowledge of all available services and are prepared to assist in various capacities as necessary.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Assess both new and existing member accounts, services, and credit histories. Identify opportunities to cross-sell credit union offerings, including deposit and loan products, to enhance members' financial health through our established sales methodology.

2. Gather necessary documentation to facilitate member loan processing and accurately input loan applications into our system.

3. Collect required information to establish new membership accounts and/or services.

4. Execute requests for stop payments, share draft copies, wire transfers, certificate modifications, statement reproductions, credit card applications, check orders, and resolve member bill pay inquiries, address changes, and loan-related questions.

5. Address member inquiries via phone or mail concerning credit union products, services, and associated fees.

6. Engage with members to resolve questions, issues, and complaints effectively.

7. Conduct non-monetary transactions such as deposits, loan payments, transfers, and check withdrawals for members either over the phone or in person.

8. Stay informed about all new and existing electronic services provided by the credit union and educate members about these offerings.

9. Comply with all security protocols as well as credit union policies and procedures.

10. Complete and pass all mandated BSA Training.

11. Provide coverage at the reception desk during the receptionist's absence.

12. Maintain inventory and conduct necessary audits for safety deposit boxes.

13. Perform duties as a Notary Public.

14. Collect required documentation and execute Signature Guarantees following established policies and procedures.

15. Adapt to a flexible work schedule to meet branch requirements, including evenings and weekends.

16. Assist at the Teller platform during peak times.

17. Be willing to work at any branch location as required.

18. Undertake additional responsibilities as assigned by management.


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