Senior Branch Member Service Representative

6 days ago

Syracuse, New York, United States Visions Federal Credit Union Full time
About the Role

We are seeking a highly skilled and experienced Senior Branch Member Service Representative to join our team at Visions Federal Credit Union. As a key member of our branch team, you will be responsible for providing exceptional member service, processing transactions, and adhering to our exceptional service expectations.

Key Responsibilities
  • Provide exceptional member service by performing transactions and adhering to exceptional service expectations.
  • Assist, review, and correct member statements, overdrawn accounts, and related member accounting problems.
  • Using appropriate equipment and software, obtain member's status, input information, and obtain withdrawal checks.
  • Assist members in setting up new accounts, balancing of checkbooks, IRA's, shares, and CD's.
  • Process death claims and provide general credit union information; cross-sell products and services.
  • Interview members for consumer loans (not to include any residential mortgage lending), review loan applications, refer applications to Loan Officer pursuant to credit union policies.
  • Maintain equipment and files necessary to keep accurate records.
Requirements
  • High school education or GED, with preference for a certificate or degree in financial areas or customer service.
  • One to two years' successful experience in customer service, retail, banking, or financial services industry.
  • Excellent interpersonal and communication skills (both verbal and written).
  • Efficient time management and organizational skills.
  • Flexibility (able to adapt to changing environment).
  • Strong computer skills, adherence to confidentiality, detail oriented.
  • Ability to complete all assigned educational courses and Product Certification tests, within required timeframes with passing scores.
  • Ability to adapt to changes in the work environment, comfortable with multiple competing demands and able to deal with frequent change, delays, or unexpected events in a calm and logical manner.
Compensation

$21.00/hr. - $25.50/hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Daily requirements may include (but are not limited to): stand/walk up to 2 hours, sitting for up to 6 hours; lift/carry up to 20 pounds; manual dexterity for working with papers, files, keyboarding, etc.

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