Customer Service Representative
3 days ago
We are seeking a highly skilled Customer Service Representative to join our team at SNI Companies. As a key member of our staff, you will be responsible for providing exceptional customer service and support to our members.
About the Role:
- Represent the credit union in a courteous and professional manner in all member interactions.
- Accurately and efficiently perform maintenance on existing accounts in accordance with organization policies and procedures.
- Accurately and efficiently process routine transactions such as deposits, withdrawals, check cashing, check verification, loan payments, etc. in accordance with organization policies and procedures.
- Provide accurate information to members regarding account information, organization products and services, and credit union policy.
- Actively seek solutions to member concerns in a professional and diplomatic manner, and escalate accordingly.
- Maintain a comprehensive and current knowledge of all organization products and services. Explain, promote, and refer relevant products to meet the financial needs of each member.
- Balance and perform end-of-day closing activities in accordance with organization policies and procedures.
- Assist members with account reconciliation; research accounts for discrepancies when necessary.
- Assist with all member service and operation duties as necessary.
- Serve as back-up to additional areas within the credit union as necessary.
- Maintain a comprehensive knowledge of all related policies, procedures, rules, and regulations applicable for the position, and keep abreast of any changes.
- Prevent controllable losses by strict adherence to security, compliance, and fraud prevention policies and procedures.
- Adhere to all policies and procedures described in the Employee Handbook.
- Complete annual mandatory compliance and other trainings.
- Travel to other locations as needed.
- Assist with all other duties as required.
Requirements:
- High school diploma or equivalent
- Maintain a professional demeanor in appearance, communication, and action
- Well-organized, able to multi-task and move quickly between priorities
- Maintain confidentiality of all members
- Solid working knowledge of PC-based programs
- Previous financial services experience, especially cash handling, preferred
- Ability to read, analyze, and interpret written communication
- Ability to comprehend and respond to common employee questions
- Ability to effectively present job-related information to employees
- Ability to perform basic mathematical equations
- Possess sufficient manual dexterity to skillfully operate standard office equipment including but not limited to: a computer, adding machine, facsimile machine, photocopier, and telephone
Estimated Salary Range: $45,000 - $60,000 per year, depending on experience and qualifications.
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