Customer Service Representative

4 weeks ago


Huntersville, North Carolina, United States Skyla Credit Union Full time
Job Summary

As a Member Service Representative at Skyla Credit Union, you will serve as the primary point of contact for members and visitors, providing exceptional customer service and support. Your role will involve accurately conveying information regarding Credit Union products and services, responding to member account inquiries and requests, and cross-selling or referring products and services based on needs identification.

Key Responsibilities
  1. Promptly open the branch at the start of business and properly secure doors at the end of business.
  2. Greet and welcome members and visitors in a professional manner, providing prompt, efficient, and accurate service in the processing of transactions.
  3. Accurately log each visitor into the Visitor Log and issue and track visitor ID badges as needed.
  4. Open accounts as required and make effective cross-sell recommendations.
  5. Assist members with all account maintenance issues, including issuing cards, account changes, disputes, wires, and IRA transactions.
  6. Process loans within current lending policy guidelines, set up and disburse approved loans, and complete all other loan-related tasks as required and within established timeframes.
  7. Maintain a professional and organized member lobby and technology area, updating marketing materials as needed.
  8. Perform a variety of duties related to all phases of teller work.
  9. Comply with all federal regulations, credit union policies, and procedures, including Bank Secrecy and the USA Patriot Act.
  10. Perform notary services and basic account maintenance as requested, including address changes.
  11. Perform other various duties as assigned.
Requirements
  1. High school graduate.
  2. Experience in financial services with a record of providing excellent service.
  3. Excellent communication and problem-solving skills.
  4. Notary Public certification.
  5. Strong computer skills with the ability to quickly learn new processes and systems.


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