Contact Center Representative

6 days ago

Riverhead, New York, United States Suffolk Credit Union Full time
Job Title: Contact Center Representative

About Suffolk Credit Union

Suffolk Credit Union is a team committed to empowering our members and building a stronger community. We treat every individual with dignity and respect, fostering a culture of transparency and integrity. Our mission is to make financial wellness accessible for everyone, offering guidance whether you're saving for the future, buying a home, or growing your business.

Why Work with Us?

  • We offer comprehensive health, dental, and vision plans, including disability and specialized insurances.
  • Our 401(k) plan includes employer matching, tuition reimbursement, and paid time off, including holidays, sick leave, and birthdays.
  • We provide employee wellness and assistance programs, along with support for work-life balance.
  • Our flexible spending account is designed to support your lifestyle needs.
  • We offer discounts on loan rates, financial services, and opportunities to participate in community charity events.
  • We celebrate holiday luncheons, themed parties, and other employee engagement activities.

Job Summary:

As a Contact Center Representative, you will serve as the primary point of contact for customers seeking assistance with a wide range of banking services. You will deliver exceptional service while guiding members through inquiries about loans, deposit accounts, online banking, and other financial products. You will also identify customer needs and recommend appropriate solutions to enhance their banking experience.

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:

Qualified candidates will have a 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.

  • Clear and articulate communication, both orally and in writing.
  • Proficient in customer service and handling confidential information with discretion.
  • Ability to work effectively with direct supervision and support branch goals.
  • Intermediate mathematical skills with knowledge of loan processing procedures.
  • Familiarity with credit union products, services, policies, and regulations.
  • Understanding of relevant laws and regulations, including Truth in Lending, HMDA, ECOA, and others.

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. Candidates must indicate their hours of availability on the application.

Equal Employment Opportunity:

Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.

The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications.

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