Customer Service Representative

3 days ago

Greensboro, North Carolina, United States State Employees' Credit Union Full time
Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will provide exceptional service to our members, handling a variety of tasks including cash management, account opening and maintenance, and phone inquiries.

Key Responsibilities
  • Provide excellent customer service to members, responding to their needs and directing them to the appropriate person or department.
  • Dispense information about various types of accounts and Credit Union services.
  • Establish new membership, open accounts, and process changes in accounts.
  • Educate members on available services and make recommendations based on their needs.
  • Key all required transactions into the Margo system and balance cash drawer with accuracy.
  • Balance the vault, ATM, TCD, and coin sorter.
  • Operate the drive-thru window as needed.
  • Keep daily and monthly records of vault control, returned checks, forgeries, and coin sorter.
  • Prepare, order, and verify cash delivery and shipment once a week.
  • Assist members with account problems, checking reconciliations, or errors in transactions.
  • Grant subsequent advances on existing credit cards, open lines, and home equity lines of credit - consult with an approving officer prior to advance.
  • Answer phone, file paperwork, scan documents into the Image System, and perform other clerical duties as needed.
Requirements
  • Possess a high level of self-control, self-confidence, good basic mathematical skills, good organizational and communication skills, positive attitude, and neat appearance.
  • Fast-paced environment - must be able to use sound judgment when making decisions and work well under pressure.
  • Must be willing to engage in ongoing training and professional development.
  • Other training and education as required by management.
  • Should have basic computer skills.
  • Attendance in accordance with assigned schedule is required.
  • Must be able to speak English fluently.
  • Must be able to cooperate and collaborate with co-workers.
  • Must be cordial in all interactions with members and co-workers.
  • Must adhere to the work schedule and attendance policy established by manager.
Work Environment

Office setting with physical proximity to other employees. Some background noise from other employees, copy machine, and telephone.

Physical Demands
  • Uses hands and fingers to lift telephone receiver to answer incoming calls and transfer such calls to appropriate destination.
  • Uses hands and fingers to press keys on adding machine to add information for member transactions.
  • Uses hands and fingers to press keys on a Computer keyboard to enter data and retrieve information.
  • Sits 80%, stands 10%, and walks 10% of the time.
  • Must communicate clearly to answer members questions and to describe member services.
  • Must listen intently to members questions and concerns in order to facilitate quality service.
  • Visual acuity is necessary in completing forms for members; such as check order forms, deposit and withdrawal slips, savings documentation, etc..
  • May order supplies for the branch using computer terminal.
  • Maintains manual cash drawer, counting currency daily to balance cash drawer.
  • May climb stairs when branch is located on multiple levels.
  • Must be able to comprehend and carry out verbal and written instructions.
  • Must be able to lift 5 pounds

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

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