Customer Service Representative

1 week ago

Brookfield, United States Sikorsky Financial Credit Union Full time
Job Overview

Why Choose Sikorsky Financial Credit Union?
Sikorsky Financial Credit Union has been recognized as the leading Credit Union in Connecticut for five consecutive years. As one of the largest credit unions in the state, we manage over $1 billion in assets and are on a continuous growth trajectory.

If you are dedicated to assisting individuals in reaching their financial aspirations and wish to contribute positively to the community, we invite you to consider this opportunity. We seek skilled individuals to enhance the banking experience for our esteemed members.

At Sikorsky Financial Credit Union, we offer numerous advantages. Enjoy a balanced work-life environment, competitive compensation, and a comprehensive benefits package that includes paid time off, medical and dental coverage, a 401K plan with company matching, tuition reimbursement, and more. Please review the details below to learn more about this role.

Position Summary:

The Customer Service Representative plays a crucial role in delivering exceptional service to members by accurately processing a wide range of transactions while fostering and sustaining positive relationships. This role also involves educating members about and recommending products and services that may enhance their financial well-being. The representative operates under the guidance of the Branch Manager, exercising limited independent judgment and decision-making, and requires moderate supervision.


Key Responsibilities:
  1. Efficiently processes a diverse array of transactions while ensuring timely and excellent service to members.
  2. Responsible for meeting all branch and individual performance targets set by senior management, which includes increasing membership, managing new and existing accounts, and facilitating home loan and consumer loan applications.
  3. Assists tellers with complex transactions as directed by the Lead Teller or Branch Management.
  4. Acts as a backup for staff in various branch locations when necessary.
  5. Promotes a positive work environment by communicating professionally with members, colleagues, management, and vendors, embodying the Credit Union's core values of Service, Teamwork, Integrity, and Responsibility.
  6. Stays informed about industry trends, including regulatory changes and technological advancements.
  7. Ensures compliance with company policies and procedures as well as Banking/Credit Union regulations.
  8. Performs additional duties as assigned.

Essential Qualifications:

  1. High School Diploma or equivalent; some college coursework is preferred.
  2. 1-2 years of experience in a Teller role.
  3. Knowledge of banking products and services, with a strong understanding of Credit Union offerings. A keen desire to meet branch production goals is essential.
  4. Excellent communication and interpersonal skills, with a strong attention to detail. Must be capable of multitasking and possess strong mathematical abilities.
  5. Willingness to travel up to 75% as needed.
  6. Proficient in computer applications.
  7. Must obtain and maintain the following licenses/commissions within 90 days:
    1. NMLS Certification
    2. Notary Public
    3. State of CT Individual Producer License (Credit Insurance)

Sikorsky Financial Credit Union is an equal opportunity employer committed to diversity and inclusion. We welcome applicants from all backgrounds, including age, color, ethnicity, familial or marital status, gender identity or expression, language, national origin, physical or mental disability, military or veteran status, race, religion, sexual orientation, and socioeconomic background.

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