Customer Service Representative

3 weeks ago


Stamford, Connecticut, United States Visions Federal Credit Union Full time

About Us

We're a team of dedicated professionals who are passionate about helping people achieve their financial goals. At Visions Federal Credit Union, we're committed to providing exceptional service to our members and making a positive impact in our community.

Job Summary

We're seeking a highly motivated and customer-focused individual to join our team as a Service and Sales Representative. In this role, you will be responsible for delivering exceptional service to our members, assisting with account setup and maintenance, and resolving any account-related concerns.

Key Responsibilities

  • Deliver exceptional service to our members, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Assist members with setting up new accounts, including business, consumer, and IRA accounts.
  • Resolve account-related concerns, provide general credit union information, and intake and process loan applications, including residential mortgage lending.
  • Rotate to perform branch duties, including Member Service Representative activities.
  • Assist Sr Branch Member Account Specialist and Member Service Representative staff with member approvals, questions, or concerns.
  • Act on notary and Signature Guarantee requests.

Requirements

  • Associate degree required with 1-3 years of experience; 3-5 years of relevant experience will be considered in lieu of a degree.
  • Obtain notary license within 1 year of acceptance of role.
  • Proficient in the Microsoft Office Suite programs.
  • Proficient with standard office equipment, such as computers, phones, photocopiers, filing cabinets, and fax machines.

Preferred Qualifications

  • Bachelor's degree preferred.
  • 3-5 years' experience in customer service, retail, banking, or financial services industry.

What We Offer

We offer a competitive compensation package, including a pension plan, 401k plan, and 401k matching contributions. We also offer excellent health benefits, flexible paid time off, volunteer time off, and wellness time off. In addition, we provide tuition reimbursement, student loan repayment, and employee recognition programs.

Equal Opportunity Employer

We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating an inclusive and respectful work environment where everyone has the opportunity to succeed.



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