Customer Service Representative

1 week ago

Riverhead, New York, United States Suffolk Credit Union Full time

Role Overview: As a Part-time Member Service Representative in the Contact Center, you will serve as the primary point of contact for customers seeking assistance with a wide range of banking services. Your focus will be on delivering exceptional service while guiding members through inquiries about loans, deposit accounts, online banking, and other financial products.

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.

Essential Qualifications:

  • 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.

Suffolk Credit Union is an Equal Opportunity Employer:

We provide equal employment opportunities to all applicants and prohibit 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.

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