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The Summit Federal Credit Union · 5 hours ago

Floating Member Service Specialist (Full Time)

Seneca Falls, NY, Seneca Falls, NY, US

Full-time

Onsite

Entry Level

$22/hr - $23/hr

1+ years exp

The Summit Federal Credit Union is seeking a Floating Member Service Specialist to provide exceptional service to members across various branch locations. This role involves promoting products, processing transactions, and addressing member inquiries to enhance customer satisfaction.

Credit BureauFinancial ServicesNon Profit

Responsibilities

Promote and cross-sell credit union products and services that best suit our members’ needs

Meet sales goals as determined by management

Initiate contact with members to discuss unaddressed needs

Ask for business referrals from satisfied members

Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone

Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc

Responsible for balancing daily work

Build in next steps with members to address future needs

Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person

Adhere to credit union and departmental policies and procedures

Update and document information learned about members on the system

Accurately process transactions

Adhere to credit union policies and branch/departmental procedures

Make appropriate and timely suggestions about products and services to members

Make effective referrals to other specialists when appropriate

Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day

Assist in various duties upon management’s request

Participate in special projects as assigned by management

Work overtime when requested by management

Qualification

Teller experienceCross-sellingMath skillsKeyboarding skillsEffective communicationInterpersonal skillsAttention to detailOrganizational skills

Required

High School Diploma/Equivalency required

Minimum one-two years' prior Teller experience

Strong math and keyboarding skills

Effective communication skills, including listening skills, to build relationships and member loyalty

Excellent interpersonal skills to create positive member experience

Ability to cross-sell products and services

Strong attention to detail and excellent organizational skills

Must be able to sit and or stand for an extended period of time in a normal office environment

Occasional lifting required

In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute's regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO)