State Employees Credit Union of New Mexico ยท 1 day ago
Call Center Representative
Santa Fe, NM
Full-time
Onsite
Entry Level
$19.51/hr - $19.51/hr
1+ years expState Employees Credit Union of New Mexico is seeking a Call Center Representative to provide initial member contact for all inbound calls. The representative will handle member questions and act as a switchboard to forward calls, ensuring professional and efficient service.
Financial ServicesHealth Care
Responsibilities
Promptly answer inbound phone calls and provide professional, single-stop service to members in need of account information and willingness to solve member questions and issues
Represent the Credit Union to the members in a courteous and professional manner and provide prompt, efficient and accurate service in the processing of transactions
Perform routine transactions, including but not limited to ordering checks and ATM/debit cards, processing deposits, withdrawals, and loan payments, and transfers
Recommend State ECU products and services to meet member needs
Accurate posting of phone transactions
Mail receipts, account maintenance forms, account summaries and official checks to members as indicated by policy and procedure
Provide by telephone, general, and specific service-related information concerning Credit Union services or policies
Respond to member's requests, problems, and complaints, and/or directs them to the proper person for specific information and services
Provide members with all necessary information for membership and service/maintenance existing accounts
Research accounts for deposit, withdrawal, and loan payment discrepancies
Assist members in balancing their accounts
Research and resolve member account problems
Assist members with the proper completion of payroll deduction and direct deposit forms
Set up payroll distribution amounts
Comply with all policies and procedures and all regulatory requirements including but not limited to USA Patriot Act, BSA, OFAC, CIP, Member Due Diligence, and Reg J
Performs other duties as assigned
Qualification
Required
Excellent verbal and written communication skills are necessary
Must have knowledge of office machines and equipment and be able to type
Patience, tact, enthusiasm and positive attitude toward the members and general public
A minimum of 12 months credit union experience or related experience is required
Must be a graduate of an accredited high school or have the equivalent of a high school diploma (G.E.D. certificate)
Must be capable to execute all terms and conditions set forth in the Employee Handbook
Works in a safety conscious manner which ensures that safe work practices are used in order not to pose a risk to self or others in the workplace
Adheres to policy on Drug Free Workplace
Complies with company policies and procedures and local, state and federal regulations
Prolonged periods of sitting at a desk and working on a computer
Must be able to lift 15 pounds at times
Must be able to access and navigate each department at the organization's facilities
Benefits
Highly competitive benefits package
Company
State Employees Credit Union of New Mexico
State Employees Credit Union has been providing exceptional care to our members since 1958.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andy Ramos
President/CEO
Lindsay Jones
Executive Vice President/Chief Operations Officer
Company data provided by crunchbase