Call Center Representative (Santa Fe) at State Employees Credit Union of New Mexico in Santa Fe, NM, USA

Job description

• This employee will provide initial member contact for all in-bound calls through the public-access numbers. The representative will handle all member questions on outlined topics and will also act as a switchboard to forward calls specific for one employee or out of required job knowledge or access levels.
• All employees of State Employees Credit Union are proactive, results driven, and fully committed to the Credit Union's mission and vision. They strive to achieve the highest standards of excellence and consistently exceed the expectations established by Credit Union Management.

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.

Requirements

• 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, including but not limited to:
• 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.

Skills

Required

• Ability to type

Benefits

• Great careers come with great benefits! State Employees Credit Union offers a highly competitive benefits package and a rewarding opportunity to grow with an organization that values its employees.