What are the responsibilities and job description for the Customer Service Representative position at Suffolk Credit Union?
Company Overview
\Suffolk Credit Union empowers its members by promoting financial wellness, transparency, and respect.
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Job Description
\As a Financial Services Representative at Suffolk Credit Union, your primary responsibility is to deliver exceptional member experiences.
\This role focuses on building and enhancing relationships through acquisition, retention, and cross-selling strategies within the retail banking environment.
\You will work closely with the Assistant Branch Manager to oversee daily branch operations, ensuring smooth workflows and operational efficiency.
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Key Responsibilities
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- Provide exceptional member experiences. \
- Build and maintain relationships through acquisition, retention, and cross-selling opportunities. \
- Identify and refer opportunities for lending, wealth management, and other services. \
- Collaborate with cross-functional teams to achieve departmental and Credit Union goals. \
- Ensure accuracy, efficiency, and confidentiality in all transactions and tasks. \
- Proactively engage with members through research and outreach for sales and service opportunities. \
- Perform daily Personal Banker responsibilities, including account maintenance, lending processes, and cash handling. \
- Balance member service, sales objectives, and compliance with Credit Union policies and state/federal regulations. \
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Essential Qualifications
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- A high school diploma or equivalency certification. \
- At least 3 years of customer service experience, preferably in a banking environment. \
- Cash handling preferred, supervisory experience required. \
- A notary license required to be obtained within three (3) months of hire. \
- NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired. \
- Bilingual preferred. \
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Benefits
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- Comprehensive benefits, including health plans, lifestyle spending accounts, and 401(k) matching. \
- Support for work-life balance, employee engagement activities, and opportunities for community involvement. \
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Working Conditions
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- Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information. \
- Occasionally required to lift over 45 lbs., such as supply boxes. \
- Occasionally works unusual hours, including Credit Union Days and call nights. \
- Must be available to work a flexible schedule, including Saturdays. \
- Occasionally required to travel up to 50 miles for business needs. \
