Member Services Representative jobs in Santa Fe, NM

Description

Need to know:

What we can offer you:

OVERALL JOB PURPOSE

Provides prompt and professional assistance to members by educating them on Credit Union products and services, establishing new accounts, performing maintenance on existing accounts, and processing loan paperwork while actively cross-selling Credit Union products and services.

DUTIES AND RESPONSIBILITIES

• Provides exceptional service to members and potential members while working collaboratively with Brancthe h Team to achieve an excellent member experience.

• Sells products and/or services to meet members' needs and achieve Credit Union goals and objectives. Meets/exceeds sales goals established by the Credit Union monthly.

• Performs routine transactions, including but not limited toopening savings/checking accounts, IRAs, money markets, and certificates; ordering checks, ATM/debit cards, and research requests; processing account disputesaddress changes, delete/add joint owner requests, and other account maintenance; resolving product or service issues or disputes; assisting members with payroll and direct deposit questions, etc.

• Maintains IRA and certificate guidelines and informs members of new and existing federal laws and regulations regarding these products.

• Analyzes credit bureau reports to effectively cross-sell Credit Union products and services based on individual member needs.

• Performs loan interviews, gathering background information on loan applicants such as consumer reports, employment/income verification, residence information, etc. to p, to provide to the Loan Officer and works collaboratively with theng Center to ensure an excellent member experience.

• Prepares and processes loan paperwork, reviews loan documentation for accuracy and completeness, disburses loan proceeds, processes loan payoffs, and performs appropriate system maintenance/updates.

Qualifications

KNOWLEDGE, SKILLS, AND ABILITIES

• Excellent inter-personal communication skills to ascertain members' needs and handle member issues.

• Must be at ease offering Credit Union products and services.

• Excellent oral and written communication skills.

• Analytical ability where problems are complex (i.e. transaction or loan problems).

• The ability to adjust priorities to meet deadlines.

• Must be able to lift up to 10 lbs.

EDUCATION AND EXPERIENCE REQUIREMENTS

• High school diploma or GED required.

• One to three years of customer service and sales experience.

*** Please submit an employment application to www.sandia.org/careers ***

Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.

SAFCU provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.