Job Description
Banking Telephone Customer Service Representative
About the Company:
Nassau Financial Federal Credit Union was originally chartered as the Nassau County Court House Employees Federal Credit Union on May 18, 1936. Over the years its charter was expanded to include other local government jurisdictions and entities in its field of membership and its name was changed to Nassau County Employees FCU in 1969 and eventually to Nassau County FCU in 1991.
In 2004 we converted to a community charter, allowing us to serve anyone who lives, works, worships, volunteers or attends school in Nassau County and, in 2005, we therefore changed our name again to Nassau Financial Federal Credit Union. We have grown to over $250 million in assets, serving over 27,000 members in four locations with additional offices available through the shared service center network.
Job Description: Call Center Customer Service Representative
Provide assistance to members with regard to all Nassau Financial FCU loan and savings products. Ascertain member’s overall financial needs and counsel them for appropriate Nassau Financial FCU products.
Essential Duties/Responsibilities:
- Responsible for answering questions, opening and processing new accounts for all existing share account and consumer loan products.
- Knowledge of and handling of payroll deduction requests.
- Handle requests in a professional, prompt and efficient manner.
- Effectively explain credit union products and services to customers. Cross-sell products and services when appropriate.
- Process account inquiries, address changes, closing accounts, and account maintenance requests as directed by members within credit union policies and procedures
- Reconcile all transactions on a daily basis to IT system.
- Refer member contact to appropriate Department Manager, Supervisor or Senior Customer Service Representative if unable to assist member.
- Remain current on changes within the legal, regulatory, economic, competitive and technology environments which may affect share and consumer lending program.
- Responsible for properly maintaining share and consumer loan information on computer and all follow-up paperwork.
- Conduct interviews to develop information concerning a customer's financial needs.
- Act on customer loan requests within designated lending authority.
- Refer loans for further review and approval by a Senior Customer Service Representative.
- Process member death claims, including the filing of share life insurance
claims.
Job Requirements
Hours For This Position Are:
Mondays & Wednesdays, (11:30 - 5) and Fridays (12 - 6)
This job requires a minimum of 2 years of experience in a Financial, (Bank and/or Credit Union) Call Center environment.
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