Member Service Concierge

State Employees Credit Union of New Mexico; Santa Fe (NM); On-site; USD 21,593 - 30,754; Full time

Benefits offered by this job

Benefits package

Job summary

State Employees Credit Union of New Mexico is seeking a Member Service Concierge to greet and direct members, answer calls, and route inquiries to the appropriate staff. This on-site role supports multiple departments, assists with basic account information, and helps with daily operational tasks across the lobby and drive-thru areas.

The position emphasizes excellent communication, patience, and a proactive, member-focused approach. On-site work with no remote option currently available.

Qualifications

• Excellent verbal and written communication skills required.
• Must be able to type and operate standard office equipment.
• Patient, tactful, enthusiastic attitude toward members and public.

Responsibilities

• Greet members and answer telephone; refer to appropriate staff.
• Perform other functions for various departments as required.
• Maintain lobby pamphlets/information racks and drive-thru forms.
• Receive, separate and distribute mail.
• Sort manifest bags from branches.
• Assist members with basic new account information.
• Assist Call Center with daily calls (Overload).
• Assist Member Service with stop payments and wires; Bill Pay inquiries.
• Assist with debit card issues, problem solving, and disputes.
• Assist members with Mobile Banking questions and troubleshooting.
• Set up members for online banking; reset passwords and security questions; print e-statements.
• Print checks and order checks/debit cards for members.
• Order supplies for reception area.
• Serve as back-up to teller line.
• Perform other duties as assigned.

Skills

Verbal and written communication

Typing / office machines

Patience and positive attitude

Education

High school diploma or GED

Job description

Member Service Concierge

REPORTS TO: Assistant. Branch Manager

SUPERVISES: N/A

JOB STATUS: Non-Exempt

JOB GRADE 7: Starting pay rate for this position is $19.00 Hourly.

Work Location: This position works on-site. Remote work is not available at this time.

Job Summary

This employee is responsible for greeting and directing members and telephone calls to appropriate staff. All employees of State Employees Credit Union are proactive, result 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.

Duties/Responsibilities

• Greet members and answer telephone; refer members to the appropriate staff.
• Perform other functions for various departments as required.
• Maintain pamphlet/information racks in the lobby, and forms in the drive thru.
• Receive, separate and distribute mail.
• Sort out manifest bags - this mail comes from the branches.
• Assist members with basic new account information.
• Assist the Call Center with basic daily calls (Overload).
• Assist Member Service with stop payments and wires.
• Assist members with Bill Pay inquiries/resolve issues.
• Assist with debit card issues, problem solving, instant issues, and disputes.
• Assist members with Mobile Banking questions, inquiries, and trouble shooting.
• Set up members for online banking, reset passwords, reset security questions, and printing e-statements.
• Print counter checks, order checks, and order debit cards for members as needed.
• Order supplies for reception area.
• Serve as a back‑up to the teller line.
• Performs all other assigned duties.

Required Skills/Abilities

• 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.

Education/Experience

• Must be a graduate of an accredited high school or have the equivalent of a high school diploma (G.E.D. certificate).

General Requirements

• 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 or federal regulations.

Physical Requirements

• 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: State Employees Credit Union offers a highly competitive benefits package.

Equal Opportunity Employer: State Employees Credit Union of New Mexico is an Equal Opportunity Employer. Equal Opportunity Employer, including disabled and veterans.