PEC REPRESENTATIVE

SAFE Federal Credit Union Inc.; Sumter (SC); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Tuition reimbursement

Paid time off

On-site fitness center

Gym membership reimbursement

Professional development

401(k) match

Profit sharing

Health savings account

Dental coverage

Vision coverage

Disability insurance

Job summary

SAFE Federal Credit Union Inc. in Sumter, SC seeks a member service specialist to provide accurate, friendly service via interactive teller machines and two-way video/audio.

The role focuses on delivering a superior member experience while handling routine deposits, transfers, and cross-sell opportunities. You will work a flexible schedule to support branch hours and maintain security procedures for remote operations, with opportunities to grow through professional development and leadership

Qualifications

• High school diploma or GED required.
• Effective communication on video and strong verbal skills are essential.
• Willingness to work a flexible schedule to accommodate branch hours.

Responsibilities

• Actively listens to member requests and sells/cross-sells services to meet needs.
• Uses problem-solving to resolve issues and make on-the-spot decisions within policy.
• Processes deposits, withdrawals, and transfers; handles loan/credit card payments and fees.
• Ensures accuracy to maintain balancing and member satisfaction.
• Completes address changes, CTRs and SARs as needed.
• Follows security procedures for remote operation of interactive teller machines.
• Promotes credit union promotions, events, and fundraisers.
• Supports Electronic Service department when volume warrants.
• Assists in approving Remote Deposit Capture as needed.
• Other duties as assigned.

Skills

Video communication

Customer service

Education

High school diploma or GED

Job description

• Tuition Reimbursement to Advance Your Education
• Paid Time Off & Federal Holidays
• On-Site Fitness Center (Operations Building)
• Partial Reimbursement for Gym Memberships
• Professional Development & Leadership Programs
• 401(k) Retirement Plan with up to a 5% Match and an additional 5% Profit Sharing
• Health Savings Account, Dental Coverage, Vision
• Short-Term and Long-Term Disability at no cost to Employees
• . . AND MORE!

SUMMARY

Under supervision and in accordance with existing procedures and systems, provides a variety of member service functions accurately and efficiently via interactive teller machine and 2-way video/audio. Primary goal is to enhance member’s experience by providing exceptional, friendly, professional, and consistent service at all times. Effective communication over video is key. Must be willing to work flexible schedule to accommodate operating hours and business needs of branches equipped with interactive teller machines.

ESSENTIAL DUTIES AND RESPONSIBILITIES

include the following:

• · Actively listens to member requests and sells/cross sells services to meet both their perceived and unperceived needs. Actively educates and provides product/service guidance to members.
• · Works independently and utilizes effective problem-solving skills to resolve issues; effectively uses position authority and knowledge of operating and security procedures to make on the spot decisions to include exceptions and adjustments.
• · Processes and qualifies all deposit items, withdrawals, and transfers to and from various accounts. Processes loan and credit card payments and assesses appropriate service charge/fees. Processes loan advances from various credit products.
• · Ensures accuracy in transactions to maintain an acceptable balancing ratio which will in turn increase and/or maintain member satisfaction and confidence.
• · Completes forms for address changes, CTR’s and SAR’s, and relays those forms to the appropriate departments.
• · Responsible for following all established security procedures/protocol as it relates to remote operation of interactive teller machines as well as any supporting activity or infrastructure.
• · Promote and solicit for all credit union sponsored promotions, events, projects, and fundraisers.
• · Supports the Electronic Service department when volume warrants.
• · Assists in approving Remote Deposit Capture as volume requires.
• · Other duties as assigned.

SUPERVISORY RESPONSIBILITIES

No requirement.

PERFORMANCE STANDARDS

The ability to handle transactions accurately. Strong interpersonal skills. Must be comfortable, professional, and friendly on camera. Excellent verbal communication skills (pleasant and articulate telephone voice) and people skills required. Attention to detail and strong organizational skills a must.

QUALIFICATION REQUIREMENTS

To perform this job successfully, an individual must be outgoing, enthusiastic, conscientious, group oriented, open to change and be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

REGULATORY REQUIREMENTS

Regulatory Requirements: Your position has specific procedures that must be followed to comply with Privacy Act, Office of Foreign Assets Control (OFAC), and Bank Secrecy/Patriot Act. You will receive annual training to keep you current on any changes to these policies/procedures to assure compliance. Failure to comply with procedures may cause termination of your position as well as possible monetary penalties from the federal regulatory agency.

EDUCATION and/or EXPERIENCE

High school diploma or general education degree (GED).

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.