Personal Service Representative- St. Michael's Branch

Secunm; Santa Fe (NM); On-site; USD 21,036 - 29,961; Full time

Benefits offered by this job

Competitive benefits package

Job summary

A credit union is seeking a Personal Service Representative in Santa Fe, New Mexico. The role involves acting as a liaison between members and the credit union, providing account information, and handling daily requests. The ideal candidate will have strong verbal and written communication skills, attention to detail, and the ability to work independently. This position offers a competitive benefits package and requires on-site work.

Qualifications

• Excellent verbal and written communication skills are necessary.
• Strong attention to detail is essential.
• Must be able to work independently and adapt to change.

Responsibilities

• Serve as a liaison between members and the credit union.
• Handle account requests and daily credit union needs.
• Perform all teller functions accurately and efficiently.

Skills

Verbal Communication

Written Communication

Attention to Detail

Self-Starter

Adaptability

Positive Attitude

Education

High School Diploma or GED

Job description

POSITION TITLE: Personal Service Representative

REPORTS TO: Assistant Branch Manager

SUPERVISES: No

JOB STATUS: Non-Exempt

JOB GRADE 8: $18.51 Starting Hourly Rate

*This position works on-site. Remote work is not available at this time.

JOB SUMMARY:

This employee will serve as liaison between the member and the credit union and is responsible for providing account information, opening new accounts, and professionally handling members' daily credit union needs. This employee may also possibly handle all types of requests for new loans.

DUTIES/ RESPONSIBILITIES:

• Represent the credit union to the members in a courteous and professional manner and provide prompt, efficient and accurate service in the processing of transactions.
• Accurately perform all teller functions including, but not limited to deposits, withdrawals, transfers, payments, processing of night deposit and mail transactions, cash advances, and issuance of official checks.
• Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership.
• Cross sell deposit, loan and automated services to members and complete all necessary paperwork, and system file maintenance necessary to complete the transaction.
• Cross sell, interview and process all types of loan applications for members.
• Complete all verifications and documents needed for loans and follow up as needed or necessary i.e., title work.
• Perform all other assigned duties.

Required Skills/Abilities:

• Excellent verbal and written communication skills are necessary.
• Strong attention to detail.
• Must be a self-starter and be able to work independently.
• Must be able to adapt to change.
• Patience, tact, enthusiasm, and positive attitude toward the staff, Members and general public.

Travel will be required

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 and federal regulations.

QUALIFICATIONS:

• 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.

PHYSICAL REQUIREMENTS:

• Requires sitting for long periods of time, some standing, walking, kneeling, stooping, bending, lifting, grasping and fine hand coordination. Visual and aural acuity required.
• Finger and hand dexterity required.
• Must be able to lift 15 pounds maximum, with occasional lifting and/or carrying of objects weighing up to 10 pounds.
• Requires ability to remain calm under stressful situations.
• Must be able to access and navigate each department at the organization's facilities.

State Employees Credit Union offers a highly competitive benefits package

Applications must be received by Human Resources

State Employees Credit Union of New Mexico is an Equal Opportunity Employer

Equal Opportunity Employer, including disabled and veterans.