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Personal Service Representative Albuquerque Branch - State Employees Credit Union
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 performs 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.
• Performs all other assigned duties.
Required Skills/Abilities:
• Excellent verbal and written communication skills are necessary
• Strong attention to detail
• Must me 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:
Must be capable to execute all terms & conditions set forth in the Employee Handbook, including but not limited to:
• 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:
GENERAL REQUIREMENTS:
Must be capable to execute all terms and conditions set forth in the Employee Handbook, including but not limited to:
PHYSICAL REQUIREMENTS:
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.
Personal Service Representative Albuquerque Branch professionals in Albuquerque
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John Lake
IT Professional