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Call Center Representative (Solutions Specialist)

   Closing Date: Mar. 01, 2018

Job Location: Albany - Albany County
Employment Type:Full Time
Benefits:Partially paid health and dental insurance, flexible spending accounts for dependent and medical expenses, Profit Sharing retirement plan, 401k with employer match, paid time off, paid holidays, tuition reimbursement, FREE on-site fitness center, FREE LUNCH every day!


Overview of Your Role
This is a multi-functional position, responsible for all facets of member sales and service. Establish, retain, and deepen relationships with members and potential members to achieve sales goals and provide quality member service. Respond to telephone requests for withdrawals, transfers and, member inquiries, take loan applications resolve issues, recognize and refer cross-sell opportunities. Support other employees in sales efforts. Supports SEFCU’s culture including, member service, change, continuous improvement, teamwork, fun, and wellness. Engages in community service activities.


Accountabilities and Responsibilities
•Promote SEFCU products and services in accordance with Performance Excellence Sales and Service Standards (listed above)
•Provide quality Investment & Insurance referrals
•Work to achieve personal and department sales goals
•Promote general mortgage services, i.e. home equity, mortgage match
•Initiate request for refund of fees with supervisory approval
•Attend all appropriate job related external and in-house training provided by SEFCU and departmental staff meetings
•Maintain proficiency in all technical applications including: the MasterCard system, Intranet, Internet, and has in-depth knowledge of the Harland Ultra Data (FSP), and Touché Sales and Service systems
•Basic account responsibilities include but are not limited to:◦Opening new sub share accounts
◦reconciles and researches member accounts to solve member issues as needed
◦Opening/closing CD's/IRA's
◦Starting/stopping/intepreting payroll deductions and distribution
◦Tracking check orders
◦Accessing and interpreting ATM and MasterCard information
◦Closes existing accounts when requested
◦Solicits loan applications taking advantage of all cross sale opportunities
◦Including CUNA insurance
◦Basic transaction responsibilities include but are not limited to;
◦Performing financial transactions including telephone requests for withdrawals, transfers, lines of credit, MasterCard payments, etc.
◦Performing related account functions such as balance inquiries, account
◦Histories, file maintenance for payroll screens, etc.
◦Other duties as needed.


Credentials, Experience and Skills
•High school diploma or general education degree (GED) and customer service and/or hospitality experience.
•Your ability to be bonded is required

We offer a comprehensive benefits package, including partially paid health and dental insurance, flexible spending accounts, 401(k) with employer match, tuition assistance, and much more!

Apply Online at


SEFCU Human Resources 700 Patroon Creek Boulevard
Albany, NY 12206

Equal Opportunity Employer, females, minorities, individuals with a disability, protected veterans, sexual orientation, gender identity.
Apply Now
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