1 PERSONAL BANKER/MEMBER SERVICES OFFICER Job in Santa Fe, NM
Sandia Area Federal Credit Union is Hiring a PERSONAL BANKER/MEMBER SERVICES OFFICER Near Santa Fe, NM
Job Location
Santa Fe, NM
Position Type
Full Time
Education Level
High School Degree or Equivalent
Job Shift
Day
Job Category
Sales
Description
Need to know:
Location:
Santa Fe, NM
Schedule:
Must be able to work a flexible schedule totaling 40 hours a week.
Monday - Thursday 8:30a - 5:30p
Friday8:30a - 5:30p
Saturday 8:30 - 1:30p
What we can offer you:
Medical, Dental, & Vision
Optional Insurance Coverages Available
Tuition Reimbursement
Performance & Referral Incentives
Paid Holidays
Vacation, Birthday, Floating Holiday, Sick leave
401(k) with Employer Match
Pension Plan
OVERALL JOB PURPOSE
Provides prompt and professional assistance to members by educating them on Credit Union products and services, establishing new accounts, performing maintenance on existing accounts, and processing loan paperwork while actively cross-selling Credit Union products and services.
DUTIES AND RESPONSIBILITIES
- Provides exceptional service to members and potential members while working collaboratively with the Team to achieve an excellent member experience.
- Sells products and/or services to meet members' needs and achieve Credit Union goals and objectives. Meets/exceeds sales goals established by the Credit Union monthly.
- Performs routine transactions, including but not limited to opening savings/checking accounts, IRAs, money markets, and certificates; ordering checks, ATM/debit cards, and research requests; processing account disputes address changes, delete/add joint owner requests, and other account maintenance; resolving product or service issues or disputes; assisting members with payroll and direct deposit questions, etc.
- Maintains IRA and certificate guidelines and informs members of new and existing federal laws and regulations regarding these products.
- Analyzes credit bureau reports to effectively cross-sell Credit Union products and services based on individual member needs.
- Performs loan interviews, gathering background information on loan applicants such as consumer reports, employment/income verification, residence information, etc. top, to provide to the Loan Officer and works collaboratively with the Lending Center to ensure an excellent member experience.
- Prepares and processes loan paperwork, reviews loan documentation for accuracy and completeness, disburses loan proceeds, processes loan payoffs, and performs appropriate system maintenance/updates.
KNOWLEDGE, SKILLS, AND ABILITIES
- Excellent inter-personal communication skills to ascertain members' needs and handle member issues.
- Must be at ease offering Credit Union products and services.
- Excellent oral and written communication skills.
- Analytical ability where problems are complex (i.e. transaction or loan problems).
- The ability to adjust priorities to meet deadlines.
- Must be able to lift up to 10 lbs.
- High school diploma or GED required.
- One to three years of customer service and sales experience.
#indeed02
Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.
SAFCU provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Job Summary
Full Time
$39k-50k (estimate)
04/23/2024
05/12/2024
sandia.org
ALBUQUERQUE, NM
100 - 200
1956
JOE BACA
$10M - $50M
Business Services
Related Companies
About Sandia Area Federal Credit Union
Sandia Area Federal Credit Union is the states fifth largest credit union with locations in Albuquerque, Rio Rancho, and Santa Fe. We are a member-owned financial co-op that is federally insured by NCUA. We extend membership to people and organizations who embrace the values of Permaculture, or live, work, worship, volunteer, or attend school in the city of Rio Rancho, or Bernalillo, Cibola, Torrance, or Valencia county. Our members have access to nearly 30,000 free ATMs nationwide, state-of-the-art Mobile and Online Banking, and protection when using debit cards through EMV chip technology. S...andia Area offers complete banking solutions for all your business needs regardless of the size. Whether you're a sole proprietor, a non-profit, or large enterprise organization, Sandia Area offers Better Business Banking solutions, an exceptional member experience, and local, personalized service you cant find anywhere else. Partner with Sandia Area to achieve your business objectives, and start growing with a credit union who understands local business. Looking for a long-term career that offers professional advancement and growth? Join Sandia Area Federal Credit Union. Our employee benefit package includes comprehensive medical, dental, and vision, a 401(k) with employer match, a defined benefit pension plan, paid federal holidays, paid vacation, paid birthday leave, paid sick leave, and competitive salaries and incentives. Visit sandia.org/careers to view our current openings. We are committed to improving the well-being of our members, our community, and our environment. We actively contribute donations and sponsorship's to nonprofits that align with our 4 pillars of community support, including: Community Outreach, Environment and Permaculture, Education and STEAM, and military members and their families.
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