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Summit Federal Credit Union
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  • Job DescriptionJob DescriptionSTATUS: Full time / Non-Exempt REPORTS T... Read More
    Job DescriptionJob Description

    STATUS: Full time / Non-Exempt

    REPORTS TO: Branch Manager

    LOCATION: Rochester Region

    RATE: $24.00 per hour

    HOURS: 37.50 hours per week

    SCHEDULE: Monday 8:30 – 4:30 / Tuesday 8:30 – 4:30 / Wednesday 9:30 – 4:30 / Thursday 8:30 – 5:30 / Friday 8:30 – 6:30 / Saturday 8:30 – 1:30*

    *Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month.

    Position Overview


    The primary function of the Floating Member Service Specialist (MSS) is to uncover members’ needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Member Service Specialist provides members with accurate information, regarding the credit union’s products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Member Service Specialist will be assigned to various branch locations, throughout the Rochester region.


    Essential Functions


    Member Service Desk:


    Promote and cross-sell credit union products and services that best suit our members’ needs.Meet sales goals as determined by management. Initiate contact with members to discuss unaddressed needs. Ask for business referrals from satisfied members.Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone.Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc. Responsible for balancing daily work.Build in next steps with members to address future needs.Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person.Adhere to credit union and departmental policies and procedures.Update and document information learned about members on the system.

    Teller Station:

    Accurately process transactions. Adhere to credit union policies and branch/departmental procedures. Make appropriate and timely suggestions about products and services to members.Make effective referrals to other specialists when appropriate.

    Other


    Update and document information learned about members on the system. Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.Assist in various duties upon management’s request.Participate in special projects as assigned by management. Work overtime when requested by management.

    Qualifications

    Education/Experience: An equivalent combination of the following:

    High School Diploma/Equivalency required.Minimum one-two years’ prior Teller experience.

    Skills

    Strong math and keyboarding skills.Effective communication skills, including listening skills, to build relationships and member loyalty.Excellent interpersonal skills to create positive member experience.Ability to cross-sell products and services.Strong attention to detail and excellent organizational skills.

    Working Environment

    Must be able to sit and or stand for an extended period of time in a normal office environment.Occasional lifting required.

    Licensure Requirements

    In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.

    EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.


    Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

    *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    Read Less
  • Job DescriptionJob DescriptionSTATUS: Full time / Non-Exempt REPORTS T... Read More
    Job DescriptionJob Description

    STATUS: Full time / Non-Exempt

    REPORTS TO: Branch Manager

    LOCATION: Rochester Region

    RATE: $24.00 per hour

    HOURS: 37.50 hours per week

    SCHEDULE: Monday 8:30 – 4:30 / Tuesday 8:30 – 4:30 / Wednesday 9:30 – 4:30 / Thursday 8:30 – 5:30 / Friday 8:30 – 6:30 / Saturday 8:30 – 1:30*

    *Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month.

    Position Overview


    The primary function of the Floating Member Service Specialist (MSS) is to uncover members’ needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Member Service Specialist provides members with accurate information, regarding the credit union’s products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Member Service Specialist will be assigned to various branch locations, throughout the Rochester region.


    Essential Functions


    Member Service Desk:


    Promote and cross-sell credit union products and services that best suit our members’ needs.Meet sales goals as determined by management. Initiate contact with members to discuss unaddressed needs. Ask for business referrals from satisfied members.Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone.Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc. Responsible for balancing daily work.Build in next steps with members to address future needs.Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person.Adhere to credit union and departmental policies and procedures.Update and document information learned about members on the system.

    Teller Station:

    Accurately process transactions. Adhere to credit union policies and branch/departmental procedures. Make appropriate and timely suggestions about products and services to members.Make effective referrals to other specialists when appropriate.

    Other


    Update and document information learned about members on the system. Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.Assist in various duties upon management’s request.Participate in special projects as assigned by management. Work overtime when requested by management.

    Qualifications

    Education/Experience: An equivalent combination of the following:

    High School Diploma/Equivalency required.Minimum one-two years’ prior Teller experience.

    Skills

    Strong math and keyboarding skills.Effective communication skills, including listening skills, to build relationships and member loyalty.Excellent interpersonal skills to create positive member experience.Ability to cross-sell products and services.Strong attention to detail and excellent organizational skills.

    Working Environment

    Must be able to sit and or stand for an extended period of time in a normal office environment.Occasional lifting required.

    Licensure Requirements

    In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.

    EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.


    Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

    *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    Read Less
  • Job DescriptionJob DescriptionSTATUS: Full time / Non-Exempt REPORTS T... Read More
    Job DescriptionJob Description

    STATUS: Full time / Non-Exempt

    REPORTS TO: Branch Manager

    LOCATION: Rochester Region

    RATE: $24.00 per hour

    HOURS: 37.50 hours per week

    SCHEDULE: Monday 8:30 – 4:30 / Tuesday 8:30 – 4:30 / Wednesday 9:30 – 4:30 / Thursday 8:30 – 5:30 / Friday 8:30 – 6:30 / Saturday 8:30 – 1:30*

    *Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month.

    Position Overview


    The primary function of the Floating Member Service Specialist (MSS) is to uncover members’ needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Member Service Specialist provides members with accurate information, regarding the credit union’s products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Member Service Specialist will be assigned to various branch locations, throughout the Rochester region.


    Essential Functions


    Member Service Desk:


    Promote and cross-sell credit union products and services that best suit our members’ needs.Meet sales goals as determined by management. Initiate contact with members to discuss unaddressed needs. Ask for business referrals from satisfied members.Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone.Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc. Responsible for balancing daily work.Build in next steps with members to address future needs.Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person.Adhere to credit union and departmental policies and procedures.Update and document information learned about members on the system.

    Teller Station:

    Accurately process transactions. Adhere to credit union policies and branch/departmental procedures. Make appropriate and timely suggestions about products and services to members.Make effective referrals to other specialists when appropriate.

    Other


    Update and document information learned about members on the system. Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.Assist in various duties upon management’s request.Participate in special projects as assigned by management. Work overtime when requested by management.

    Qualifications

    Education/Experience: An equivalent combination of the following:

    High School Diploma/Equivalency required.Minimum one-two years’ prior Teller experience.

    Skills

    Strong math and keyboarding skills.Effective communication skills, including listening skills, to build relationships and member loyalty.Excellent interpersonal skills to create positive member experience.Ability to cross-sell products and services.Strong attention to detail and excellent organizational skills.

    Working Environment

    Must be able to sit and or stand for an extended period of time in a normal office environment.Occasional lifting required.

    Licensure Requirements

    In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.

    EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.


    Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

    *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    Read Less
  • Job DescriptionJob DescriptionSTATUS: Full time / Non-Exempt REPORTS T... Read More
    Job DescriptionJob Description

    STATUS: Full time / Non-Exempt

    REPORTS TO: Branch Manager

    LOCATION: Rochester Region

    RATE: $24.00 per hour

    HOURS: 37.50 hours per week

    SCHEDULE: Monday 8:30 – 4:30 / Tuesday 8:30 – 4:30 / Wednesday 9:30 – 4:30 / Thursday 8:30 – 5:30 / Friday 8:30 – 6:30 / Saturday 8:30 – 1:30*

    *Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month.

    Position Overview


    The primary function of the Floating Member Service Specialist (MSS) is to uncover members’ needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Member Service Specialist provides members with accurate information, regarding the credit union’s products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Member Service Specialist will be assigned to various branch locations, throughout the Rochester region.


    Essential Functions


    Member Service Desk:


    Promote and cross-sell credit union products and services that best suit our members’ needs.Meet sales goals as determined by management. Initiate contact with members to discuss unaddressed needs. Ask for business referrals from satisfied members.Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone.Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc. Responsible for balancing daily work.Build in next steps with members to address future needs.Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person.Adhere to credit union and departmental policies and procedures.Update and document information learned about members on the system.

    Teller Station:

    Accurately process transactions. Adhere to credit union policies and branch/departmental procedures. Make appropriate and timely suggestions about products and services to members.Make effective referrals to other specialists when appropriate.

    Other


    Update and document information learned about members on the system. Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.Assist in various duties upon management’s request.Participate in special projects as assigned by management. Work overtime when requested by management.

    Qualifications

    Education/Experience: An equivalent combination of the following:

    High School Diploma/Equivalency required.Minimum one-two years’ prior Teller experience.

    Skills

    Strong math and keyboarding skills.Effective communication skills, including listening skills, to build relationships and member loyalty.Excellent interpersonal skills to create positive member experience.Ability to cross-sell products and services.Strong attention to detail and excellent organizational skills.

    Working Environment

    Must be able to sit and or stand for an extended period of time in a normal office environment.Occasional lifting required.

    Licensure Requirements

    In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.

    EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.


    Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

    *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    Read Less
  • Job DescriptionJob DescriptionSTATUS: Full time / Non-Exempt REPORTS T... Read More
    Job DescriptionJob Description

    STATUS: Full time / Non-Exempt

    REPORTS TO: Branch Manager

    LOCATION: Rochester Region

    RATE: $24.00 per hour

    HOURS: 37.50 hours per week

    SCHEDULE: Monday 8:30 – 4:30 / Tuesday 8:30 – 4:30 / Wednesday 9:30 – 4:30 / Thursday 8:30 – 5:30 / Friday 8:30 – 6:30 / Saturday 8:30 – 1:30*

    *Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month.

    Position Overview


    The primary function of the Floating Member Service Specialist (MSS) is to uncover members’ needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Member Service Specialist provides members with accurate information, regarding the credit union’s products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Member Service Specialist will be assigned to various branch locations, throughout the Rochester region.


    Essential Functions


    Member Service Desk:


    Promote and cross-sell credit union products and services that best suit our members’ needs.Meet sales goals as determined by management. Initiate contact with members to discuss unaddressed needs. Ask for business referrals from satisfied members.Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone.Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc. Responsible for balancing daily work.Build in next steps with members to address future needs.Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person.Adhere to credit union and departmental policies and procedures.Update and document information learned about members on the system.

    Teller Station:

    Accurately process transactions. Adhere to credit union policies and branch/departmental procedures. Make appropriate and timely suggestions about products and services to members.Make effective referrals to other specialists when appropriate.

    Other


    Update and document information learned about members on the system. Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.Assist in various duties upon management’s request.Participate in special projects as assigned by management. Work overtime when requested by management.

    Qualifications

    Education/Experience: An equivalent combination of the following:

    High School Diploma/Equivalency required.Minimum one-two years’ prior Teller experience.

    Skills

    Strong math and keyboarding skills.Effective communication skills, including listening skills, to build relationships and member loyalty.Excellent interpersonal skills to create positive member experience.Ability to cross-sell products and services.Strong attention to detail and excellent organizational skills.

    Working Environment

    Must be able to sit and or stand for an extended period of time in a normal office environment.Occasional lifting required.

    Licensure Requirements

    In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.

    EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.


    Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

    *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    Read Less
  • Job DescriptionJob DescriptionSTATUS: Full time / Non-Exempt REPORTS T... Read More
    Job DescriptionJob Description

    STATUS: Full time / Non-Exempt

    REPORTS TO: Branch Manager

    LOCATION: Rochester Region

    RATE: $24.00 per hour

    HOURS: 37.50 hours per week

    SCHEDULE: Monday 8:30 – 4:30 / Tuesday 8:30 – 4:30 / Wednesday 9:30 – 4:30 / Thursday 8:30 – 5:30 / Friday 8:30 – 6:30 / Saturday 8:30 – 1:30*

    *Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month.

    Position Overview


    The primary function of the Floating Member Service Specialist (MSS) is to uncover members’ needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Member Service Specialist provides members with accurate information, regarding the credit union’s products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Member Service Specialist will be assigned to various branch locations, throughout the Rochester region.


    Essential Functions


    Member Service Desk:


    Promote and cross-sell credit union products and services that best suit our members’ needs.Meet sales goals as determined by management. Initiate contact with members to discuss unaddressed needs. Ask for business referrals from satisfied members.Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone.Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc. Responsible for balancing daily work.Build in next steps with members to address future needs.Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person.Adhere to credit union and departmental policies and procedures.Update and document information learned about members on the system.

    Teller Station:

    Accurately process transactions. Adhere to credit union policies and branch/departmental procedures. Make appropriate and timely suggestions about products and services to members.Make effective referrals to other specialists when appropriate.

    Other


    Update and document information learned about members on the system. Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.Assist in various duties upon management’s request.Participate in special projects as assigned by management. Work overtime when requested by management.

    Qualifications

    Education/Experience: An equivalent combination of the following:

    High School Diploma/Equivalency required.Minimum one-two years’ prior Teller experience.

    Skills

    Strong math and keyboarding skills.Effective communication skills, including listening skills, to build relationships and member loyalty.Excellent interpersonal skills to create positive member experience.Ability to cross-sell products and services.Strong attention to detail and excellent organizational skills.

    Working Environment

    Must be able to sit and or stand for an extended period of time in a normal office environment.Occasional lifting required.

    Licensure Requirements

    In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.

    EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.


    Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

    *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    Read Less
  • Job DescriptionJob DescriptionSTATUS: Full time / Non-Exempt REPORTS T... Read More
    Job DescriptionJob Description

    STATUS: Full time / Non-Exempt

    REPORTS TO: Branch Manager

    LOCATION: Rochester Region

    RATE: $24.00 per hour

    HOURS: 37.50 hours per week

    SCHEDULE: Monday 8:30 – 4:30 / Tuesday 8:30 – 4:30 / Wednesday 9:30 – 4:30 / Thursday 8:30 – 5:30 / Friday 8:30 – 6:30 / Saturday 8:30 – 1:30*

    *Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month.

    Position Overview


    The primary function of the Floating Member Service Specialist (MSS) is to uncover members’ needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Member Service Specialist provides members with accurate information, regarding the credit union’s products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Member Service Specialist will be assigned to various branch locations, throughout the Rochester region.


    Essential Functions


    Member Service Desk:


    Promote and cross-sell credit union products and services that best suit our members’ needs.Meet sales goals as determined by management. Initiate contact with members to discuss unaddressed needs. Ask for business referrals from satisfied members.Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone.Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc. Responsible for balancing daily work.Build in next steps with members to address future needs.Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person.Adhere to credit union and departmental policies and procedures.Update and document information learned about members on the system.

    Teller Station:

    Accurately process transactions. Adhere to credit union policies and branch/departmental procedures. Make appropriate and timely suggestions about products and services to members.Make effective referrals to other specialists when appropriate.

    Other


    Update and document information learned about members on the system. Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.Assist in various duties upon management’s request.Participate in special projects as assigned by management. Work overtime when requested by management.

    Qualifications

    Education/Experience: An equivalent combination of the following:

    High School Diploma/Equivalency required.Minimum one-two years’ prior Teller experience.

    Skills

    Strong math and keyboarding skills.Effective communication skills, including listening skills, to build relationships and member loyalty.Excellent interpersonal skills to create positive member experience.Ability to cross-sell products and services.Strong attention to detail and excellent organizational skills.

    Working Environment

    Must be able to sit and or stand for an extended period of time in a normal office environment.Occasional lifting required.

    Licensure Requirements

    In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.

    EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.


    Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

    *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    Read Less
  • Job DescriptionJob DescriptionSTATUS: Full time / Non-Exempt REPORTS T... Read More
    Job DescriptionJob Description

    STATUS: Full time / Non-Exempt

    REPORTS TO: Branch Manager

    LOCATION: Rochester Region

    RATE: $24.00 per hour

    HOURS: 37.50 hours per week

    SCHEDULE: Monday 8:30 – 4:30 / Tuesday 8:30 – 4:30 / Wednesday 9:30 – 4:30 / Thursday 8:30 – 5:30 / Friday 8:30 – 6:30 / Saturday 8:30 – 1:30*

    *Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month.

    Position Overview


    The primary function of the Floating Member Service Specialist (MSS) is to uncover members’ needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Member Service Specialist provides members with accurate information, regarding the credit union’s products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Member Service Specialist will be assigned to various branch locations, throughout the Rochester region.


    Essential Functions


    Member Service Desk:


    Promote and cross-sell credit union products and services that best suit our members’ needs.Meet sales goals as determined by management. Initiate contact with members to discuss unaddressed needs. Ask for business referrals from satisfied members.Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone.Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc. Responsible for balancing daily work.Build in next steps with members to address future needs.Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person.Adhere to credit union and departmental policies and procedures.Update and document information learned about members on the system.

    Teller Station:

    Accurately process transactions. Adhere to credit union policies and branch/departmental procedures. Make appropriate and timely suggestions about products and services to members.Make effective referrals to other specialists when appropriate.

    Other


    Update and document information learned about members on the system. Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.Assist in various duties upon management’s request.Participate in special projects as assigned by management. Work overtime when requested by management.

    Qualifications

    Education/Experience: An equivalent combination of the following:

    High School Diploma/Equivalency required.Minimum one-two years’ prior Teller experience.

    Skills

    Strong math and keyboarding skills.Effective communication skills, including listening skills, to build relationships and member loyalty.Excellent interpersonal skills to create positive member experience.Ability to cross-sell products and services.Strong attention to detail and excellent organizational skills.

    Working Environment

    Must be able to sit and or stand for an extended period of time in a normal office environment.Occasional lifting required.

    Licensure Requirements

    In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.

    EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.


    Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

    *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    Read Less
  • Job DescriptionJob DescriptionSTATUS: Part-time / Non-Exempt REPORTS T... Read More
    Job DescriptionJob Description

    STATUS: Part-time / Non-Exempt

    REPORTS TO: Manager, Member Service Center

    LOCATION: Corporate Office

    COMPENSATION: The starting hourly wage for this position is expected to be between $20.00-$21.00 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law.

    HOURS: 29.5 hours per week

    SCHEDULE: Shifts during the following hours of operation: Monday – Friday 11am-4pm, Saturday 8:30am – 1:30pm

    Work with a dynamic, small group of 30 team members who provide exceptional service to our members, over the phone!

    Position Overview


    The primary function of the Member Service Center Representative I is to perform routine transactions and answer account inquiries, over the phone. This includes, but is not limited to, transaction/statement reviews, transfers, loan payments, balance inquiries, check withdrawals and assistance with Online Banking. The Member Service team continues to put the member first as we provide financial solutions and seamless use of our digital channels.

    Perform all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values.


    Essential Functions

    Perform various financial transactions and inquiry requests accurately and efficiently. Solve for member immediate needs by asking high impact questions and having a strong understanding of The Summit’s products, services and programs and the benefits they offer.Provide members with accurate information on the credit union’s products and services in an effective and professional manner while striving for first call resolution.Follows the defined Quality Assurance program to allow for exceptional member experience.Meet assigned sales goals as determined by management.Display excellent interpersonal skills, being able to interact professionally and effectively with members over the telephone.Adhere to credit union and departmental policies and procedures.Maintain strict adherence to security protocols for identifying members.Promote a positive and professional environment based on The Summit’s core values.

    Other

    Update and document information learned about members. Assist in various duties upon management’s request.Participate in special projects as assigned by management. Work overtime when requested by management.

    Qualifications

    Education/Experience: An equivalent combination of the following:

    Education: High School Diploma or GED equivalentExperience: One to two years’ prior teller, call center or member/customer experience preferredSales experience preferred.Knowledge of Microsoft Windows and Microsoft Office Suite.Capable of advancing to a MSCR II position, as it becomes available, within one year of employment.

    Skills/Abilities/Knowledge

    Strong critical thinking skills Strong math and keyboarding skills.Ability to listen and communicate effectively.Ability to read, comprehend and explain transaction history and account activity.Excellent interpersonal skills to create a positive member experience.Strong attention to detail and excellent organizational skills.Microsoft Office Suite, particularly: Outlook, Word, and ExcelOffice equipment (i.e. calculators, computers, printers, copiers, multi-line phone systems and fax machines)Intranet/Internet, navigation of web-based vendor systems, and utilization of teller & banking software.

    .

    Licensure Requirements

    In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.

    Working Environment

    Must be able to sit and/or stand for extended periods of time. Occasional lifting required. Lifting (5-10 pounds)Standing/Sitting extended periods of time, while working in front of computer monitorTyping / Data EntryProfessional Office EnvironmentOverhead Lighting

    EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

    Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

    *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    Read Less
  • Job DescriptionJob DescriptionSTATUS: Full time / Non-Exempt REPORTS T... Read More
    Job DescriptionJob Description

    STATUS: Full time / Non-Exempt

    REPORTS TO: Director, Member Service Center

    LOCATION: Corporate Office, Erie Blvd Branch

    COMPENSATION: The starting hourly wage for this position is expected to be between $20.50 - $21.50 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law.

    HOURS: 37.5 hours per week

    SCHEDULE: Shifts during the following hours of operation: Monday – Friday 8:00am – 6:00pm, Saturday 8:00am – 2:00pm

    Work with a dynamic, small group of 30 team members who provide exceptional service to our members, over the phone!

    Position Overview


    The primary function of the Member Service Center Representative I is to perform routine transactions and answer account inquiries, over the phone. This includes, but is not limited to, transaction/statement reviews, transfers, loan payments, balance inquiries, check withdrawals and assistance with Online Banking. The Member Service team continues to put the member first as we provide financial solutions and seamless use of our digital channels.

    Perform all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values.


    Essential Functions


    Perform various financial transactions and inquiry requests accurately and efficiently. Solve for member immediate needs by asking high impact questions and having a strong understanding of The Summit’s products, services and programs and the benefits they offer.Provide members with accurate information on the credit union’s products and services in an effective and professional manner while striving for first call resolution.Follows the defined Quality Assurance program to allow for exceptional member experience.Meet assigned sales goals as determined by management.Display excellent interpersonal skills, being able to interact professionally and effectively with members over the telephone.Adhere to credit union and departmental policies and procedures.Maintain strict adherence to security protocols for identifying members.Promote a positive and professional environment based on The Summit’s core values.

    Other

    Update and document information learned about members. Assist in various duties upon management’s request.Participate in special projects as assigned by management. Work overtime when requested by management.

    Qualifications

    Education/Experience: An equivalent combination of the following:

    Education: High School Diploma or GED equivalentExperience: One to two years’ prior teller, call center or member/customer experience preferredSales experience preferred.Knowledge of Microsoft Windows and Microsoft Office Suite.Capable of advancing to a MSCR II position, as it becomes available, within one year of employment.

    Skills/Abilities/Knowledge

    Strong critical thinking skills Strong math and keyboarding skills.Ability to listen and communicate effectively.Ability to read, comprehend and explain transaction history and account activity.Excellent interpersonal skills to create a positive member experience.Strong attention to detail and excellent organizational skills.Microsoft Office Suite, particularly: Outlook, Word, and ExcelOffice equipment (i.e. calculators, computers, printers, copiers, multi-line phone systems and fax machines)Intranet/Internet, navigation of web-based vendor systems, and utilization of teller & banking software.


    Licensure Requirements

    In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.

    Working Environment

    Must be able to sit and/or stand for extended periods of time. Occasional lifting required. Lifting (5-10 pounds)Standing/Sitting extended periods of time, while working in front of computer monitorTyping / Data EntryProfessional Office EnvironmentOverhead Lighting

    EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

    Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

    *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    Read Less

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