Financial Customer/Member Services Representative

Sperry Federal Credit Union
Job Description

Sperry Federal Credit Union is a community-based financial institution serving Long Islanders for over 80 years.

Position Location:  This position is based in our Garden City Park, New York Headquarters.
Reports To:  Branch Manager
Essential Duties and Responsibilities
  • Assist Members with intake application process of all Credit Union loans.
  • Process wire transfers and stop payments, complete transfers of funds, and handle opening and closing of accounts, etc.
  • Provide comprehensive advice during each Member interaction to create a positive Member Service experience, addressing Members’ financial needs.
  • Ensure Members’ needs are handled timely and accurately, escalating issues as necessary.
  • Engage Members in conversation regarding their current and future financial needs.
  • Educate Members about Sperry Federal Credit Union products and services.
  • Cross sell Sperry solutions to provide multi-services for Members and suggest referrals.
  • Sell Members on value and benefits of suggested alternatives and close sales.
  • Responsible for researching Member inquiries and complaints to provide adequate and timely solutions.
  • Process all forms, documents, and data processing input associated with credit and debit card services.
  • Handle special projects as required by management.
  • College degree required.
  • Prior financial background required – Credit Union a major plus.
  • Customer service experience preferred.
  • NMLS Certification or ability to secure within three months required.
  • Notary Public Certification or willingness to obtain designation within three months necessary.
  • Ability to work flexible schedule, including evenings and Saturdays.
  • Professional, courteous, and friendly demeanor required.
  • Excellent written and oral communication skills necessary.
  • Must be organized and detail oriented.
  • Great follow-up skills essential to ensure Members’ satisfaction!
  • Bilingual Spanish a plus.
Interested candidates, please submit your resume, with salary requirements, to:
Sperry Federal Credit Union is committed to creating a diverse environment and proud to be an equal opportunity employer.
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