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Part Time Call Center Representative (Solutions Specialist)

SEFCU Albany, NY
  • Expired: over a month ago. Applications are no longer accepted.
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!

This is a Part Time position that requires shifts on 4 days, with a minimum of 20 hours per week.Hours of operation:Monday-Friday from 8AM-6PMSaturday from 8AM-2PM

Overview of Your Role

If you are a problem solver who likes to "think on your feet" and take initiative as our member's primary point of contact, this is the right role for you. The Solutions Specialist is a face-paced, multi-functional position, responsible for all facets of member service. Express your individuality to establish, retain, and deepen relationships with our members. Respond to telephone requests and handle complex member inquiries from start to finish. Kick-start your career in financial services while enjoying a comfortable atmosphere and supporting members who need your expertise. Immerse yourself in a culture of unmatched member service, continuous change and improvement, teamwork, fun, and wellness, and help support SEFCU's mission of "Changing Lives Every Day".

Accountabilities and Responsibilities

+ Promote SEFCU products and services

+ 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 Touch? Sales and Service systems

+ Basic account and transaction 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/interpreting payroll deductions and distribution

+ Tracking check orders

+ Accessing and interpreting ATM and MasterCard information

+ Solicits loan applications taking advantage of all cross sale opportunities, including CUNA insurance

+ 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, 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 are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.

SEFCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at

At SEFCU, you'll find more than just a job, you'll be part of realizing our mission of Changing Lives Every Day. We'll help you grow personally and professionally, and provide you the opportunity to use your strengths and passion to unleash your potential. The foundation of our success is truly our employees. As we work together to serve our members and our communities, we rely on our collective talents to create and deliver superior financial products and exceptional service that are uniquely SEFCU. The following tenets are the heart and soul of our culture and central to how we do business:

+ Community Betterment - People helping people is a way of life at SEFCU. Work diligently to support our communities and inspire others to do the same.

+ Fun and Wellness - A balance of mind, body, and spirit leads to satisfaction, engagement, and mutual success. Have fun while working hard.

+ Continuous Improvement and Change - Model and embrace behaviors and attitudes that support and advocate for current and future growth opportunities.

+ Teamwork - Build open, honest, and supportive relationships. Foster a collaborative environment of respect, empathy, open communication, and trust.

+ Member Service - Always be approachable, empathetic, and positive while delivering high-quality service to colleagues and members alike.



Albany, NY