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South Jersey Federal Credit Union Contact Center Service Rep II in Deptford, New Jersey

Contact Center Service Rep II

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  • Deptford, NJ, USA

  • Hourly

  • Full Time

    Medical, Dental, Vision, 401K, paid holidays, paid time off and incentives.

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    Contact Center Service Rep II


    Education Level High School/ Associates Degree Preferred

    Job Category Banking

    Job Summary:

    Responds to member contact via various mediums regarding inquires related to products and services, financial and non-financial transactions, credit union membership and account issues in a courteous and professional manner, in support of credit union business objectives.

    Essential Duties and Responsibilities:

  • Responsible for handling all incoming calls while adhering to Management defined metrics.

  • Follows authentication procedures as required to verify and establish confirmation of members' identity during all phone calls.

  • Responsible for executing the following tasks on behalf of members: all financial and non-financial transactions, account research, subaccount openings/closings, decedent accounts, check withdrawals, transfers, wire and western union requests, account updates, stop payments, check orders, general inquiries, and all other credit union related functions.

  • Engages members in dialogue to obtain information regarding their financial needs and recommends the appropriate product or service based on those needs.

  • Meets established sales goals using various sales techniques.

  • Processes loan applications, sets up disbursement dates and assists with obtaining all required documents for loan closings.

  • Conducts phone calls and follows up with written communication to all new and existing members, addressing any questions, and making members aware of credit union promotions and additional products and services.

  • Participates in outbound calling efforts to generate new opportunities for members financing needs.

  • Participates in available credit union self-development education programs and required compliance courses through self-study, Digital University, Lending Development Training, and the credit union's training department.

  • Adheres to the SJFCU Service Standards as established.

  • Performs other duties or special projects as required or as assigned by a supervisor.

    Qualification Requirements

    Educational/Training Requirement:

  • High School Diploma or GED

  • Associates Degree, preferred


  • At least one (1) year experience in a call center role, preferably at a financial institution

  • One (1) or more years of experience in a customer service role at a financial institution

  • Prior sales experience, preferred


  • None

    Knowledge, Skills, and Abilities:

  • Knowledge of credit union services, policies, procedures and banking regulations

  • Highly proficient in Microsoft Suite, Outlook and using the web

  • Excellent oral and written communication and interpersonal skills

  • Excellent customer service skills

  • Basic mathematical aptitude

  • Ability to multitask and work in a fast paced environment

  • Basic understanding of sales principles

  • Exhibits professionalism and remains poised during interactions with others that may involve escalated emotions

    Physical Requirements:

    The physical demands require a person to remain seated for up to ten (10) hours per day and perform repetitive hand movements on a keyboard.

    Americans with Disabilities Act (ADA):

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties of the position. If you need to request and accommodation please contact Talent Services at 856-232-9000 ext. 5104 or via email to TalentServices@southjerseyfcu.com.

South Jersey Federal Credit Union is an Equal Opportunity Employer/Veterans/Disabled