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!

Our Call Center operates Monday-Friday from 7AM-7PM and Saturday rom 8AM-2PM.

Overview of Your Role
This is a multi-functional position, responsible for all facets of member sales and service. Establish, retain, and deepen relationships with members and potential members to achieve sales goals and provide quality member service. Respond to telephone requests for withdrawals, transfers and, member inquiries, take loan applications resolve issues, recognize and refer cross-sell opportunities. Support other employees in sales efforts. Supports SEFCU's culture including inclusion, member service, change, continuous improvement, teamwork, fun, and wellness. Engages in community service activities.

Accountabilities and Responsibilities
Promote SEFCU products and services in accordance with Performance Excellence Sales and Service Standards (listed above)
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 core operating system, DNA.
Basic account responsibilities include but are not limited to:
Opening new accounts
reconciles and researches member accounts to solve member issues as needed
Opening/closing CD's/IRA's
Tracking check orders
Accessing and interpreting ATM and MasterCard information
Closes existing accounts when requested
Solicits loan applications taking advantage of all cross sale opportunities
Including CUNA insurance
Basic transaction responsibilities include but are not limited to;
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, file maintenance for payroll screens, etc.
Assisting members with routine issues and requests for information on
Different accounts
Referring non-standard or in-depth matters to a Lead Solutions Professional or Supervisor/Manager
Other duties as needed

Credentials, Experience and Skills
Ability to work effectively with individuals of diverse cultures, abilities, or backgrounds
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.

Broadview FCU is committed to ensuring individuals with disabilities and/or those whohave 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.

Equal Opportunity Employer, females, minorities, individuals with a disability, protected veterans, sexual orientation, gender identity.