Personal Service Representative- St. Michael's Branch

POSITION TITLE: Personal Service Representative

REPORTS TO: Assistant Branch Manager

JOB STATUS: Non-Exempt

JOB GRADE: 8:
Starting pay rate for this position is $20 hourly.

WORK LOCATION: This position works on-site. Remote work is not available at this time.

This employee will serve as liaison between the member and the credit union and is responsible for providing account information, opening new accounts, and professionally handling members' daily credit union needs. The employee may also handle all types of requests for new loans.

• Represent the credit union to the members in a courteous and professional manner, providing prompt, efficient and accurate service in the processing of transactions.
• Accurately perform all teller functions including deposits, withdrawals, transfers, payments, processing of night deposit and mail transactions, cash advances, and issuance of official checks.
• Open new accounts and service existing accounts; set up new account files and provide members with all necessary information for membership.
• Cross‑sell deposit, loan and automated services to members and complete all necessary paperwork and system file maintenance to complete the transaction.
• Cross‑sell, interview and process all types of loan applications for members.
• Complete all verifications and documents needed for loans and follow up as necessary (e.g., title work).
• Perform all other assigned duties.

• Excellent verbal and written communication skills.
• Strong attention to detail.
• Self‑starter who can work independently.
• Adaptable to change.
• Patience, tact, enthusiasm, and a positive attitude toward staff, members, and the general public.
• Travel will be required.

Must be a graduate of an accredited high school or have the equivalent of a high school diploma (G.E.D. Certificate).

• Work in a safety‑conscious manner, ensuring safe work practices that do not pose a risk to self or others.
• Adhere to the policy on a Drug‑Free Workplace.
• Comply with company policies and procedures, and local, state, and federal regulations.

• Require sitting for long periods, with some standing, walking, kneeling, stooping, bending, lifting, grasping, and fine hand coordination; visual and aural acuity required.
• Finger and hand dexterity required.
• Must be able to lift a maximum of 15 pounds, with occasional lifting and/or carrying of objects weighing up to 10 pounds.
• Must remain calm under stressful situations.
• Must be able to access and navigate each department at the organization’s facilities.

State Employees Credit Union of New Mexico is an Equal Opportunity Employer, including disabled and veterans.