Member Service Representative (MSR) - Part time or Full time
Company: Partnership Financial Credit Union
Location: Des Plaines
Posted on: May 24, 2023
|
|
Job Description:
Are you looking to work for a fun, fast paced, hardworking,
learning setting with great people in a team orientated
environment?
If you are interested in helping people achieve their financial
goals and making a difference in the lives of others, a credit
union is a place for you. Credit unions are a great place to work
as we are focused on our mission of "people helping people".
Working at a credit union is fun, fulfilling and best of all, we
get to make a difference in our members' lives.
At Partnership Financial Credit Union (PFCU) we have a full time
position available that could be a great fit for you. If you have a
knack for a fast-paced, get-it-done workplace, a passion for
helping people, and enjoy working and collaborating with others,
then you may want to join our team!
When you work for PFCU, you are both an employee and a member of a
credit union. This means we care about your well-being just as we
do our members, and you'll get to enjoy all the benefits a credit
union has to offer too!
Sound enticing? Let me tell you a little bit about PFCU. First,
let's talk about what a credit union is and how we are different
from a bank. Credit unions are not-for-profit organizations that
exist to serve their members. Like banks, credit unions accept
deposits, make loans and provide a wide array of other financial
services. As a member-owned and cooperative institution, a credit
union provides a safe and sound place to save and borrow at
reasonable rates with your best interest at heart.
With origins dating back to the 1950's, PFCU is a member-owned
financial institution with offices in Morton Grove, Barrington, Des
Plaines, Evanston, Glenview and Franklin Park. We remain dedicated
to maintaining close, personable relationships with our members
while delivering the best possible products and services. Along
with CEO Mary Ann Pusateri' s long tenure of over 33 years, PFCU
has many team members with over 20 years of service. Learn more
about PFCU at www.mypfcu.org.
We strive to help our members achieve their financial goals.
Because we're not a bank, we don't drive up profits. Instead, we
focus on driving up member satisfaction through our, low loan
rates, high deposit rates and low or no fee products and
services.
We are looking for a part time or full time Member Service
Representative to join our team!
If you are interested and would like more information, please see
below to read a full description of duties and requirements.
Summary
The MSR I is responsible for assisting members with their financial
needs, processing transactions and requests within limits and with
a high degree of accuracy. The MSR I focus is on learning all
PFCU's product and services and works towards deeper understanding.
The MSR I will build relationships and enhances the member
experience by providing prompt, efficient, confidential and
accurate service in a friendly, positive and professional manner
while recognizing additional sales opportunities.
The MSR I will report to the Branch/ Operations Manager and/or
Member Service Supervisor and can receive guidance from other
staff/MSR II. S/he acts in accordance with established policies,
procedures and regulations and accurately provides members with a
variety of financial services while meeting or exceeding
established sales goals.
Key Responsibilities
In person, phone or email, greets, Interacts, communicates, and
assists members by providing prompt, efficient and accurate service
within established limits in a professional and friendly manner.
Assists member with general account Inquires or Issues for
resolution and satisfaction.
Ability to gain proficiency in all credit union software
applications including member applications, Microsoft Office and
general office equipment.
Within established limits, processes all types of member
transactions and documentation associated with member requests
Including but not limited to; general account deposit, loan
transactions, limited new account opening, member profile updates
change on Core system and ancillary products such as, movie
tickets, vehicle stickers and gift and travel cards. Requests
additional Information from member when needed and follows up to
ensure completion.
Builds member rapport at every opportunity. Promotes, explains and
cross-sells PFCU's product line to all members consistently.
The aptitude or desire to acquire general understanding of all PFCU
products and services in order to sell / cross sell to members and
obtain Individual and organizational goals.
Keeps abreast of Industry developments including, but not limited
to changes in regulations, technology current events, credit union,
banking, and lending trends allowing members to rely on you for
Information and education.
Promotes and maintains a positive work atmosphere by communicating
in a manner consistent with professional standards; works
effectively with members, co-workers, management and vendors.
Displays and promotes teamwork. May represent PFCU in SEG and
community functions to promote the credit union in a positive
light.
Ensures adherence to company all policies and procedures and
Banking/Credit Union Regulations; adheres to all regulatory
compliance including teller operational duties.
Maintains and monitors cash control position for own cash drawer.
Maintains and completes audit logs for internal controls and
monitors and replenishes office supplies and Inventory.
Performs additional duties as required and may be utilized in other
PFCU offices and departments as business needs dictate.
Scope
The MSR I works under close supervision following established
guidelines and procedures. This person has a sales and operational
skill-set, proactive, cross functional, action orientated,
self-motivated, detail and goal orientated. The MSR I works within
the MSR Team and reports to the Branch Manager. The MSR I works
towards the position of MSR II by enhancing and deepening his/her
knowledge of PFCU's financial products and services, procedures,
governmental regulations, attends meetings, training opportunities,
and meets or exceeds established sales goals. S/he must possess
good relationship building, communication (oral and written)
skills, willingness to learn and refer PFCU products and services
to members on a consistent basis. Additionally, s/he must meet all
required PFCU and regulatory compliance training.
Essential Skills, Knowledge and Requirements
High School Diploma or equivalent job related experience providing
the necessary knowledge, skills and abilities to successfully
perform the responsibilities of the role.
Minimum of 6 months of related experience; customer service and
sales. Prior cash handling, credit union or banking experience a
plus. Experience In working with and assisting others in a
professional setting.
The ability and desire to consistently build relationships,
identify, introduce additional products and services to members or
potential members in order to meet assigned Individual or
organizational goals.
Excellent verbal, written communication skills, well-organized,
ability to multi-task, accuracy and detail-orientated.
A professional demeanor, positive attitude and the willingness to
advance.
General understanding of credit union or banking or lending
products, services, policies and procedures.
Results driven, goal and service oriented, self-motivated and able
to work independently and as part of a team.
Trustworthy with the ability to maintain highest level of
integrity; bondable.
Proficiency In all PFCU's software applications Including member
applications and Microsoft Office.
Must be flexible regarding work schedule as evening hours may be
necessary.
Additional Information and Requirements
The MSR I performs a major portion of his/her duties through verbal
and written communications. It is critical that s/he possess the
ability to communicate with clarity, while understanding and
explaining complex situations to team members and outside contacts.
Accuracy is essential and s/he must possess the ability to proof
read documentation and correspondence to Insure free of errors and
fraud. The person will spend a good portion of the day standing and
may be mobile throughout the credit union for purposes of meetings,
working with others etc. The ability to move or lift files, boxes
and general office equipment if needed.
Each employee is required to uphold the Credit Union's compliance
with all policies, procedures and required regulations including
the Bank Secrecy Act and our Anti-Money Laundering policy.
Keywords: Partnership Financial Credit Union, Des Plaines , Member Service Representative (MSR) - Part time or Full time, Sales , Des Plaines, Illinois
Click
here to apply!
|