Experience Specialist II: PFCU Perry Branch

PFCU•Perry, MI

1d•Onsite

About The Position

The member Experience Specialist will accept personal responsibility and accountability for every member contact and take personal ownership of all situations presented. Responsible for performing a broad variety of member service activities, including cash handling with a high degree of accuracy, within established policies and guidelines in a prompt, courteous, enthusiastic and professional manner. While actively seeking out opportunities to build member relationships through education opportunities. Support, model & adhere to PFCU’s Service Standards as outlined in My MARC.

Requirements

High School Graduate or equivalent
Two years of similar or related experience required
Two years sales experience preferred
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, employees, clients, members, and the general public.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Capability to deal with problems involving concrete variables in standardized and non-standardized situations.
Excellent knowledge of the credit union’s core system.
Excellent working knowledge of the forms and documentation used by the credit union.
Strong knowledge of credit union products and services.
Excellent understanding of the Credit Union departments and procedures.
Punctual, self-motivated, confident and accurate.
Excellent communication and interpersonal skills both written and verbal.
Able to stay calm under pressure.
Professional attitude; supportive management.
Neat and professional in appearance and dress.
Ability to create good word of mouth; proven ability to effectively refer products and services.
Excellent math skills.
Ability to operate related computer applications and other business equipment including adding machine, typewriter, copy machine, computer, and telephone.
Good typing skills.
Regularly required to stand; use hands to finger, handle, and feel objects, tools, or controls; reach with hands and arms; and talk or hear.
Frequently required to walk and stand.
Occasionally required to stoop, kneel, crouch, or crawl.
Must occasionally lift and/or move up to 50 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Follows regulatory and policy compliance requirements which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC), Red Flag and Anti-Money Laundering (AML) Regulations, and other compliance related policies.
Maintaining confidentiality with regard to non-public information about our members, employees and the Credit Union.
Follow all security policies and procedures at all times.

Nice To Haves

one year of sales experience preferred

Responsibilities

Open new in-person and online membership accounts.
Have complete knowledge and ability to modify all aspects of Specialty Accounts and IRAs.
Able to assist members via telephone and e-mail with financial transactions and inquiries.
Positively verify members before completing transactions.
Troubleshoot and answer members’ questions regarding their accounts and PFCU services and programs.
Route inquires to appropriate department after exhausting troubleshooting techniques.
Perform notary duties.
Open, maintenance and close Safe Deposit Boxes.
Maintain accounts and assist with file maintenance.
Maintain knowledge of the loan policy, interest rates, available terms and loan alternatives.
Referring any loan application inquiries to a loan originator.