Member Service Center Representative

PSFCU Careers•Fairfield, NJ

About The Position

The Member Service Center Representative represents Polish & Slavic Federal Credit Union to members and prospective members, delivering courteous, professional, prompt, efficient, and accurate service. The role provides information and assistance by telephone, processes transactions and account requests, resolves member issues, and promotes the credit union’s products and services. Responsibilities also include supporting cardholders, opening and maintaining accounts, processing loan and credit card payments and applications, and assisting with account research and online banking setup.

Requirements

High school diploma.
1–3 years of financial institution experience.
1 year of experience in a call center or as a customer service representative.
Basic computer skills and knowledge of computer software programs.
Ability to cross-sell products.
Fluency in spoken and written Polish.

Nice To Haves

Zero to one year of work experience in a financial institution is preferred, but not required.

Responsibilities

Represent the Credit Union professionally and process transactions promptly, efficiently, and accurately.
Provide general and specific information by telephone about Credit Union products, services, and policies.
Respond to member requests, problems, and complaints, or direct members to the appropriate person for assistance.
Cross-sell and promote Credit Union products and services to members and prospective members using established sales and service techniques.
Assist members with balancing accounts and research account discrepancies.
Provide assistance with Online Banking setup.
Process stop-payment requests for share drafts and revocations of authorization for ACH debits.
Accept requests for draft copies, statements, account histories, and tax-form copies.
Maintain comprehensive knowledge of Credit Union products and services to support effective cross-selling.
Provide services to ATM, Visa, and Debit Card holders; open and close ATM and Debit Card accounts and facilitate card activation.
Process payments for Visa Credit Cards and loans.
Order and reorder checkbooks from Harland Clarke.
Open new memberships and share draft accounts over the phone.
Provide information about consumer, real estate, and business loans, as well as Visa cards.
Accept Credit Card and Vehicle Loan applications.
Verify names and addresses for merchants regarding Visa and Debit cards.
Serve as a service and information resource for co-workers.
Temporarily increase Credit Card limits up to the maximum amount specified for the position.
Perform other duties and responsibilities as required or assigned.