Member Service Representative (MSR) - Part-time

Partnership Financial Credit Union•Franklin Park, IL

2d•Onsite

About The Position

Partnership Financial Credit Union (PFCU) is seeking a part-time Member Service Representative (MSR I) to join their team at the Franklin Park office. This role is ideal for individuals who enjoy a fast-paced, team-oriented environment and are passionate about helping people achieve their financial goals. As a credit union, PFCU is a not-for-profit, member-owned institution focused on member satisfaction, offering competitive rates and low fees, unlike traditional banks. The MSR I will be responsible for assisting members with their financial needs, processing transactions accurately, and learning PFCU's products and services to build relationships and enhance the member experience. This position offers the opportunity to make a difference in members' lives while working in a fulfilling and collaborative setting.

Requirements

High School Diploma or equivalent job-related experience.
Minimum of 6 months of related experience in customer service and sales.
Experience in working with and assisting others in a professional setting.
Ability and desire to consistently build relationships and identify/introduce additional products and services to members.
Excellent verbal and written communication skills.
Well-organized with the ability to multi-task.
Accuracy and detail-oriented.
Professional demeanor and positive attitude.
General understanding of credit union or banking or lending products, services, policies and procedures.
Results-driven, goal and service-oriented, self-motivated.
Able to work independently and as part of a team.
Trustworthy with the ability to maintain the 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.
Ability to communicate with clarity, understanding and explaining complex situations.
Ability to proofread documentation and correspondence to ensure accuracy and prevent errors/fraud.
Ability to move or lift files, boxes and general office equipment if needed.
Uphold the Credit Union's compliance with all policies, procedures, and required regulations, including the Bank Secrecy Act and Anti-Money Laundering policy.

Nice To Haves

Prior cash handling experience.
Prior credit union or banking experience.
Willingness to advance.

Responsibilities

Assist members with their financial needs, processing transactions and requests accurately.
Learn and understand PFCU's products and services to provide comprehensive support.
Build member rapport and enhance the member experience through prompt, efficient, confidential, and accurate service.
Identify and act on sales opportunities by promoting and cross-selling PFCU's product line.
Process various member transactions, including deposits, loan transactions, and new account openings within established limits.
Update member profiles and process ancillary product requests.
Gather additional information from members when needed and ensure follow-up for completion.
Stay informed about industry developments, regulations, technology, and trends in credit union, banking, and lending.
Maintain a positive work atmosphere and promote teamwork.
Represent PFCU in community functions to promote the credit union positively.
Ensure adherence to all company policies, procedures, and banking/credit union regulations, including regulatory compliance.
Maintain and monitor cash control for own cash drawer.
Complete audit logs for internal controls and monitor/replenish office supplies and inventory.
Perform additional duties as required and may be utilized in other PFCU offices and departments as business needs dictate.