Member Service Representative (MSR)

Partnership Financial Credit Union•Morton Grove, IL

20h•Onsite

About The Position

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 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 should 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 products and 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, 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 35 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 full-time Member Service Representative to join our team working in our Morton Grove office! If you are interested and would like more information, please see below to read a full description of duties and requirements.

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.
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-oriented.
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.
Ability to communicate with clarity, while understanding and explaining complex situations to team members and outside contacts.
Accuracy is essential and must possess the ability to proof read documentation and correspondence to insure free of errors and fraud.
The 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 our Anti-Money Laundering policy.

Nice To Haves

Prior cash handling, credit union or banking experience a plus.

Responsibilities

Assisting members with their financial needs, processing transactions and requests within limits and with a high degree of accuracy.
Learning all PFCU's product and services and works towards deeper understanding.
Building 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.
Acting 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.
Greeting, interacting, communicating, and assisting members by providing prompt, efficient and accurate service within established limits in a professional and friendly manner, in person, by phone or email.
Assisting members with general account inquiries or issues for resolution and satisfaction.
Gaining proficiency in all credit union software applications including member applications, Microsoft Office and general office equipment.
Processing 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.
Requesting additional information from members when needed and follows up to ensure completion.
Building member rapport at every opportunity.
Promoting, explaining and cross-selling PFCU's product line to all members consistently.
Acquiring a general understanding of all PFCU products and services in order to sell / cross sell to members and obtain individual and organizational goals.
Keeping 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.
Promoting and maintaining a positive work atmosphere by communicating in a manner consistent with professional standards; working effectively with members, co-workers, management and vendors.
Displaying and promoting teamwork.
Representing PFCU in SEG and community functions to promote the credit union in a positive light.
Ensuring adherence to company all policies and procedures and Banking/Credit Union Regulations; adhering to all regulatory compliance including teller operational duties.
Maintaining and monitoring cash control position for own cash drawer.
Maintaining and completing audit logs for internal controls and monitoring and replenishing office supplies and inventory.
Performing additional duties as required and may be utilized in other PFCU offices and departments as business needs dictate.
Enhancing and deepening knowledge of PFCU's financial products and services, procedures, governmental regulations, attending meetings, training opportunities, and meeting or exceeding established sales goals.
Communicating with clarity, while understanding and explaining complex situations to team members and outside contacts.
Proofreading documentation and correspondence to ensure free of errors and fraud.