Member Service Representative - Phoenix Branch

Pima Federal Credit Union • Phoenix, AZ

1d • Hybrid

About The Position

Pima Federal Credit Union of Tucson, AZ is looking to hire a full-time Member Service Representative. This position has a universal role in our branches, working seamlessly to assist our members' needs from start to finish. Our Member Service Representatives promote financial products and services to improve our members' well-being, they always take the time to establish rapport with members and listen carefully so that the absolute best financial products and services can be recommended to meet our members' needs. This position processes teller transactions, opens and closes accounts, solves problems, updates member information, conducts loan application interviews, processes loan applications, funds loans, and presents loan disclosures. This role also steps into the teller line to process banking transactions accurately and efficiently while maintaining a balanced cash drawer. Member Service Representatives are expected to achieve individual and team sales goals and keep up-to-date on all credit union products and services. Being passionate about the value that credit unions offer is critical to this role so that you can enthusiastically promote our financial services to members.

Requirements

• High school diploma or equivalent
• One year of current financial institution experience as Teller or Member Service Representative OR two years of current sales, retail, or customer service experience with cash handling responsibilities
• Intermediate-level proficiency with computers and software applications, including Microsoft Office, Word, and Excel
• Exceptional customer service skills
• Ability to offer solutions that meet our members' needs
• Flexibility to travel to other branches on occasion
• Excellent communication skills
• Detail-oriented
• Honest and trustworthy

Nice To Haves

• Working knowledge of Symitar (Episys)
• Bilingual English/Spanish skills

Responsibilities

• Processes teller transactions
• Opens and closes accounts
• Solves problems
• Updates member information
• Conducts loan application interviews
• Processes loan applications
• Funds loans
• Presents loan disclosures
• Processes banking transactions accurately and efficiently while maintaining a balanced cash drawer
• Achieve individual and team sales goals
• Keep up-to-date on all credit union products and services

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 100% company-paid life insurance
• 100% company-paid short-term disability
• 100% company-paid long-term disability
• Employee assistance program (EAP)
• Flexible spending account (FSA) options
• Critical illness insurance
• Accident coverage
• Buy-up options on life insurance
• 401(k) plan with company match
• 100% company-funded pension plan
• Generous paid time off policies
• 11 paid holidays
• Tuition Reimbursement
• Access to on-demand pay
• One-on-one financial planning
• Award-winning wellness program
• Access to an on-site car repair service
• Employee appreciation events
• Paid volunteer time
• Healthy work-life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees