Member Service Representative (MSR) - Part-time

Partnership Financial Credit Union•Barrington, IL

12h•Onsite

About The Position

Partnership Financial Credit Union (PFCU) is seeking a part-time Member Service Representative (MSR) to join their team in Barrington. 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. The MSR I position focuses on learning PFCU's products and services, assisting members with their financial needs, processing transactions accurately, and enhancing the member experience through prompt, efficient, and friendly service. The role involves building relationships, cross-selling products, and adhering to all policies, procedures, and regulations.

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, and introduce additional products and services to members or potential members in order to meet assigned individual or organizational goals.
Excellent verbal and 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 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, while understanding and explaining complex situations to team members and outside contacts.
Ability to proofread documentation and correspondence to ensure free of errors and fraud.
The person will spend a good portion of the day standing and may be mobile throughout the credit union for purposes of meetings, working with others etc.
Ability to move or lift files, boxes, and general office equipment if needed.
Each employee is required to 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

Assist members with their financial needs, processing transactions and requests within limits and with a high degree of accuracy.
Learn all PFCU's products and services and work towards a deeper understanding.
Build relationships and enhance the member experience by providing prompt, efficient, confidential, and accurate service in a friendly, positive, and professional manner.
Recognize additional sales opportunities.
Act in accordance with established policies, procedures, and regulations.
Accurately provide members with a variety of financial services while meeting or exceeding established sales goals.
Greet, interact, communicate, and assist members in person, by phone, or email.
Assist members with general account inquiries or issues for resolution and satisfaction.
Gain proficiency in all credit union software applications, including member applications, Microsoft Office, and general office equipment.
Process all types of member transactions and documentation, including deposits, loan transactions, limited new account opening, member profile updates, and ancillary products.
Request additional information from members when needed and follow up to ensure completion.
Build member rapport at every opportunity.
Promote, explain, and cross-sell PFCU's product line to all members consistently.
Acquire a general understanding of all PFCU products and services to sell/cross-sell to members and obtain individual and organizational goals.
Keep abreast of industry developments, including changes in regulations, technology, current events, and credit union, banking, and lending trends.
Promote and maintain a positive work atmosphere by communicating in a manner consistent with professional standards.
Work effectively with members, co-workers, management, and vendors.
Display and promote teamwork.
May represent PFCU in SEG and community functions to promote the credit union in a positive light.
Ensure adherence to all company policies and procedures and Banking/Credit Union Regulations.
Adhere to all regulatory compliance, including teller operational duties.
Maintain and monitor cash control position for own cash drawer.
Maintain and complete audit logs for internal controls.
Monitor and replenish office supplies and inventory.
Perform additional duties as required.
May be utilized in other PFCU offices and departments as business needs dictate.