Member Service Representative - Stone Branch

Pima Federal Credit Union • Tucson, AZ

3d

About The Position

Our Member Service Representatives are enthusiastic about providing exceptional customer service to our members. 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. Our Member Service Representatives are the face of our credit union and the reason our members love banking with us! 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
• Are you looking to build on your financial industry experience?
• Would you be comfortable with transitioning between multiple roles in a branch environment?
• Do you have excellent communication skills?
• Are you detail-oriented?
• Are you honest and trustworthy?

Nice To Haves

• Working knowledge of Symitar (Episys) is preferred.
• Bilingual English/Spanish skills are also preferred.

Responsibilities

• providing exceptional customer service to our members
• assisting our members' needs from start to finish
• promote financial products and services
• establish rapport with members
• recommend financial products and services to meet our members' needs
• process teller transactions
• open and close accounts
• solve problems
• update member information
• conduct loan application interviews
• process loan applications
• fund loans
• present loan disclosures
• process banking transactions accurately and efficiently
• maintain a balanced cash drawer
• achieve individual and team sales goals
• keep up-to-date on all credit union products and services
• promote our financial services to members

Benefits

• Insurance: Medical, dental, and vision – each benefit has a generous contribution from the credit union
• 100% company-paid life insurance, short-term disability, long-term disability, and employee assistance program (EAP)
• Access to other products such as two flexible spending account ( FSA ) options, critical illness insurance, accident coverage, and buy-up options on life insurance
• Retirement: 401(k) plan with company match
• 100% company-funded pension plan
• Generous paid time off policies, including 11 paid holidays
• Tuition Reimbursement
• Access to on-demand pay and one-on-one financial planning
• An award-winning wellness program
• Access to an on-site car repair service
• employee appreciation events
• paid volunteer time
• a healthy work-life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED