Member Service Specialist I - Montgomery Mall

Police & Fire Federal Credit Union • Montgomeryville, PA

7d • $0 - $20

About The Position

The Member Service Specialist I (MSS I) is an entry-level branch position responsible for providing superior service and developing new and existing member relationships. The role uses product knowledge and the Total Member Connect (TMC) process to support the Credit Union’s growth goals, identify products and services that benefit members’ financial well-being, and maintain integrity and operational efficiency. PFFCU staff are expected to promote the organization’s values of member service, teamwork, commitment, performance, and professional competency.

Requirements

• High school diploma or GED.
• Strong verbal and written communication skills.
• Solid problem-solving skills.
• Exceptional member service skills.
• Strong organizational skills.
• Ability to remain professional and composed under pressure.
• Comfort with technology.
• Proficiency with computers and the ability to work in multiple software systems simultaneously, including Word, Excel, Outlook, Jack Henry Symitar/Episys, and Meridian Link.

Nice To Haves

• One year of customer service experience with sales or production goals.

Responsibilities

• Adhere to PFFCU’s commitment to members and lead by example.
• Provide respectful, friendly, and professional service to members.
• Perform branch duties, including completing membership and loan applications, resolving account issues, and handling cash-related responsibilities at the window, desk, or ITM.
• Secure and protect member information.
• Use meaningful conversations and the five-step TMC process to identify member needs and cross-sell appropriate Credit Union products and services.
• Use available resources to resolve member inquiries and concerns efficiently and completely.
• Be flexible in helping ensure the branch is properly staffed.
• Make a positive first impression that reflects well on PFFCU.
• Assist with branch activities at ITMs, the Service Window, or the Sales Desk, as needed.
• Produce thorough, accurate work with minimal errors.
• Assist management with dual-control processes as needed.
• Meet successful or better production standards through quality TMC conversations that deepen member relationships.
• Maintain a neat and organized workspace.
• Present a professional image in dress, demeanor, and speaking voice when interacting with members, coworkers, and supervisors.

Benefits

• Medical, dental, and vision premiums covered at 75% to 90% by PFFCU.
• Automatic 6% employer 401(k) contribution after one year, regardless of employee contribution.
• Paid time off.

What This Job Offers

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