Member Service Specialist I - Moorestown, New Jersey
About The Position
The Member Service Specialist I (MSS I) is an entry-level branch role responsible for providing superior member service and developing new and existing member relationships. The specialist uses product knowledge and the Total Member Connect (TMC) process to support the Credit Union’s growth goals while promoting members’ financial well-being and maintaining integrity and operational efficiency. PFFCU staff members promote the corporate values of member service, teamwork, commitment, performance, and professional competency. The role covers a range of branch activities, including membership and loan applications, account issue resolution, cash-related responsibilities, and member assistance at ITMs, the service window, or the sales desk.
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.
- Ability to stand and walk for prolonged periods of 4 or more hours while using a computer and assisting members at ITMs or the service window.
- Ability to sit at a desk and work on a computer for prolonged periods.
- Ability to lift up to 15 pounds at times.
Nice To Haves
- One year of customer service experience with sales or production goals is preferred.
Responsibilities
- Adhere to PFFCU’s Commitment to its Members and lead by example.
- Provide friendly, respectful, and professional service to members.
- Handle branch activities such as completing membership and loan applications, resolving account issues, and performing 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 Credit Union products and services.
- Use available resources to handle member inquiries and concerns efficiently and completely.
- Demonstrate flexibility to help 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 member conversations and use of the TMC process to deepen 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 benefits, with PFFCU covering 75% to 90% of premiums.
- 401(k): PFFCU contributes an automatic 6% after one year, regardless of employee contribution.
- Paid time off.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
