Member Service Representative

Are you looking to work for a fun, fast paced, hardworking, learning setting with great people in a team orientated environment? If you are interested in helping people achieve their financial goals and making a difference in the lives of others, a credit union is a place for you. Credit unions are a great place to work as we are focused on our mission of "people helping people".

Working at a credit union is fun, fulfilling and best of all, we get to make a difference in our members' lives.

At Partnership Financial Credit Union (PFCU) we have a position available that could be a great fit for you. If you have a knack for a fast-paced, get-it-done workplace, a passion for helping people, and enjoy working and collaborating with others, then you should join our team!

When you work for PFCU, you are both an employee and a member of a credit union. This means we care about your well-being just as we do our members, and you ll get to enjoy all the benefits a credit union has to offer too!

Sound enticing? Let me tell you a little bit about PFCU. First, let s talk about what a credit union is and how we are different from a bank. Credit unions are not-for-profit organizations that exist to serve their members. Like banks, credit unions accept deposits, make loans and provide a wide array of other financial products and services. As a member-owned and cooperative institution, a credit union provides a safe and sound place to save and borrow at reasonable rates with your best interest at heart.

With origins dating back to the 1950 s, PFCU is a member-owned financial institution with offices in Morton Grove, Barrington, Des Plaines, Evanston, and Franklin Park. We remain dedicated to maintaining close, personable relationships with our members while delivering the best possible products and services. Along with CEO Mary Ann Pusateri s long tenure of over 38 years, PFCU has many team members with over 20 years of service.

Learn more about PFCU fcu.org.

We strive to help our members achieve their financial goals. Because we re not a bank, we don t drive up profits. Instead, we focus on driving up member satisfaction through our, low loan rates, high deposit rates and low or no fee products and services.

We are looking for a Member Service Representative to join our team working in our Evanston office!

If you are interested and would like more information, please see below to read a full description of duties and requirements.

The MSR I is responsible for assisting members with their financial needs, processing transactions and requests within limits and with a high degree of accuracy. The MSR I focus is on learning all PFCU s product and services and works towards deeper understanding. The MSR I will build relationships and enhances the member experience by providing prompt, efficient, confidential and accurate service in a friendly, positive and professional manner while recognizing additional sales opportunities.

The MSR I will report to the Branch/ Operations Manager and/or Member Service Supervisor and can receive guidance from other staff/MSR II. S/he acts in accordance with established policies, procedures and regulations and accurately provides members with a variety of financial services while meeting or exceeding established sales goals.

• In person, phone or email, greets, Interacts, communicates, and assists members by providing prompt, efficient and accurate service within established limits in a professional and friendly manner. Assists member with general account Inquires or Issues for resolution and satisfaction.
• Ability to gain proficiency in all credit union software applications including member applications, Microsoft Office and general office equipment.
• Within established limits, processes all types of member transactions and documentation associated with member requests Including but not limited to; general account deposit, loan transactions, limited new account opening, member profile updates change on Core system and ancillary products such as, movie tickets, vehicle stickers and gift and travel cards. Requests additional Information from member when needed and follows up to ensure completion.
• Builds member rapport at every opportunity. Promotes, explains and cross-sells PFCU's product line to all members consistently.
• The aptitude or desire to acquire general understanding of all PFCU products and services in order to sell / cross sell to members and obtain Individual and organizational goals.
• Keeps abreast of Industry developments including, but not limited to changes in regulations, technology current events, credit union, banking, and lending trends allowing members to rely on you for Information and education.
• Promotes and maintains a positive work atmosphere by communicating in a manner consistent with professional standards; works effectively with members, co-workers, management and vendors. Displays and promotes teamwork. May represent PFCU in SEG and community functions to…