Member Service Representative; MSR - Part-time Job Morton Grove area,Illinois USA,Customer Service/HelpDesk

Position: Member Service Representative (MSR) - Part-time

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. 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.

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 part time Member Service Representative to join our team working in our Morton Grove office!

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

Summary

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 enhance 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.

Key Responsibilities

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 inquiries 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 deposits, loan transactions, limited new account opening, member profile updates, changes on the 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…