Member Service Representative; MSR - Part-time Job Morton Grove area,Illinois USA,Sales

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

We are looking for a part time Member Service Representative to join our team working in our Morton Grove office!

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 focuses on learning all PFCU’s products and services and works towards a 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.

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 members 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 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 or 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 promote the credit union in a positive light.

Ensures adherence to company policies and procedures and banking/credit union regulations; adheres to all regulatory compliance including teller operational duties.

Maintains and monitors cash control position for own cash drawer. Maintains and completes audit logs for internal controls and monitors and replenishes office supplies and inventory.

Performs additional duties as required and may be utilized in other PFCU offices and departments as business needs dictate.

Scope

The MSR I works under close supervision following established guidelines and procedures. This person has a sales and operational skill set, is proactive, cross‑functional, action‑oriented, self‑motivated, detail‑oriented and goal‑oriented. The MSR I works within the MSR Team and reports to the Branch Manager. The MSR I works towards the position of MSR II by enhancing and deepening his or her knowledge of PFCU’s financial products and services, procedures, governmental regulations, attends meetings, training opportunities, and meets or exceeds established sales goals.

S/he must possess good relationship‑building, communication (oral and written) skills, willingness to learn and refer PFCU products and services to members on a consistent basis. Additionally, s/he must meet all required PFCU and regulatory compliance training.

Essential Skills, Knowledge and Requirements

High School Diploma or equivalent job related experience providing the necessary knowledge, skills and abilities to successfully perform the responsibilities of the role.

Minimum of 6 months of related experience; customer service and sales. Prior cash handling, credit union or banking experience a plus. Experience in working with and assisting others in a professional setting.

The ability and desire to consistently build relationships,…