Member Services Representative

Member Services Representative – Polish & Slavic Federal Credit Union

Join to apply for the Member Services Representative role at Polish & Slavic Federal Credit Union
. This position focuses on delivering courteous, accurate service to members and executing a wide range of banking and teller functions.

Polish & Slavic Federal Credit Union is committed to supporting our employees' overall wellbeing by offering a competitive benefits package, including medical, vision, dental, retirement, life insurance, tuition reimbursement, pet insurance, and generous paid time off (vacation, personal, sick, and a birthday day off).

• Represent the Credit Union to members in a courteous and professional manner and provide prompt, efficient and accurate service.
• Develop and maintain an understanding of the Credit Union philosophy, organization, bylaws and operational procedures.
• Provide general and specific service‑related information concerning Credit Union products, services or policies, in person and/or by telephone.
• Respond to members’ requests, problems, and complaints, and/or direct members to the proper person/department for specific information and assistance.
• Handle member mail and incoming documentation as well as other incoming mail.
• Develop good relationships with PSFCU vendors.
• Attend, represent and actively participate in PSFCU community events as well as branch‑sponsored events.
• Perform routine transactions per PSFCU policy, including:
  • Opening/closing accounts and shares.
  • Accepting wire transfer requests—domestic and international.
  • Performing change of address, issuing temporary checks.
  • Processing Harland Clarke share drafts orders.
  • Handling and processing ATM and debit card requests.
  • Processing IRA accounts and Share Certificates of Deposit.
  • Processing club accounts and direct deposit of Social Security and payroll checks.
  • Processing lost passbook requests and Chex Systems checks.
  • Setting up and providing access to Online and Mobile Banking.
• Service existing accounts; set up new account files and provide members with all necessary information and assistance.
• Provide information regarding consumer loans, business loans, and VISA cards and appropriately align the right loan product for the member’s financing need.
• Assist members in completing loan applications (real estate loans excluded) and all associated forms.
• Accept and process loan applications of all types (real estate loans excluded); review documentation for accuracy; and request required documentation to complete the loan application.
• Notify members by phone or mail when their checkbooks are ready for pickup at the branch.
• Conduct orientation interview on Credit Union services and programs with each new member.
• Effectively offer Credit Union products and services through established sales and service techniques.
• Post dividends prior to the end of the month for all closed member accounts.
• Perform all functions of a teller when business needs dictate.
• Maintain extensive knowledge of all products and services.
• Monitor changes in interest rates and effectively communicate pricing to members.
• Maintain superior knowledge and full understanding of consumer loan products.
• Act as a Safe Deposit Box Attendant, handling box rentals and providing access to the vault area.
• Perform other duties or responsibilities as assigned.
• Effectively cross‑sell PSFCU products and services to achieve Branch Goals per the Branch Goals Incentive.
• Travel to and cover other branches if necessary and perform all Quick Assist functions.
• Process POA and stop payment requests.
• And other functions as needed and delegated by the Branch Manager.

• Receive checks and cash for deposit and/or loan payments per established policies and procedures.
• Cash checks and pay out money per established policies and procedures.
• Handle member requests for share transfers, withdrawals, check requests, line‑of‑credit advances, and other related requests.
• Issue official and certified checks.
• Balance currency, coin, and checks in the cash drawer at the end of shift and reconcile with system data and reports.
• Responsible for end‑of‑day…