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

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

Job Overview

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

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 focus is on learning all PFCU’s products and services to deepen understanding. The MSR I builds 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. They act in accordance with established policies, procedures and regulations and accurately provide members with a variety of financial services while meeting or exceeding established sales goals.

Key Responsibilities

In person, phone or email, greet, interact, communicate, and assist members by providing prompt, efficient and accurate service within established limits in a professional and friendly manner. Assist 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, process all types of member transactions and documentation associated with member requests including general account deposit, loan transactions, limited new account opening, member profile updates, changes on core system and ancillary products such as movie tickets, vehicle stickers and gift and travel cards. Request additional information from members when needed and follow up to ensure completion.

Build member rapport at every opportunity. Promote, explain and cross‑sell PFCU’s product line to all members consistently.

The aptitude or desire to acquire a general understanding of all PFCU products and services in order to sell/cross‑sell to members and obtain individual and organizational goals.

Keep abreast of industry developments including changes in regulations, technology, current events, credit union, banking and lending trends allowing members to rely on you for information and education.

Promote and maintain a positive work atmosphere by communicating in a manner consistent with professional standards; work effectively with members, co‑workers, management and vendors; display and promote teamwork; represent PFCU in SEG and community functions to promote the credit union in a positive light.

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

Maintain and monitor cash control position for own cash drawer; complete audit logs for internal controls and monitor and replenish office supplies and inventory.

Perform 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, proactive, cross‑functional, action‑oriented, self‑motivated, detail‑ 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 knowledge of PFCU’s financial products and services, procedures, governmental regulations, attending meetings, training opportunities, and meeting or exceeding established sales goals.

Must possess good relationship building, communication skills, willingness to learn and refer PFCU products and services to members consistently. Additionally, must meet all required PFCU and regulatory compliance training.

Essential Skills, Knowledge and Requirements

High School Diploma or equivalent job related experience providing 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,…