Member Service Representative - Phoenix Branch

Pima Federal Credit Union

Posted 2 months ago

Full Time

Phoenix, Arizona

In Person

Smart Summary

Responsibilities

The Member Service Representative provides exceptional customer service by processing teller transactions, opening accounts, and managing loan applications. They also promote financial products and services to meet member needs while maintaining a balanced cash drawer.

Qualifications

You have a high school diploma or equivalent and at least one year of financial institution experience (Teller or Member Service Representative) or two years of sales/customer service experience with cash handling. You possess intermediate computer proficiency, particularly with Microsoft Office (Word, Excel), and demonstrate exceptional customer service and problem-solving skills.

Must Have Skills for ATS

Microsoft Office

Excel

Word

Teller transactions

Account opening

Loan application processing

Symitar (Episys)

Sales

Customer service

Cash handling

Job Description

Pima Federal Credit Union is looking to hire a full-time Member Service Representative. Do you have a strong work ethic, a positive outlook, and share in the credit union philosophy of "people helping people"? Do you have financial industry experience and are interested in starting a career with a stable, growing, and respected financial institution that offers opportunities for professional growth and advancement? Do you love finding the best solutions for your members and want do so in a culture of teamwork and integrity? If so, please read on!

MEMBER SERVICE REPRESENTATIVE POSITION

Our Member Service Representatives are enthusiastic about providing exceptional customer service to our members. This position has a universal role in our branches, working seamlessly to assist our members' needs from start to finish. Our Member Service Representatives promote financial products and services to improve our members' well-being, they always take the time to establish rapport with members and listen carefully so that the absolute best financial products and services can be recommended to meet our members' needs. Our Member Service Representatives are the face of our credit union and the reason our members love banking with us!

This position processes teller transactions, opens and closes accounts, solves problems, updates member information, conducts loan application interviews, processes loan applications, funds loans, and presents loan disclosures. This role also steps into the teller line to process banking transactions accurately and efficiently while maintaining a balanced cash drawer. Member Service Representatives are expected to achieve individual and team sales goals and keep up-to-date on all credit union products and services. Being passionate about the value that credit unions offer is critical to this role so that you can enthusiastically promote our financial services to members.

QUALIFICATIONS FOR A MEMBER SERVICE REPRESENTATIVE

  • High school diploma or equivalent
  • One year of current financial institution experience as Teller or Member Service Representative OR two years of current sales, retail, or customer service experience with cash handling responsibilities
  • Intermediate-level proficiency with computers and software applications, including Microsoft Office, Word, and Excel
  • Exceptional customer service skills
  • Ability to offer solutions that meet our members' needs
  • Flexibility to travel to other branches on occasion

Working knowledge of Symitar (Episys) is preferred. Bilingual English/Spanish skills are also preferred.

Are you looking to build on your financial industry experience? Would you be comfortable with transitioning between multiple roles in a branch environment? Do you have excellent communication skills? Are you detail-oriented? Are you honest and trustworthy? If so, then you might just be perfect for our Member Service Representative position!

ABOUT PIMA FEDERAL CREDIT UNION

In 1951, sixteen teachers pooled together $84 in deposits and founded our credit union with the common purpose of helping people. To this day, our common purpose still exists. We're here for our members and we thrive by delivering on our value promise of smart, simple, personal. We have stayed true to our roots as a not-for-profit financial cooperative whose main focus is providing the highest possible value to our membership in the simplest way. We are about relationships and not transactions. We are proud to be an Arizona Daily Star Reader's Choice winner.

As a full-time employee, you are eligible for Pima Federal's robust benefits package including:

  • Insurance:
    • Medical, dental, and vision – each benefit has a generous contribution from the credit union
    • 100% company-paid life insurance, short-term disability, long-term disability, and employee assistance program (EAP)
    • Access to other products such as two flexible spending account (FSA) options, critical illness insurance, accident coverage, and buy-up options on life insurance
  • Retirement:
    • 401(k) plan with company match
    • 100% company-funded pension plan
  • Generous paid time off policies, including 11 paid holidays
  • Tuition Reimbursement
  • Access to on-demand pay and one-on-one financial planning
  • An award-winning wellness program
  • Access to an on-site car repair service

In addition, you'll be part of Pima Federal's engaging culture, which includes employee appreciation events, paid volunteer time, and a healthy work-life balance. We are proud to have been recognized as a finalist in the Tucson Metro Chamber's Copper Cactus Awards for Best Place to Work in 2023! If this sounds like the next step in your financial industry career that you've been looking for, apply now!

If you feel that you would be right for this position, please fill out our initial 3-minute, mobile-friendly application.

Pima Federal Credit Union

In 1951, sixteen teachers pooled together $84 in deposits and founded our credit union with the common purpose of helping people. To this day, our common purpose still exists. We’re here for our members, and we thrive by delivering on our value promise of Smart. Simple. Personal. SMART. We are the smart choice for a few reasons. We offer competitive loan and deposit rates, while keeping fees as low as possible. We also provide our members with local service, yet nationwide access. Lastly, we only offer financial solutions that are relevant to each member’s situation. We do not sell products or services just to meet our goals; rather, we evaluate each member’s financial situation and offer solutions that help members achieve their financial hopes and dreams. SIMPLE. We understand that we live in a fast-paced world and not everything can be simple. However, banking should be and we are dedicated to simplifying everything we do. From how our members apply for a loan to the options on our phone menu to the website experience we provide to our members, we work diligently to provide our members with banking options that are easy to understand and use. PERSONAL. It is our goal to make every interaction you have with us a pleasant experience that’s focused on you. Whether it’s greeting you at the door or sending you flowers for that special occasion or simply providing you with water while you’re in the lobby, we are committed to delighting our members with a memorable experience. As a financial cooperative, we thrive by offering great value to our members, and we believe our value promise – Smart. Simple. Personal. – will benefit you and your family.
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