Member Service Specialist I - Haverford

P

Police & Fire Federal Credit Union

Posted 2 months ago

Full Time

Philadelphia, Pennsylvania

In Person

Smart Summary

Responsibilities

The Member Service Specialist I is responsible for providing superior member service and developing relationships through the Total Member Connect process. They handle branch operations including membership applications, loan processing, and cash-related tasks at the window or ITM.

Qualifications

You have a High School Diploma/GED and ideally one year of customer service experience with sales or production goals. You possess strong communication, problem-solving, and organizational skills, coupled with exceptional member service abilities and proficiency in computer systems.

Must Have Skills for ATS

Word

Excel

Outlook

Jack Henry Symitar/Episys

Meridian Link

Job Description

 ****EXCELLENT MEDICAL, DENTAL, VISION BENEFITS: 75% to 90% of premiums covered by PFFCU*****

****401K – PFFCU contributes automatic 6% regardless of employee contribution after 1 year*****

Location:  7501 Haverford Avenue, Philadelphia, PA 19151

********Great benefits, paid time off, and more! Become a part of the team today!******

 Are you looking for a career with professional growth opportunities?

Do you have a passion for helping others?

Do you enjoy setting goals and reaching them?

If you answered YES to any of the above questions, we are looking for you!

Principal Mission

Member Service Specialist I (MSS I) is the entry level branch role. Responsible for providing superior member service in branch and ensuring new and existing member relationships are developed by using product knowledge in conjunction with execution of our Total Member Connect (TMC) process to support the Credit Union’s growth goals. Support PFFCU growth goals by engaging with members using Total Member Connect (TMC) and product knowledge to uncover products and services to benefit the financial well-being of our members and while maintaining a high level of integrity and operational efficiency.  

All PFFCU staff members are responsible to promote the corporate values of member service, teamwork, commitment, performance and professional competency. 

Major Responsibilities

  • Adheres to PFFCU Commitment to our Members and leads by example at all times.  
  • Deliver superior member service by treating members with respect consistently providing friendly and professional service. 
  • Responsible for all aspects of the branch, including but not limited to completing membership applications, loan applications, resolving account issues and performing cash-related responsibilities on the window, desk or ITM.  
  • Ensures member information is secured and protected.  
  • Cross sell Credit Union products through meaningful conversations to uncover member needs for products and services using the 5 Step TMC process.
  • Effectively uses resources to handle member inquiries and concerns efficiently and to completion. 
  • Demonstrates flexibility to help ensure the branch properly staffed.
  • Works to make a good first impression on members that reflects well on PFFCU.
  • Assists in activities based on needs of the branch at the ITMs, Service Window, or Sales Desk.

Additional Responsibilities

  • Focus on quality, producing work that is thorough and completed with minimal errors. 
  • Assists management with Dual Control processes as needed.  
  • Reach successful or better production as defined in the Retail Performance Standards having quality conversations with members to deepen relationships using the TMC process.
  • Maintains a neat and organized workspace.
  • Presents a professional image in dress, demeanor and speaking voice in all interactions with members, co-workers and supervisors.

Qualifications:

  • High School Diploma/GED
  • Preferred 1 year of Customer Service with Sales/Production goals.
  • Strong verbal and written communication skills
  • Solid problem-solving skills 
  • Exceptional Member Service skills
  • Strong organizational skills
  • Ability to remain professional and composed under pressure
  • Embraces technology 
  • Proficient with Computers and working in Various Software systems simultaneously, including but not limited to Word, Excel, Outlook, Jack Henry Symitar/Episys, Meridian Link, etc. 

 Physical Requirements:

  • Prolonged periods of standing and walking (4+ hours) while working on a computer assisting members at ITMs or Window.
  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

This job description does not constitute a contract between the employee and the Credit Union.

Employees are “At Will” employees they may terminate their positions and are subject to termination, at any time, for any reason. Management retains the right to restructure positions, change job descriptions, and eliminate positions without prior notice.

#PFFCUBSR

P

Police & Fire Federal Credit Union

PFFCU is looking for staff who share our values and can help us achieve our mission. PFFCU's Values represent the staff’s commitment to the Credit Union. It is a statement of how staff should think and act with regard to their position. Member Service: Member Service comes first. Members are the reason PFFCU exists. Teamwork: Work constructively within your department and with other departments to achieve the common goals of PFFCU. Commitment: Devote the energy and effort needed to achieve excellence. Embrace change and continually learn to increase efficiency and improve member service. Performance: Achieve results and take responsibility for your individual and team performance and learn from your mistakes. Recently awarded MemberXP 2020 Best of the Best for providing outstanding service in our Loan Experience, Mortgage Experience, New Member Experience, and Member Transaction Experience. PFFCU’s mission is to be our members' primary financial services provider, focusing on loans and deposits. We will earn our members' Trust by providing quality financial products at very attractive prices, delivered with superior Service, Value and Convenience. At PFFCU, we recognize that a motivated and knowledgeable staff is critical to the success of our organization. We can’t achieve our member service and loan and deposit growth goals without our dedicated team of professionals. This is why we are proud to offer competitive salaries and incentive programs, comprehensive medical, dental and vision benefits, retirement plans with employer contribution, tuition assistance, and paid time-off. Ready to apply: Log onto www.pffcu.org/careers Click Employment Application (top right)
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