Member Service Officer (MSO) - East York

First Capital Federal Credit Union; East York (PA); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Paid time off

Medical, dental, and vision insurance

401(k) retirement plan

Professional development opportunities

Positive and supportive work环境

Job summary

First Capital Federal Credit Union in York County, Pennsylvania, is seeking a full-time Member Services Officer to join our community-focused team. You will help members with loan needs, checking and savings, and guide them through digital services.

The ideal candidate is service-focused, energetic, with strong communication and multitasking skills, and a willingness to learn. We offer competitive pay, benefits, and opportunities to advance.

Qualifications

• High School diploma or equivalent.
• Two years minimum working in customer service, banking, or a related field.
• Ability to navigate/operate a PC in a Windows based system and apps, with ease.

Responsibilities

• Deliver prompt, professional, and friendly service while building positive member relationships.
• Assist members with loan needs, including applications and identifying appropriate lending solutions.
• Help members manage their checking and savings accounts, including CDs and IRAs.
• Educate members on digital services, including online banking and the mobile app.
• Identify opportunities to recommend Credit Union products and services that meet members’ financial needs.
• Build strong member relationships by understanding their goals and providing personalized financial solutions.
• Support sales goals while maintaining a member-first approach.
• Maintain accurate records and follow established policies and procedures

Skills

Customer service

Communication

Multitasking

Attention to detail

Education

High School diploma or equivalent

Tools

Windows OS

MS Office

Job description

Introduction:

First Capital Federal Credit Union is seeking a full-time Member Services Officer (MSO) to join our growing team. If you are a service-focused, energetic person, looking to advance your career and work in a well-respected, community-based financial institution with excellent salary, benefits, and incentives, this may be the right position for you!

First Capital Federal Credit Union is a full-service financial institution serving the needs of members throughout York County, Pennsylvania, and the United States. Membership in the Credit Union is open to all employees and their families of companies within our Field of Membership.

First Capital Federal Credit Union's mission statement is the financial wellbeing of members and dedication to our community come FIRST.

Individuals who can provide exceptional service, work with our members on their loan needs, and provide our members guidance on the right Credit Union products and services to meet their needs. Our Member Service Officers also assist members with their checking and savings needs, such as CDs and IRAs, digital services such as our mobile app, and identifying opportunities for new products as services. The ideal candidate will be comfortable working with members on their loan and financial needs, eager to learn new skills, have excellent written and oral communication, the ability to multi-task, and a passion for helping people.

Key Responsibilities

• Deliver prompt, professional, and friendly service while building positive member relationships.
• Assist members with loan needs, including applications and identifying appropriate lending solutions.
• Help members manage their checking and savings accounts, including certificates of deposit (CDs) and IRAs.
• Educate members on digital services, including online banking and the mobile app.
• Identify opportunities to recommend Credit Union products and services that meet members’ financial needs.
• Build strong member relationships by understanding their goals and providing personalized financial solutions.
• Support sales goals while maintaining a member-first approach.
• Maintain accurate records and follow established policies and procedures

Qualifications

• High School or Equivalent.
• Ability to navigate/operate a PC in a Windows based system and apps, with ease.
• Able to professionally communicate with members via phone, email, and in-person.
• Two years minimum working in customer service, banking, or a related field.

Perks

• Competitive salary
• Paid time off
• Medical, dental, and vision insurance
• 401(k) retirement plan (US only), Employer RRSP match (Canada only)
• Professional development opportunities
• Positive and supportive work environment