Member Service Representative - Gilbert Branch

Pima Federal Credit Union; Gilbert (AZ); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) match

Pension plan

Paid time off

Job summary

Pima Federal Credit Union in Gilbert, AZ is seeking a full-time Member Service Representative to deliver outstanding service at our branches. You will process teller transactions, open accounts, handle loan applications, and promote financial products while building rapport with members.

We value teamwork, integrity, and a commitment to helping people. The role offers comprehensive benefits, growth opportunities, and a culture that supports professional development.

Qualifications

• High school diploma or equivalent required.
• 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.

Responsibilities

• Process teller transactions, open and close accounts, update member information, conduct loan application interviews, process loan applications, fund loans, and present loan disclosures.
• Step into the teller line to process banking transactions, maintaining a balanced cash drawer.
• Achieve individual and team sales goals and stay updated on credit union products and services.

Skills

Customer service

Sales skills

Communication

Cash handling

Education

High school diploma or equivalent

Tools

Symitar (Episys)

Microsoft Office

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 Top Workplace the past three years!