Member Service Representative - Sunbury

Service 1st Federal Credit Union; Sunbury (Northumberland County); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading financial institution in Sunbury is seeking a dedicated Member Service Representative. This full-time position involves assisting members with their financial goals through excellent service and effective problem-solving. Candidates should possess strong interpersonal skills and experience in customer service. Join a team committed to providing exceptional service while maintaining a professional and friendly environment.

Qualifications

• 1-3 years of experience in customer service, banking, or related fields.

Responsibilities

• Assist members with routine financial transactions and inquiries.
• Cross-sell products and services to meet members' financial needs.
• Maintain cash drawer limits and balance cash drawers.

Skills

Customer Service

Interpersonal Skills

Problem-Solving

Education

High School Diploma or GED

Job description

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Role and Requirements

• Monday through Saturday Availability Required.
• Full Time - 40 Hours Per Week

The primary responsibility of a Member Service Representative is to assist members in meeting routine financial goals while exceeding their expectations for service. Responsibilities include performing routine account transactions, cross-selling products and services to fulfill members' financial needs, and researching and resolving account questions and concerns.

Essential Functions & Responsibilities

• Receive and process member's financial transactions.
• Cross-sell deposit, loan, and convenience services appropriate to each member.
• Research member account questions and concerns using problem-solving skills.
• Perform routine daily, weekly, and monthly tasks.
• Perform other duties as assigned.

Performance Measurements

• Provide friendly, professional, accurate, and personal service to all members and guests.
• Complete member transactions including deposits, withdrawals, transfers, loan and VISA payments, and more.
• Fulfilling financial needs and uncover unstated needs through directed conversations.
• Maintain cash drawer limits, verify and balance cash drawers, and handle other cash management tasks.
• Resolve questions and concerns, research inquiries, and troubleshoot issues promptly and accurately.
• Adhere to policies, procedures, and guidelines set by the credit union.
• Follow proper procedures for dual control and security.
• Complete miscellaneous tasks such as typing, filing, and answering phones.
• Maintain dependable attendance and punctuality.
• Participate in training and professional development activities.

Knowledge, Skills, and Abilities

• 1-3 years of experience in customer service, banking, or related fields.
• High school diploma or GED required.
• Strong interpersonal skills for communicating with members.
• Ability to operate a computer and perform basic mathematical calculations.

Work Environment

• Not substantially exposed to adverse environmental conditions.
• State of Pennsylvania residency required.

Service 1st Federal Credit Union is an equal opportunity employer, committed to diversity and inclusion.