Member Service Specialist I - Warminster, PA

Pffcu; Warminster Township (Bucks County); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Excellent medical benefits

Dental benefits

Vision benefits

401K plan with company match

Job summary

PFFCU is seeking a friendly, customer-focused Member Service Specialist I to deliver superior service at the branch and cultivate member relationships using our Total Member Connect process. You will support growth goals by recommending products that improve members’ financial well-being while upholding integrity and efficiency.

The role requires strong communication, problem-solving abilities, and professional presentation.

Qualifications

• High School Diploma or GED.
• 1 year of customer service with sales/production goals preferred.
• Strong verbal and written communication skills.
• Solid problem-solving skills.
• Exceptional member service skills.
• Strong organizational skills.
• Ability to stay professional under pressure.
• Proficient with computers and software systems including Word, Excel and Outlook.

Responsibilities

• Adheres to commitments and leads by example.
• Deliver superior member service with friendly, professional service.
• Handle branch tasks: memberships, loans, account issues, cash handling.
• Protect member information and maintain security.
• Cross-sell products using the Total Member Connect process.
• Use resources to answer inquiries and resolve issues to completion.
• Support branch staffing and present a professional image.
• Assist in ITM, service window or sales desk tasks.

Skills

Customer service

Communication

Organization

Professionalism under pressure

Tech-savvy

Problem solving

Education

High School Diploma/GED

Tools

Jack Henry Symitar

Meridian Link

Word

Excel

Outlook

Episys

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Warminster Entry Level Mbr Sev Warminster, PA, US

Salary: $20.00 Annually

****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*****

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

Starting at $20.00 per hour

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.

PFFCU is an Equal Employment Opportunity (EEO) Employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status or disability (in compliance with the Americans with Disabilities Act) with respect to employment opportunities. PFFCU complies with Philadelphia’s Fair Chance Hiring Law;'