Member Services Representative
: Job Details :


Member Services Representative

PSFCU

Location: Staten Island,NY, USA

Date: 2024-09-18T06:52:45Z

Job Description:

Polish & Slavic Federal Credit Union is committed to supporting our employees' overall wellbeing by providing valuable benefits. The credit union proudly offers a competitive benefits package, that includes: Medical, Vision and Dental Insurance, Retirement Plans, Life Insurance Plans, Tuition Reimbursement and Pet Insurance, among other benefits. We also have a generous Paid Time Off policy including Vacation, Personal and Sick Time, as well as, a Birthday Day off. Core Responsibilities:

  • Represent the Credit Union to the members in a courteous and professional manner and provide prompt, efficient and accurate service;
  • Develop and maintain an understanding of the Credit Union philosophy, organization, bylaws and operational procedures;
  • Provide general and specific service-related information concerning Credit Union products, services or policies, in person and /or by telephone;
  • Respond to members' requests, problems, and complaints, and/or direct members to the proper person/department for specific information and assistance;
  • Responsible for appropriate handling of member mail and incoming documentation as well as other incoming mail;
  • Develop good relationships with PSFCU vendors;
  • Attend, represent and actively participate in PSFCU community events as well as actively participating in branch sponsored events;
  • As per PSFCU Policy and Procedures perform routine transactions, including but not limited to:
    • opening/closing accounts and shares;
    • accepting wire transfer requests-domestic and international;
    • performing change of address, issuing temporary checks;
    • performing Harland Clarke share drafts orders;
    • processing ATM card and Debit card requests;
    • handling and processing IRA accounts;
    • handling and processing Share Certificates of Deposits;
    • handling and processing Club accounts;
    • direct deposit of Social Security and payroll checks to members accounts;
    • processing lost passbook requests;
    • performing Chex Systems checks;
    • set up and provide access to On-Line Banking, Mobile Banking
  • Service existing accounts; set up new accounts files and provide members with all necessary information and assistance;
  • Provide members with information regarding consumer loans, business loans, and VISA cards and appropriately align the right loan product for the member's financing need;
  • Assist members in the completion of the loan application (real estate loans excluded) and all associated forms;
  • Accept and process loan applications of all types (real estate loans excluded); review documentation for accuracy; and request all necessary documentation required to complete the loan application;
  • Notify members by phone or mail that their checkbooks are ready for pickup at the branch;
  • Conduct orientation interview on Credit Union services and programs with each new Credit Union member;
  • Effectively offer Credit Union products and services through the practice of established sales and service techniques;
  • Post dividends prior to the end of the month for all closed member accounts;
  • Perform all functions of Teller when business needs dictate;
  • Maintain extensive knowledge of all products and services;
  • Monitor changes in interest rates and effectively communicate pricing to members
  • Maintain superior knowledge and full understanding of consumer loan products;
  • Act as a Safe Deposit Box Attendant, responsible for handling box rentals, providing access to the vault area and related functions;
  • Perform other duties or responsibilities as assigned;
  • Effectively cross-sell PSFCU products and services in order to achieve Branch Goals as per the Branch Goals Incentive Plan.
  • Travel to and cover at other branches if necessary and needed.
  • And other functions as needed and delegated by the Branch Manager;
  • Requirements:
    • 1-2 years of work experience;
    • 1 year of experience as a Teller;
    • Basic computer skills and knowledge of computer software programs;
    • Ability to cross sell products;
    • Fluency in spoken and written Polish and English
    • High School Diploma
    AN EQUAL OPPORTUNITY EMPLOYER Pay: $16.20 - $22.26 per hour
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