What are the responsibilities and job description for the Electronic Service Representative position at PACIFIC CREST FEDERAL CREDIT UNION?
Job Details
Description
Pacific Crest Federal Credit Union (Pacific Crest) is a rapidly growing not-for-profit financial cooperative headquartered in Klamath Falls, Oregon. We are seeking the next member of our Electronic Branch located at our Washburn branch in Klamath Falls, Oregon.
The Electronic Service Representative (ESR) will help fulfill Pacific Crest’s mission of providing our members and communities with the opportunity to prosper through direct work with members and potential members. Using electronic channels such as phone or chat, the ESR will assist members and potential members in explaining services, exploring opportunities, and providing solutions using our core values: Listen to understand, Think with creativity, Act with integrity.
Who We Are...
We believe in the kind of service that comes only through a local institution, where every single person is a member — not a number. Our staff have roots here, and we care about the people we work with, both as members of our credit union, and as members of our community.
So we listen with purpose. We bring creativity to challenges. We demonstrate integrity. And we deliver a structure of financial products and services to help our members explore the scope of what’s possible.
Essential Job Functions
- Contribute to the fulfillment of Pacific Crest's mission.
- Deepen member relationships with Pacific Crest by maintaining current knowledge of all products and services, including the benefits and how they can benefit the member
- Provide the best first impression to members and potential members who call into the credit union and seek to identify their needs and provide a solution.
- Process member financial transactions accurately and efficiently.
- Assist members with Pacific Crest card services requests.
- Assist members with loan servicing inquires.
- Actively troubleshoot issues with electronic services and provide follow through with resolution for member satisfaction.
- Achieves or exceeds established sales goals through building of member relationships, referring products and services to meet their needs
- Proactively work with all departments to ensure an exceptional member service experience is delivered with every member interaction
Qualifications
Education and Experience
- 6 months-1 year of financial services or related experience preferred.
- A cooperative, positive attitude toward members and fellow employees using sound interpersonal skills.
- 1-2 years of exceptional customer service experience preferred.
Knowledge, Skills and Abilities
- Proven attention to detail
- Strong verbal, written and interpersonal skills
- Excellent technical skills
- Motivated to learn and grow within the position and credit union
- Problem-solving skills
PHYSICAL CONSIDERATIONS
- A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) is necessary.
- Ability to lift and/or carry up to 25 pounds
- Stooping, kneeling, crouching, and reaching below, at, and over shoulder level required
- Sitting – 80%; standing and walking – 20%
- Hearing, visual, and verbal ability required
Pacific Crest Federal Credit Union is an Equal Opportunity Employer.
The good faith hourly salary range for this position is $17/hr - $28/hr. This range is an estimate, based on potential employee qualifications, including bonafide factors, operational needs, and the finalized job description. The hourly salary may vary above or below the stated amounts, as permitted by applicable law.
Salary : $17 - $28
