What are the responsibilities and job description for the Lakeview, OR - Member Service Representative position at PACIFIC CREST FEDERAL CREDIT UNION?
Job Details
Description
Pacific Crest Federal Credit Union is hiring for a MEMBER SERVICE REPRESENTATIVE at our branch located in Lakeview, OR. Fulfill Pacific Crest Federal Credit Union’s (Pacific Crest) mission of providing our members and communities with the opportunity to prosper through direct work with members and potential members, listening, thinking, and taking action to meet needs and provide solutions. Assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments, as well as opening new accounts, certificates of deposit, and electronic services. Referring products and services benefiting our members.
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 understanding of how they can benefit the member.
- Receive and process member financial transactions, including but not limited to deposits, withdrawals, fund transfers, loan payments, cash advances, coin processing, Pacific Crest card maintenance and gift/travel card sales to members.
- Achieve or exceed the established sales goals through building of member relationships and referring products and services to meet member needs.
- Take ownership of personal development by leveraging monthly coaching and participate in continuing education to qualify for MSR 2.
- Assist with branch opening and closing.
Qualifications
Education and Experience
- Minimum of a high school diploma or equivalent, higher education is a plus
- 1-2 years of financial services or related experience preferred
- Customer service and/or retail experience is strongly preferred
Knowledge, Skills and Abilities
- Detail oriented and good organizational skills
- Strong verbal, written and interpersonal skills
- Excellent computer skills
- Motivated to learn and grow within the position and credit union
- Problem-solving skills
- Scheduling flexibility required
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 $16/hr - $26/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 : $16 - $26
