What are the responsibilities and job description for the Member Service Center Representative position at PSFCU?
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 in processing of transactions;
- Provide by telephone, general and specific service-related information concerning Credit Union products, services or policies;
- Respond to members' requests, problems and complaints, and / or direct the member to the proper person for specific information and assistance;
- Cross-sell and / or promote PSFCU products and services to PSFCU members and prospective members.
- Assist members in balancing their accounts
- Research account discrepancies;
- Provide member service in Online Banking setup up.
- Process stop payment requests for share drafts and revocation of authorization for ACH debits;
- Accept member requests for draft copies, copies of statements and account history, and copies of tax forms;
- Maintain comprehensive and in-depth knowledge of the Credit Union's line of products and services to ensure effective cross selling;
- Provide member services to ATM, VISA and Debit Card holders;
- Open / create and close ATM and Debit Card accounts;
- Facilitate Visa Card, Debit Card and ATM Card activation;
- Process payments for Visa Credit Cards and Loans;
- Order and reorder checkbooks from Harland Clarke;
- Open new memberships and share draft accounts over the phone
- Provide members with information regarding consumer loans, real estate loans, business loans, and VISA cards.
- Accept Credit Card applications and Vehicle Loan applications
- Perform name and address verification for merchants in regards to Visa and Debit cards;
- Provide service / information resource for co-workers;
- Effectively offer Credit Union products and services through the practice of established sales and service techniques;
- Temporarily increase credit limit on Credit Cards up to the maximum amount specified for this position;
- Perform any other duties or responsibilities, as required or assigned.
Requirement :
AN EQUAL OPPORTUNITY EMPLOYER
