Member Service Officer

Responsibilities

• Greet member by name and smile.
• Assist members in utilizing the PTM.
• Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
• Identify and refer loan opportunities to PBO, Branch Manager or MLC.
• Proactively identify opportunities to serve members further using the Mini-FiNap process.
• Educate members on convenience services, such as mobile, e-banking, e-quest, bill pay, direct deposit, ATM and shared branches.
• Use good judgment when establishing new accounts and accepting items for deposit to minimize risk of loss to the credit union.
• Be able to research and resolve escalated Member issues.
• Be able to work as a team player, prioritize tasks and handle high volume traffic.
• May be required to support other branches when necessary.

Requirements

Must be able to research and resolve escalated Member issues.

Qualifications

• High school diploma or equivalent.
• Experience in customer service preferred.
• Ability to work independently and as part of a team.
• Strong communication and problem-solving skills.

Skills

• Customer service skills.
• Knowledge of credit union policies and procedures.
• Ability to operate PTM and other financial services.
• Basic computer skills.

Benefits

Financial Partners Credit Union offers a comprehensive benefits package that includes health insurance, retirement plans, paid time off, and more. Details can be found in the Employee Handbook.

Pay

The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates.

Schedule

Hours may vary based on branch needs.