PFR I- Marketplace Branch

About the role

The PFR I promotes member financial well-being through engaging members in meaningful conversations to resolve financial inquiries, enrich the member's experience, and deepen their relationship with the Credit Union. This position processes transactions, handles cash, performs account maintenance and troubleshooting, assists with new memberships and various account and lending offerings, and educates members on Credit Union products and services.

Responsibilities

• Assists members, guest members, and potential members with their account inquiries, performs cash and non-cash transactions, and account maintenance while actively listening to and inquiring about needs with the objective of providing the ultimate member experience and value-added solutions.
• Assists members and potential members with new credit union memberships, consumer account, and consumer lending inquiries.
• Opens, closes, converts, and/or maintains member accounts, receives and processes applications for all consumer lending offerings with the objective of enriching the member experience and deepening their relationship with CapEd.
• Resolves complex member inquiries with a focus on the Brand Promise while utilizing and adhering to company policies.
• Researches and explores potential solutions to provide alternatives for members.
• Follows escalation processes to direct members to the appropriate team member as needed.
• Balances cash, checks, and completes daily transactions, account maintenance, and loan applications with minimal errors.
• Maintains expert knowledge of all credit union products, services, and promotions.
• Contributes to efficient Credit Union operations by performing other job-related duties as assigned.