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Pacific Service Credit Union · 2 months ago

Floating Member Services Representative

Concord, CA, US

Full-time

Onsite

Entry, Mid Level

$20.77/hr - $25.64/hr

2+ years exp

Pacific Service Credit Union is dedicated to strengthening their members’ financial future through trustworthy practices and exceptional service. The Floating Member Services Representative is responsible for providing outstanding service experiences to members, assisting with banking transactions, and supporting various functions within the credit union.

BankingCreditFinancial Services

Comp. & Benefits

Responsibilities

Provide exceptional service experiences to members, and potential members through professional, prompt, accurate and engaging interactions through our branch network and contact center

Analyze members' needs and identify solutions through our robust products and services that would strengthen the financial future of those you assist, achieving set goals along the way

Deliver excellent service while assisting members and non-members with banking transactions such as; withdrawals, transfers, payments, account maintenance, and fraud assistance

Open accounts, demonstrating familiarity with complex account types such as Trusts, POAs, IRAs, and other fiduciary accounts

Through completing thorough needs assessments, process and fund loan applications for both new and existing members

Seamlessly fill the role of Member Service Representative II or Contact Center Representative II as needed

Perform daily reconciliation and balancing of an individual cash drawer

Protect the credit union and its members by actively working to mitigate and eliminate common fraud, account take over, and identify theft activities

Ability to assist members with digital banking needs, and provide guided explanations of how to self-serve, and navigate PSCU’s digital bank

Ensure familiarity with the Audit Checklist and is involved with daily, monthly, quarterly responsibilities to contribute to a successful audit. ng technologies

Supports organizational projects and initiatives impacting the Sales and Service, and Operations divisions of the credit union

Assists business units to ensure projects, programs, and roll-outs have been thoroughly vetted through User Acceptance Testing (UAT), for Operations division

Maintain regular and reliable attendance, including punctuality, are essential to achieving organizational excellence

Perform other duties as assigned by the Branch Manager

Qualification

Banking experienceCustomer serviceCommunication skillsBasic accountingMicrosoft OfficeExecutionJob knowledgeMember focusQuality of workProblem solvingCollaborationEffective communication

Required

High School diploma or equivalent required

Two to three years of experience at credit union or bank required

Must have excellent communication skills with members and other credit union staff

Ability to effectively communicate with and manage difficult members, and handle situations involving the general public is required

Ability to perform basic accounting functions, apply excellent arithmetic skills, and demonstrate the ability to handle cash and balance to a teller drawer summary is required

Ability to effectively work at a fast pace and in a rapidly changing environment

Ability to use keyboard, 10-key calculator, and all other general office equipment is required

Proficiency in computer programs (e.g. Microsoft Office)

Benefits

Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents.

401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service.

Bonus program: All employees are rewarded for attaining our annual organizational goals.

Tuition Reimbursement program for employees eligible after six months of service.

Recognition program where employees can be nominated by management, their peers or by members.

Employee referral bonus.

Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service.

Employees are eligible to receive a consumer loan rate discount

Vacation and sick time: Full-time employees receive more than two weeks’ vacation per year, 11 paid holidays and 10 days of sick leave.