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P1FCU · 1 month ago

Traveling Member Service Representative 1

Post Falls, ID

Full-time

Onsite

Entry Level

1+ years exp

P1FCU is a financial institution seeking a Traveling Member Service Representative 1 to provide exceptional service to members across various branches. The role involves engaging with members, performing transactional duties, and fostering strong relationships by presenting suitable credit union products and services.

Financial Services

Responsibilities

Protect the integrity and confidentiality of our membership by identifying members/account ownership to ensure proper access is upheld

Perform transactional duties to serve members with high accuracy in accordance with credit union policies and procedures as well as adhering to P1FCU’s balancing standards and proper dual control

Deepen member relationships by presenting and explaining credit union products and services to members that meet the members financial needs through positive interactions

Exceed service expectations by creating unparalleled member experiences and excellence with every interaction, taking ownership of issues and challenges, and increasing member loyalty

Maintain an up-to-date and comprehensive knowledge of all credit union products and services to deepen member relationships

Responsible for learning the core skills of the position, along with continuously learning, staying current on regulatory, policy and procedure changes

Proactively and efficiently resolve issues/problems with member accounts

Performs other duties as assigned: including but not limited to drive-up service and night drop functions as assigned

Ensures that work area is clean, secure and well maintained

Performs related clerical duties and attends meetings as required

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Qualification

P1FCU productsCustomer service skillsProblem solving skillsOrganizational skillsTyping skillsSoftwareInterpersonal skillsCommunication skills

Required

Ideally a minimum of one to three years of similar or related experience

A high school degree or equivalent

Courtesy, tact, and diplomacy are essential elements of the job

Must have excellent knowledge of P1FCU products and services

Must be familiar with various computer software programs and comfortable with automated technology

Must be able to type, use PC, general office equipment including ten-key calculator

Excellent organizational and communication skills with vendors, staff, members, and general public

Must be able to travel to all region branch locations during staffing needs

Ability to assist members with all MSR responsibilities

High level of organization and multi-tasking skills

Must have the ability to use problem solving skills to independently resolve challenges, utilizing all resources available

Must be able to perform job functions independently and with limited supervision

Must work effectively as part of a team

Must be able to read and carry out various written instructions and follow oral instructions

Must be able to speak clearly and deliver information in a logical and understandable sequence

Must be able to perform basic financial calculations with accuracy

Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization

Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace

Must be capable of exercising highest level of discretion on confidential matters