Credit Union Member Services Representative, Part-Time Job at Everence, Belleville, PA

eWc0c3BqclFWSGJsNEpZeUJOdEJveTBxQ3c9PQ==
  • Everence
  • Belleville, PA

Job Description

Job Description

Job Description

POSITION SUMMARY

Professionally represent Everence Federal Credit Union (EFCU) to members and future members. Provide an excellent member experience by welcoming members, efficiently processing transactions, resolving problems, and uncovering financial needs for referrals to the appropriate individual or line of business.

Accurately and efficiently process member transactions, service requests, and the opening of new memberships/accounts in a courteous, confidential, and professional manner. Research and respond to member inquiries. Promote EFCU products and services by proactively engaging in conversation with individuals, organizations, and businesses by following our ‘Service to Sales’ process, helping members achieve their everyday banking needs.

RESPONSIBILITIES AND DUTIES

  1. Provide the best member experience possible by being courteous and efficient with all members, in person or over the telephone.
  2. Maintain a comprehensive understanding of all products and services offered through study and use whenever possible.
  3. Adhere to Everence F.A.I.T.H. values: Focused, Accountable, Innovative, Trustworthy, Helpful.
  4. Identify cross-selling opportunities by asking members open-ended questions.
  5. Contribute to the overall sales performance of the office team.
  6. Educate members and refer Everence products and services that meet our members’ needs.
  7. Open/close memberships/accounts and negotiate Certificates of Deposits/IRAs.
  8. Onboard new members with follow-up telephone calls, e-mail messages, and/or mailings to ensure the use of various products and services.
  9. Contact members and prospects to update records, cross-sell and deepen relationships.
  10. Complete training as assigned.
  11. Participate in regular office meetings.
  12. Process member transactions such as deposits, loan payments, transfers, cashier’s checks, cash advances, stop payments, etc.
  13. Adhere to policies and procedures including but not limited to security and transaction verification. Adhere to Anti-Money-Laundering Policy established to comply with the provisions of the Bank Secrecy Act (BSA) which includes the Customer Identification Program (CIP), Currency Transaction Report (CTR), Suspicious Activity Report (SAR) and Monetary Instrument Log; USA Patriot Act; and regulations from the Office of Foreign Assets Control (OFAC).
  14. Work as part of the team and serve as a resource for other EFCU branches.

QUALIFICATIONS

Education:

Minimum high school diploma or equivalent

Experience:

  1. Basic understanding of credit union operations
  2. Customer service experience and/or experience in financial services preferred
  3. Cash handling experience

Skills and Abilities:

  1. Ability to provide exceptional service
  2. Professionalism, honesty, integrity, and good listening skills to build rapport and relationships
  3. Strong interpersonal, communication, and organizational skills
  4. Accuracy and attention to detail with mathematical aptitude and analytical skills
  5. Ability to exercise good judgment, solve problems, offer sound advice, and cross-sell products and services
  6. Ability to operate related computer applications and business equipment
  7. Experience with customer databases a plus
  8. Adaptability to changing workflows and ability to remain positive and productive in a fast-paced environment
  9. Availability to work based on branch scheduling needs

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Part-time – 24 hours/week

Job Tags

Part time,

Similar Jobs

Epic Special Education Staffing

Sign Language Interpreter School Job at Epic Special Education Staffing

 ...Epic Special Education Staffing is partnering with an exceptional school district who is looking for a contract Sign Language Interpreter for the 2024 - 2025 school year. Duration: ASAP - 06/13/2025 Location: Yelm, WA Location Type: On-Site Schedule: Full... 

Hammer Made

Marketing Coordinator Job at Hammer Made

 ...menswear. As we continue to expand, were looking for an In-office Marketing Coordinator who shares our passion for style, creativity, and...  ...you're an organized, creative thinker eager to dive into the fashion world, wed love to meet you! Hammer Made is seeking a highly... 

Gpac

Chemical Plant Manager Job at Gpac

Plant Manager Are you ready to lead a dynamic team and drive operational excellence in a fast-paced chemical manufacturing environment? We're looking for a Plant Manager to oversee the manufacturing of high-quality products, ensuring smooth operations, top-notch safety... 

Tutor Me Education

Virtual SPED Tutor Job at Tutor Me Education

 ...details: Virtual instruction from your home computer, on your schedule! This is a...  ...with special education, accommodations, and working with students with learning disabilities...  ...background check if required This is a contract job, with opportunities for additional tutoring... 

LifeBridge Health

LifeBridge Health | NURSING INFORMATICS SPECIALIST Job at LifeBridge Health

 ...NURSING INFORMATICS SPECIALIST ~Baltimore, MD ~SINAI CORPORATE ~INFORMATION SERVICES ~Part-time - Day shift - 8:00am-4:30...  ...required. Additional Information As one of the largest health care providers in Maryland, with 13,000 team members, We strive...