Job Information
Pittsford Federal Credit Union Member Services Representative in Pitsford, New York
Order#: NY1491757
Member Services Representative
Position Summary The primary responsibility of a PFCU Member Service Representative is to provide the full spectrum of branch member service activities, including transaction processing, new member enrollment, and specific service explanation and support. Member Service Representatives work closely with other team members. Therefore, the ability to flourish in a team diverse team environment is essential. Member Service Representatives are often the initial, and thereafter, the primary contact the members has with PFCU. Therefore, delivering world-class, "member will recommend PFCU to others" service throughout every interaction is required. Close attention to detail, diligent research ability, strong organizational skills and proficiency in written and oral communication are critical to accomplish the responsibilities of the position.
Role Format: Full-Time, Non-Exempt, 100% In-Person/0% Remote
Major Duties and Responsibilities (Not all-inclusive) Open various new accounts, process information and educate members regarding PFCU products and services Explain and expedite the opening, closing, transfer and rollover of IRA-specific accounts Assist members with Share Certificates, including explanation of earnings, penalties, terms, etc. Establish automatic transfer of funds, ACH transactions, wires and other similar transactions Comply with PFCU policies and procedures, as well as applicable laws and regulations, including, but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control regulations. Thoroughly embrace, and through everyday actions, embody, PFCU's Five Core Values: Effort, Fun, Respect, Honesty/Integrity and Tolerance. Complete additional tasks and projects as assigned.
Qualifications A high school diploma or equivalent plus one to two years minimum of in-person customer service experience are required. Bachelor's degree preferred. Desire, ability and commitment to learn, with initiative to work independently. Strong interpersonal and communication skills, both written and verbal, demonstrated through the use of correct salutations, grammar, spelling, punctuation and encryption (for electronic communication) along with effective and positive interactions with members and team members. Working knowledge of Microsoft Office Suite (Word, Excel, and Outlook) and other common computer skills (Internet navigation, etc.). Ability to deal effectively, professionally, and pleasantly with internal team members, members of the Credit Union and members of the communities we serve. Willingness to work cooperatively and effectively on projects with others while promoting a team environment. Maintain a professional appearance that aligns with Pittsford Federal Credit Union's dress code policy. Maintain and exhibit a positive attitude which is vital to deliver world-class service. Representation of the credit union's core values in all aspects of professional conduct. Notary licensing is encouraged and valued in this role.