PenFinancial Credit Union

Member Service Representative

Niagara Falls, ca Full-time On-site
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Job Description

The Member Service Representative provides excellent customer service that is accurate, timely, and efficient to our Members in all interactions, both at the front counter and/or by phone/email. MSR’s also uncover opportunities where we can better help Members, and potential Members, with our various banking solutions/services and refers them to appropriate branch partner to help our Members achieve their financial goals. The MSR will ensure they are aware of, and adhere to, operating procedures and policies to safeguard the assets of the organization and the Member. Differentiating Accountabilities ( Duties may vary by branch location and size): Create a personal and exceptional Member experience (both at the front counter and/or by phone), by developing and deepening relationships, maintaining regular communication, answer inquiries, providing timely responses, value-added information and advice to Members while always striving to increase Member satisfaction through service provided.  Act as primary treasury custodian. This includes and is not limited to; verification and balancing of treasury cash, all incoming cash parcels & outgoing cash parcels. Act as the custodian for Safety Deposit Boxes. Act as a joint custodian for other safekeeping items and all engraved documents and forms. Handle Member requests for deposits, withdrawals, transfers, identify and fulfill member’s financial service’s need and other basic transactions. Assist members with ATM, MasterCard and Debit Cards by accepting payments, applications, encoding of new cards, and inquiries. Promotes credit unions’ products and services when a need or opportunity specific to the member is identified by offering a full range of financial services, including registered and non-registered investments, and basic loan services. Make referrals to specialists and advisors as required. Responsible for balancing of daily cash as required and location of all cash differences, ensuring the immediate supervisor is advised immediately. Assist with ATM loading and balancing. Attend to the accurate and prompt preparation and audit of all assigned reports, status checking, investment renewals and internal accounting reports.  Identify opportunities to promote and complete credit card applications with Members and complete regular care calls Open account types and demands, as required and proactively resolve Member concerns and refer to Manager when required.  Improve efficiency and simplicity while supporting a culture of innovation, utilize all procedures as appropriate for organizational consistency in application and execution including being personally accountable to ensure that you have read, understood and have implemented your daily work resulting in a satisfactory rating on all branch audits while constantly producing innovative solutions to create efficiencies in your work. Foster truly local banking by identify opportunities to develop business within the community and attract new Members by establishing “centers of influence” outside the branch and participating in community and branch events as a brand ambassador. Perform other assigned responsibilities.

Frequently Asked Questions

What does the Member Service Representative role at PenFinancial Credit Union involve?

The Member Service Representative position at PenFinancial Credit Union in Niagara Falls, ca is a full-time role. The Member Service Representative provides excellent customer service that is accurate, timely, and efficient to our Members in all interactions, both at the front counter and/or by phone/email. MSR’s also uncover opportunities where we can better help Members, and potential Members, with our various banking solutions/services and refers them to appropriate branch partner to help our Members achieve their financial goals. The MSR will ensure they are aware of, and adhere to, operating procedures and policies to safeguard the assets of the organization and the Member.

What skills are required for Member Service Representative at PenFinancial Credit Union?

Key skills for this role include: RDS.

What is the salary for Member Service Representative at PenFinancial Credit Union?

The salary for this position is not publicly listed. You can negotiate during the interview process. Check Glassdoor or Levels.fyi for estimates.

Is the Member Service Representative position at PenFinancial Credit Union remote or on-site?

This position is On-site. The role is based in Niagara Falls, ca.

How do I apply for Member Service Representative at PenFinancial Credit Union?

You can apply for this position directly through the employer's careers page. Click the 'Apply Now' button on this page to be redirected to the original listing. Make sure your resume is ATS-optimized. Use SpotChange's free ATS test to check.

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About This Role

Member Service Representative at PenFinancial Credit Union is a full-time other position in Niagara Falls, ca. Key skills include RDS. Education: Master's Degree preferred. Experience: 3+ years.

This role is classified as on-site and is suitable for mid level-level professionals. Ghost Score 25/100 (Probably Active) indicates this listing is probably active with recent employer engagement.

To apply, visit the official application page through the Apply Now button above. SpotChange Jobs provides AI-powered career tools including resume optimization, ATS testing, interview preparation, and salary negotiation assistance.