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Member Services Representatives I

3 months ago

Tampa, United States Usf Fed Cred Union Full time
Job DescriptionJob Description

When joining USF Federal Credit Union, you can expect to work for a company that:

  • Strives to be the most influential partner in our Members’ financial journey.
  • Has been recognized with awards such as the “Sterling Governor’s Award for Excellence” and League of Southern Credit Unions & Affiliates “Credit Union of the Year”.
  • Has a culture of engagement, growth, process improvement and community volunteerism.

*Schedule: FT - Monday - Friday (9am-6pm), and rotating Saturdays (9am -1pm)

What’s in it for you:

  • Competitive pay, robust incentive programs, 401k matching, Mortgage and Auto Loan discounts
  • 4 weeks minimum paid time off work, work anniversary paid time off, 11 paid holidays and 8 hours paid volunteer time off.
  • Medical, Dental and vision plans with FSA option. (Employee Only Premiums for Dental and Vision are 100% Credit Union covered).
  • 100% Credit Union Paid Short-Term and Long-Term Disability and Life Insurance
  • Employee Assistance Program
  • Undergraduate and Graduate Tuition Reimbursement
  • In-depth New Employee Orientation showcasing Credit Union Values and Vision
  • A Think Big culture dedicated to performance excellence and continual growth

Position Summary:

This is a position within our Member Service Center communicating with members in a call center environment. Primary responsibilities include providing financial solutions to improve the lives of our members. This includes the ability to identify a member’s financial needs and provide the best financial solutions for them. The MSRI will interact with members by telephone and email, providing exceptional member experiences.

Essential Functions Include:

  • Assists members and potential members with credit union general inquiries regarding accounts, online banking, products and services via telephone. Ensures member authentication and confidentiality. Resolves issues that are within their authority; refers issues that are beyond their authority to their manager.
  • Handles a broad variety of member transactions with accuracy while providing an exceptional member experience. Completes loan applications as applicable.
  • Meet or exceed sales goals. This includes making recommendations and cross-selling additional products and services, including core account products, checking, money market, certificates, loan products, eservices, referrals that deepen member relationships.

Reports to:

Member Service Center Assistant Manager

Manages:

This role does not have supervisory responsibilities.

Required Education and Experience:

  • High School Diploma or G.E.D.
  • At least 1-year of experience in a financial institution
  • Familiarity with Symitar a plus

Additional Skills:

  • Proficient in Microsoft Office
  • Excellent verbal and written communication skills.
  • Ability to maintain composure and display empathy with people under adverse or stressful conditions.
  • Consistently display teamwork, reliability and adaptability.
  • Maintain a good understanding of Credit Union products and Services.
  • Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Work Environment:

This job operates in an office setting and routinely uses standard office equipment. This position does include some remote work.

Physical Requirements:

Sitting frequently, walking occasionally, use of hands frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10lbs of force occasionally to life, carry, push, pull, or move objects.

Position Type/Expected Hours of Work:

Full-Time/40 hours per week

Classification:

Non-Exempt

Other Duties

Please note this job description is not a comprehensive list of activities, duties or responsibilities that are required in this position. Duties, responsibilities and activities may change at any time with or without notice.


About Us:

For 60 years, USF FCU has experienced rapid growth and is dedicated to delivering financial solutions to improve our members’ lives. Our success is thrilling, but our core values of excellence, passion, innovation, community, and collaboration mean our relationships with our members and our employees will always be our top priority We have grown to over 60,000 members and $800+ million in assets, robust online and mobile banking, 6 branch locations and thousands of shared branches and fee-free ATMs nationwide.

Our vision is to be the most influential partner in each member’s financial journey.

Our mission is to deliver financial solutions to improve members’ lives.