Member Service Representative

2 days ago

Portland, United States Portland Local 8 Federal Credit Union Full time $24 - $27
Portland Local 8 Federal Credit is currently seeking a: Member Service Representative

About us:Portland Local 8 Federal Credit Union is a small not-for-profit credit union with over $40 million in assets serving members tied to various local unions including Longshore and Amtrak employees.  Portland Local 8 FCU offers a sense of community where staff know the membership on a first name basis, rather than as a number.

While we may be small in size our mission is fierce.  Our commitment extends beyond mere transactions, as we aspire to make a positive generational impact in the financial wellbeing of our union members, their families, and our communities.  We seek individuals who align themselves with these values.  

Our staff have the opportunity to wear many hats while providing services above and beyond those of typical financial institutions.  We strive to retain high performing team members for the rest of their careers – our focus is to engage and develop our staff and propel them towards the next phase in their career development whether here at Portland Local 8 or outside our Credit Union.

Our Core Values: We consider these principles to be important for the well-being of our credit union, our employees, our member-owners, and the communities we serve.
  • Accountability – We take ownership and responsibility for our actions, behaviors, and performance, and honor our commitments.
  • Service Excellence – We go the extra mile to provide exceptional service and create value for our members and one another.
  • Results-Oriented – We are driven by the desire to set and reach goals, work efficiently, and deliver meaningful results.
  • Leadership – We lead by example - inspiring, motivating, and empowering others to achieve their full potential.
  • Diversity – We foster an inclusive environment that respects, values, and seeks out the unique differences and perspectives within our credit union and our community.

General DescriptionThe Member Service Representative’s primary responsibility is to provide exceptional member service while efficiently performing a variety of financial transactions. The MSR will serve as the front-line representative, addressing inquiries, promoting credit union products and services, and ensuring overall member satisfaction.

This is a Full-time (40 hours per week), Hourly Non-Exempt

Responsibilities and Duties
  • Member Service: Greet and assist members in a friendly and professional manner; Address member inquiries, concerns, and requests promptly and accurately; Provide information on credit union products, services, and account options.
  • Financial Transactions: Process various financial transactions, including deposits, withdrawal, and loan payment; Handle check cashing, money orders, and other related transactions; Balance cash drawer and maintain accurate transaction records.
  • Account Management: Assist members with account inquiries, statement reviews, and account maintenance; educate members on online banking services and encourage adoption; Facilitate account openings, closings, and updates as needed.
  • Product and Service Promotion: Actively promote credit union products and services to meet member needs; cross-sell and refer financial products, such as loans, credit cards, and savings accounts; participate in promotional campaigns and outreach activities.
  • Compliance and Security: Adhere to all credit union policies and procedures; ensure compliance with regulatory requirements and industry standards; follow security protocols to safeguard member information and assets.
  • Problem Resolution: Resolve member issues and discrepancies in a timely and effective manner; escalate complex issues to the appropriate department or supervisor when necessary; continuously seek opportunities to enhance member satisfaction.
  • Team Collaboration: Collaborate with other team members and departments to provide seamless member service; participate in team meetings and training sessions; contribute to a positive and collaborative work environment.

Portland Local 8 FCU strives to provide a rich pay/ benefits package which includes:
  • Loan product discount.
  • 401K with employer profit sharing and match programs.
  • Incentive compensation-based pay based on role.
  • Pension program on top of the 401K – funded by the credit union.
  • ST/LT/Life insurance paid for by the credit union.
  • Medical/Dental/Vision benefits (100% of the premiums for you and dependents paid by the credit union).
  • Union membership.

Portland Local 8 FCU is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status, or any other legally protected characteristic.  Portland Local 8 FCU provides equal opportunity to qualified individuals with disabilities and disabled veterans.

DisclaimerThe statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified.  Furthermore, they do not establish a contract for employment and are subject to change.

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