A Member Service Representative/Personal Financial Representative I, II & III (PFR) is a member facing position that is responsible for providing exemplary service to our members by identifying and recommending appropriate products and service solutions based on the members financial needs. A MSR/PFR must be goal driven have high energy and create a positive member experience through their professional, friendly and courteous interactions. A MSR/PFR is responsible for a variety of services including but not limited to: performing teller duties, opening and closing accounts, loan processing, IRA’s, renewing certificate accounts and assisting members with bookkeeping and checking account problems. An experienced MSR/PFR may provide on-the-job training and guidance to coworkers.
Required Skills
• Ability to build strong relationships with our members. • Ability to identify and offer appropriate Credit Union services and products that meet member’s needs. • Excellent oral and written skills. • Professional appearance and attitude. • Above average ability to operate related computer applications and other business equipment including 10-key and telephone. • Solid math and bookkeeping abilities. • Understanding of loan processing to include: credit reports, debt to income, loan to value, and closing process. • Ability to gain and demonstrate sound lending functions. • Must be able to demonstrate established competency levels for all required regulatory or compliance-related processes and/or procedures within established timeframes of appointment. • Ability to work in an environment of flexible and changing work schedules.
Required Experience
One (1) year retail performance-based sales experience (direct customer contact w/goal objectives).
Notary within 6 months
• Ability to build strong relationships with our members. • Ability to identify and offer appropriate Credit Union services and products that meet member’s needs. • Excellent oral and written skills. • Professional appearance and attitude. • Above average ability to operate related computer applications and other business equipment including 10-key and telephone. • Solid math and bookkeeping abilities. • Understanding of loan processing to include: credit reports, debt to income, loan to value, and closing process. • Ability to gain and demonstrate sound lending functions. • Must be able to demonstrate established competency levels for all required regulatory or compliance-related processes and/or procedures within established timeframes of appointment. • Ability to work in an environment of flexible and changing work schedules.