Member Service Representative

PenAir Credit Union is the largest and oldest credit union in Pensacola, Florida, dedicated to enhancing the financial success of its members. The Member Service Representative role focuses on providing exceptional service, resolving member inquiries, and recommending financial solutions in a call center environment.

Responsibilities

• Accurately completes a wide variety of member requests and assists members in the servicing of their account by phone, co-browsing, chat, or video. Conducts all member service functions including opening consumer accounts, account maintenance, and wires
• Uncovers existing and potential members’ needs and recommend solutions to improve their financial well using a sales through service consultative approach. Recognizes opportunities and refers members to internal business partners for specialized services including investments, mortgage, or commercial lending
• Proactively educates members on emerging and existing self-serve technology and digital solutions such as mobile/online banking, bill pay, remote deposit capture and ITM services
• Ensures appropriate records are maintained. Performs department specific functions as needed, including but not limited to, basic file maintenance
• Performs other job-related duties as assigned

Skills

• A minimum of one year up to three years of similar or related experience, including preparatory experience
• A high school degree or equivalent
• A significant level of trust, credibility and diplomacy is required
• Ability to change focus efficiently in a fast-paced environment
• Ability to manage multiple priorities
• Ability to conduct a needs-based dialogue
• Ability to use multiple applications on a computer simultaneously
• Ability to utilize knowledge and resources to effectively problem solve and make sound decisions
• Willingness to learn and engage in ongoing training and professional development
• Strong member service focus
• Strong attention to detail and accuracy
• Strong communication skills both written and verbal

Benefits

• Up to $15K available for continuing education
• Student Loan Paydown
• Adoption Assistance Reimbursement
• Wellness Programs
• Gym membership reimbursement
• Formal Career Development Resources
• Financial Wellness Resources
• Purchase assistance with computers and fitness equipment.
• Generous PTO Plan—20 days for new hires
• Paid Maternal & Parental Leave
• Competitive Retirement Plan
• Competitive medical, dental & vision plans
• Company paid Telehealth services.
• Company paid Short Term Disability
• And more……….!

Company Overview