Full-Time PAT Member Service Representative
- Full-Time
- Philadelphia, PA
- American Heritage Credit Union
- Posted 3 years ago – Accepting applications
Job Description
Department: Contact Center
Reports to: Assistant Branch Manager
To provide an ultimate level of service to the members, clients, and employees of American Heritage Federal Credit Union. This service will be delivered via actions, accountability and with integrity. This position provides support to the Assistant Branch Manager/VP of Contact Center.
POSTING NOMINATIONS MUST BE SUBMITTED WITHIN 5 DAYS (starting with the next business day). PLEASE NOTE THAT EMPLOYEES WHO MEET THE JOB QUALIFICATIONS WILL BE GRANTED AN INITIAL INTERVIEW.
Please inform your manager and/or supervisor if you are interested in applying for this position.
Applicants must furnish sufficient detailed information describing their experience, education, skills acquired, and position related knowledge in a letter along with an updated resume to Flora Caranci in the Human Resources department.
DUTIES
REQUIREMENTS/DUTIES:
Must meet the following standards of service as evaluated by our internal and external members.
I will provide accurate information.
I will respond and follow through with all requests in the agreed upon time frame.
I will conduct myself in a friendly and professional manner.
I will listen effectively and offer solutions appropriate to you individual needs.
I will project a whatever it takes attitude.
I will address you by name and thank you for your business.
Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union.
Direct and assist members as they perform their transactions explaining the PTM/ITM functionality.
Perform routine member transactions, including, but not limited to cash/check deposits, cash and check withdrawals, transfers. Teller/Cash handling and Sales experience preferred.
Perform account review
Fraud Mitigation including CIP
Receive payments for Midwest Mortgages, MBFS and consumer loans.
Respond to member requests, problems and complaints and/or direct them to the proper person for specific information and assistance
Provide and explain routine information on credit union services or policies including eligibility for membership, types of accounts, loan insurance, loan policies, interest rates, dividend rates, locations, office hours, and telephone numbers
Examine checks for endorsements and negotiability and make check hold decisions based on credit union parameters using True Checks and member relationship
Process requests to open CD's and IRA CD's
Professional, well-developed interpersonal skills essential for servicing Credit Union members and projecting a positive image as a representative for the Credit Union.
Strong familiarity with credit union's products, services, policies and procedures.
Identify software or hardware issues relating to the PTM/ITM platform and communicate these issues to a Contact Center Supervisor for resolution
Excellent communication, organizational, problem solving, and member service skills.
Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service that would meet the member's financial need with the assistance of the ACS system.
Excellent attention to detail with the ability to perform expeditiously and accurately.
Outgoing, friendly, member oriented personality.
Must be willing to accept temporary or permanent reassignments and/or be willing to travel to other branches within the region as deemed necessary or appropriate by the employer to meet its business needs.
QUALIFICATIONS
EDUCATION
Requires education equivalent to a four year high school diploma
WORK HOURS
Full-Time positions
Must be flexible and available to work PAT hours of operation:
Monday- Friday - 8:00 a.m. to 7:00 p.m. & Saturday 9:00 a.m. to 3:00 p.m.
Apply to this Job
Reports to: Assistant Branch Manager
To provide an ultimate level of service to the members, clients, and employees of American Heritage Federal Credit Union. This service will be delivered via actions, accountability and with integrity. This position provides support to the Assistant Branch Manager/VP of Contact Center.
POSTING NOMINATIONS MUST BE SUBMITTED WITHIN 5 DAYS (starting with the next business day). PLEASE NOTE THAT EMPLOYEES WHO MEET THE JOB QUALIFICATIONS WILL BE GRANTED AN INITIAL INTERVIEW.
Please inform your manager and/or supervisor if you are interested in applying for this position.
Applicants must furnish sufficient detailed information describing their experience, education, skills acquired, and position related knowledge in a letter along with an updated resume to Flora Caranci in the Human Resources department.
DUTIES
REQUIREMENTS/DUTIES:
Must meet the following standards of service as evaluated by our internal and external members.
I will provide accurate information.
I will respond and follow through with all requests in the agreed upon time frame.
I will conduct myself in a friendly and professional manner.
I will listen effectively and offer solutions appropriate to you individual needs.
I will project a whatever it takes attitude.
I will address you by name and thank you for your business.
Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union.
Direct and assist members as they perform their transactions explaining the PTM/ITM functionality.
Perform routine member transactions, including, but not limited to cash/check deposits, cash and check withdrawals, transfers. Teller/Cash handling and Sales experience preferred.
Perform account review
Fraud Mitigation including CIP
Receive payments for Midwest Mortgages, MBFS and consumer loans.
Respond to member requests, problems and complaints and/or direct them to the proper person for specific information and assistance
Provide and explain routine information on credit union services or policies including eligibility for membership, types of accounts, loan insurance, loan policies, interest rates, dividend rates, locations, office hours, and telephone numbers
Examine checks for endorsements and negotiability and make check hold decisions based on credit union parameters using True Checks and member relationship
Process requests to open CD's and IRA CD's
Professional, well-developed interpersonal skills essential for servicing Credit Union members and projecting a positive image as a representative for the Credit Union.
Strong familiarity with credit union's products, services, policies and procedures.
Identify software or hardware issues relating to the PTM/ITM platform and communicate these issues to a Contact Center Supervisor for resolution
Excellent communication, organizational, problem solving, and member service skills.
Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service that would meet the member's financial need with the assistance of the ACS system.
Excellent attention to detail with the ability to perform expeditiously and accurately.
Outgoing, friendly, member oriented personality.
Must be willing to accept temporary or permanent reassignments and/or be willing to travel to other branches within the region as deemed necessary or appropriate by the employer to meet its business needs.
QUALIFICATIONS
EDUCATION
Requires education equivalent to a four year high school diploma
WORK HOURS
Full-Time positions
Must be flexible and available to work PAT hours of operation:
Monday- Friday - 8:00 a.m. to 7:00 p.m. & Saturday 9:00 a.m. to 3:00 p.m.