Member Service Specialist I

工作 ID 10105500 地點布埃纳文图拉湖, 佛罗里达州, 美國 有意工作的公司 Partners Federal Credit Union 日期已公佈 Dec. 20, 2024

申請

工作概要:

The Member Service Specialist I encompasses a multifaceted role within Partners Federal Credit Union, focusing primarily prioritizing exceptional service delivery to both internal and external members. Key objectives include identifying member needs and effectively cross selling the Credit Union’s products and services with confidence. Building and nurturing strong relationships with members, as well as collaborating seamlessly with internal branches and departments, are essential components. Moreover, the role requires adeptness in handling Member inquiries, ensuring timely follow-up, and accurately transferring calls when necessary. Upholding confidentiality regarding member financial data and maintaining compliance with state and federal banking laws are paramount. Additionally, the position necessitates exemplary communication skills, encompassing listening, verbal, written, and telephone etiquette to address member needs and technical issues proficiently.

Essential Responsibilities

Provide exceptional service to internal and external customers in accordance with PFCU Service Standards.
Build and maintain strong relationships with all internal cast members and members.
Able to determine member needs and open deposit products to existing members (Products include checking, savings, CDs, and Money Market)
Provide a warm hand-off, introduction to Digital Branch by summarize member’s needs, and solutions discussed to minimize any redundant conversations.
Follow up on customer inquiries not immediately resolved. Accurately and efficiently transfers customer calls to appropriate specialist(s), or for escalated, and as needed, and/or for additional research or resolution.
Work effectively with retail branches and departments as necessary for customer inquiry/problem resolution.
Protects and maintains confidentiality with all members financial data when handling customer requests and transactions.
Ensures that all membership documents are processed by meeting and exceeding quality control standards as outlined in the policy, including CIP, OFAC, Chexsystems, etc.
Working knowledge of, and ensures PFCU activities, and job responsibilities are performed in compliance with, all state and federal banking laws and regulations.
Ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide clients with information, data, advice and solutions, as well as gain their trust and respect with all levels of staff and management.

Additional Responsibilities

Ability to consistently apply decision-making techniques pertaining to inquiries and requests as they apply to existing policies and procedures, keeping within assigned approval limits.
Working knowledge of all state and federal banking laws and regulations.
Balances workload to handle, Offline work such as wire processing, wire call backs, TMC tickets, etc.
Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities.
All other duties as assigned.

Education Level: High School or GED

Relevant Work Experience: 0 to 2 years

Other Training, Technical Skills, or Knowledge Required

Knowledge of the following systems: Symitar, Xperience, Springboard, Master site, Liberty/Harland Clark, ChexSystem, Visa Online, Device Manager, Check 21 (Image Center), SWBC (Pay by Phone), Zelle CST, Help Desk Portal (JIRA)

Other Measurable Abilities Required

Unquestionable integrity in handling sensitive and confidential information required.
Strong listening, verbal, written and telephone etiquette business communication skills, with the ability to communicate and follow up on product, policy or technical issues over the phone.
Ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide clients with information, data, advice and solutions, as well as gain their trust and respect with all levels of staff and management.

Scope of Job

Discretion/Latitude: Front-line digital bank branch service reps operate with moderate supervision, making decisions within set guidelines. They resolve customer inquiries, process transactions, and escalate complex issues. While higher management holds ultimate authority, reps play a crucial role in ensuring customer satisfaction and branch efficiency, exercising sound judgment and adhering to standards.
Shift work: Monday – Saturday, Day and Early Evening Shifts

Physical Demands & Environmental/Working Conditions:
This position is performed primarily in a traditional office or bank/credit union setting, with no expected adverse environmental conditions.
This position requires the ability to:
•   move self in different positions to accomplish tasks in various environments including tight and confined spaces
•   remain in a stationary position, often standing or sitting for prolonged periods
•   adjust or move objects up to 15 pounds in all directions
•   perform repeat motions that may include the wrists, hands, and/or fingers
•   use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together
•   verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly
•   hear average or normal conversations and receive ordinary information
•   prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.

Disclaimer

The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

The hiring range for this position in Florida is $19.00 to $27.17 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits. To learn more about our benefits visit: https://jobs.disneycareers.com/benefits.

申請

關於Partners Federal Credit Union:

超過 50 年，Partners Federal Credit Union 向我們超過 125,000 名會員履行了 Partners Difference ，提供最高水平的服務、價值、造訪以及便利。加上，您在最大銀行會發現的各種金融產品，包括儲蓄、支票、貸款、財富管理和最新的創新賬戶存取。並且始終以獨家的方式連接 The Walt Disney Company 確保銀行業的質量水平。Partners 確實是為演藝人員提供服務的員工，建立與其他金融機構無法匹配的真正聯繫與服務承諾。加入並探索 Partners，我們永久尊重會員資格 — 因為會員可以在每個階段有信心地依靠我們。因為我們與 The Walt Disney Company 的關係緊密，在 Partners 工作的每個人也是 Disney 演藝人員／員工。

關於 The Walt Disney Company:

Walt Disney Company 連同其子公司和聯營公司，是領先的多元化國際家庭娛樂和媒體企業，其業務主要涉及三個範疇：Disney Entertainment、ESPN 及 Disney Experiences。Disney 在 1920 年代的起步之初，只是一間卡通工作室，至今已成為娛樂界的翹楚，並昂然堅守傳承，繼續為家庭中每位成員創造世界一流的故事與體驗。Disney 的故事、人物與體驗傳遍世界每個角落，深入人心。我們在 40 多個國家/地區營運業務，僱員及演藝人員攜手協力，創造全球和當地人們都珍愛的娛樂體驗。

這個職位隸屬於 Walt Disney Parks and Resorts U.S., Inc.，其所屬的業務部門是 Partners Federal Credit Union。

Walt Disney Parks and Resorts U.S., Inc. 是提供平等就業機會的僱主。求職者都會獲得聘僱考量的機會，不分種族、宗教、膚色、生理性別、性傾向、社會性別、性別認同、性別表達、原國籍、血統、年齡、婚姻狀態、軍人或退伍軍人身份、醫療狀況、遺傳資訊或殘疾狀況、或者聯邦、州級或地方法律所禁止的其他任何基本特徵。Disney 提倡讓所有人的想法和決策都有助我們發展、創新、創造最好故事的商業環境，並與瞬息萬變的世界息息相關。

就業申請的殘疾便利安排

The Walt Disney Company 及其聯營公司是推動平等就業機會的僱主，歡迎所有求職者，包括殘疾人士及殘疾退伍軍人。如你是殘疾人士，並需要合理便利安排以搜尋職位空缺或申請職位，請將要求發送至Candidate.Accommodations@Disney.com。本電郵地址不擬用於一般僱傭查詢或通訊。我們只會回應與網上申請系統殘疾人士無障礙功能相關的要求。

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