Member Service Representative job at PwC

Our client, the United Nations Federal Credit Union is looking for a Member Service Representative (MSR).
The Member Service Representative will be responsible for determining members’ financial needs and making referrals where necessary, promoting the Credit Union’s product line, processing new accounts/loan applications, and assisting members to the fullest extent possible. He/she will provide support as needed with various administrative functions related to the operations of the Entebbe and Kampala Representative Offices. Ensure compliance with federal and state laws and regulations and UNFCU’s Code of Ethics & Business Conduct.

Key duties and responsibilities
• Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.
• Provide a memorable member experience at each and every touch point; Deepen connections with members to better understand their needs by asking effective questions and building relationships;
• Become a trusted advisor to members by presenting the features and benefits of UNFCU’s products and services that will best satisfy their current and future needs;
• Investigate issues with member accounts/loans, determine action necessary to resolve the issues, and ensure action is taken in a timely fashion; follow up to ensure that the issues are corrected, and keep members informed of the status of their issues;
• Ensure compliance with applicable regulations and UNFCU policies and Procedures, and keep abreast of changing/new regulations, UNFCU products, procedures and technology:
• Verify eligibility of prospective members, establish new memberships, and open new accounts.
• Respond to members’ telephone inquiries and requests, and prepare responses to member correspondences:
• Maintain confidentiality of all member account information;
• Assist with various functions that contribute towards the increased efficiency of the office, including but not limited to performing clerical/reception duties when necessary:
• Make member presentations and carry out member service calls to members within their location and out of duty stations as required;
• Participate in Credit Union training programs; and
• Exhibit flexibility and perform any other functions as requested by management.

Minimum qualifications, experience, knowledge and skills
The ideal candidate should have;
• University degree and a minimum of 4 years of experience in a financial institution;
• Experience with retail banking products and services;
• Knowledge of regulations pertaining to accounts, services, confidentiality and lending and/or ability and willingness to learn these as well as other practices; Proficiency in Microsoft Office and the ability to learn and use other applications Must demonstrate evidence of strong service orientation; Excellent oral and written communication skills; and
• Excellent interpersonal skills, tact and diplomacy.

Job application procedure
Interested in applying for this job? submit your application now to ug_hrs@pwc.com

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