Float Member Service Representative/Travelling Teller

FLOAT MEMBER SERVICE REPRESENTATIVE I

Grade 4/Non-Exempt

Reports to:  Float Branch Leader

The primary purpose of this position is to assist Members First Credit Union to deliver on its mission: To encourage a better tomorrow. To achieve this mission, the position must deliver on our brand promise: We believe in you. Our promise is to be trustworthy, caring, and enthusiastic to help you succeed. You will do this by living out our core values in every service contact to both internal and external members.

Essential Duties

• "We empower people in their journey of wellbeing"
• MFCU is looking for a Float Member Service Representative (MSR) to be Trustworthy, Caring, and Enthusiastic in receiving and processing MFCUmember transactions including, but not limited to, cash and check processes, deposits, transfers, and loan payments. Assists members with account maintenance and changes. Collaborates with branch staff to cross-sell and increase member share of wallet. Ensures security and compliance procedures are followed in all transactions.
• Works at various credit union branches within the designated service area, adapting to the specific needs and dynamics of each branch. Ensure consistency in service quality and adherence to credit union policies and procedures across all branches.
• Maintain accurate transaction records and follow-through with member requests, regardless of branch location.
• The ability to adapt communication and be open to receiving feedback through indirect as well as direct leader
• This position is an in branch/office role, must be available to work 8 a.m. to 5 p.m. M-F, involves daily travel to branch/support team locations, Saturday business hours as scheduled, and some outside of normal working hours for meetings and/or education/trainings.
•  Successfully obtain Certified Credit Union Financial Counselor (CCUFC) designation through America's Credit Unions within first year of service with M1.

Duties and Responsibilities

The following statements are intended to describe the general nature and level of work being performed by this position.  It is not intended to be an exhaustive list of all duties, responsibilities and skills required of this position.  Other duties may be assigned to meet business needs.

• Create opportunities for expanded member relationship by determining the needs for additional product and services and recommend appropriate Credit Union solutions
• Remind delinquent members that their payments are due
• Maintain Sales and Service Performance Expectations
• Process member’s cash and check transactions, to include deposits, withdrawals, check cashing and loan payments
• Handle inquiries on member’s accounts, statements, and histories
• Process check orders as needed
• Sell Visa Gift and Travel Cards and cashier’s checks/money orders
• Collect any fees as required for services
• Answer phones and handle inquires
• Process mail as needed
• Assist other departments with clerical duties as required
• Participate and engage in monthly developmental coaching

General Sales Expectations

• Build relationships with current and new members. Offer products and services that will help improve their financial wellbeing
• Actively participate in Credit Union initiatives, promotions, and achieve assigned financial service goals
• Assist with the onboarding process that continues to build relationship with new members

Other

• Attend education functions/ Community Difference Projects (CDP)
• Other duties that may be assigned from time to time

Qualifications and Expectations

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the expectations of the person performing this job.

• Strive to exceed credit union, department, and personal goals
• Team oriented
• Dependable
• Highly organized
• Produces accurate work results
• Readily keeps others adequately informed
• Presents a professional image
• Maintains a high level of knowledge about credit union philosophy, products and services
• Ability to communicate with members and other staff – clearly and concisely
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and /or outside the organization generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion
• Effectively apply and maintain financial counseling concepts, gained through America's Credit Unions' Financial Counseling Certification Program (FiCEP), to promote financial well-being.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to move or transport up to 25 pounds.
• Able to remain stationary for 2-4 hours at a time.

Work Environment

• Must maintain a neat and orderly work area.
• Routinely clean and disinfect work areas (i.e. teller stations, desk surfaces, phones, electronic equipment).
• Protect the confidentiality of credit union staff and members by locking door or removing items from desk/workstation when away.

Education and Experience

• Minimum high school graduate or equivalent.
• Experience operating a personal computer
• Ability to communicate with members and other staff – clearly and concisely
• Good working knowledge of all credit union products and service
• Skills in Microsoft Word, Excel, and Outlook
• Knowledge of, or the ability to learn Credit Union systems, products, services, and procedures
• The ability to attain the Financial Counselor Certification (CCUFC) through CUNA within the first 6 months