Job Description This position will provide quality member service by performing financial transactions for members and sales of all credit union products and services required to meet the members' needs. The MSR will serve as a valued resource for members seeking assistance with credit union products and services and be expected to engage with both retail and business members. The position will be required to understand and comply with state and federal regulations, especially Bank Secrecy Act requirements.
Roles and Responsibilities:- Greet members in the credit union in a courteous, professional manner.
- Assist retail and business members with their account questions, transactions, or issues.
- Advise and promote additional credit union products and services to members.
- Achieve stated sales and performance goals.
- Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement.
- Identify fraudulent checks/cash and report to Manager.
- Cash share draft/checks and process withdrawals.
- Process Visa and loan payments.
- Create and post wire transfers.
- Order/create instant issue credit and debit cards.
- Assist with ATM & Cash Machine reconciliations.
- Open member business accounts.
- Perform any other necessary duties and direct.
Qualifications and Education Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- High degree of analytic skills/problem solving
- Ability to handle multiple priorities.
- Strong interpersonal skills addressing a diverse membership base.
- Proficiency in MS Office Products and PC usage
- Strong sales and negotiating skills.
- Minimum 12 months experience in banking or financial services
- Some college or equivalent experience preferred.