Member Service Representative II (Roving

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Full Time Assignee Boca Raton, FL, US

8 days ago Requisition

ROLE: Provide coverage between the Palm Beach Credit Union locations. This role is responsible for overseeing teller operations and member service activities, ensuring the efficient implementation of policies, procedures, and systems. The position involves coordinating, directing, and assigning work, resolving complex issues, and overseeing balancing to maintain smooth operation of Teller lines and ensure adequate coverage. It includes general training and supervision of Member Service Representatives (MSRs), while also providing a full range of services to members and prospective members.

The role requires active cross‑selling of Credit Union products and services, ensuring members are promptly and professionally served. Responsibilities also encompass interviewing for loan applications, assisting with loan processing and servicing, managing new accounts, preparing loan applications for credit approval, and disbursing approved loans.

MAJOR

DUTIES AND RESPONSIBILITIES:

Travel Requirements: Travel regularly between Palm Beach Credit Union locations to provide necessary coverage.

Member Services: Promptly resolvesmember inquiries, handling requests and problems efficiently. Guides members through loan application processes, including document collection and electronic signing. Offers detailed information on accounts, interest rates, and other services, actively engaging in cross‑selling Credit Union products.

Branch Operations Support: Conducts daily branch opening and closing procedures, ensuring the security of the vault, alarms, and premises. Performs account maintenance, file updates, and assist with teller operations as necessary, including balancing cash and maintaining inventories of negotiable items.

Sales
:
Proactively engages members to inform them about Credit Union services and financial products, opening new memberships and effectively cross‑selling to enhance relationships, expand the member base, and meet or exceed branch goals while ensuring comprehensive onboarding to address the broader financial needs of members.

Business Development: Participates in business development activities aimed at elevating awareness among members and potential members about the Credit Union’s products and services.

Team Development and Training: Contributes to a productive team environment by providing support and training to new and existing employees on policies, procedures, and product offerings. Assists in fostering a learning atmosphere that encourages improvement and excellence.

Communication & Participation: Keeps management informed of area activities and any significant problems. Attends and actively participates in meetings, as needed.

Compliance: Adheres to all organizational policies and procedures, ensuring regulatory and legal compliance across all operations.

As Assigned: Completes all projects, as assigned, accurately and in a timely manner.

KNOWLEDGE AND

SKILLS:

Experience: Relevant experience in the financial services industry is preferred.

Education, Certifications, Licenses: High school graduate or equivalent.

Interpersonal

Skills:

Active Listening
:
Attentive and responsive to the ideas and concerns of others, demonstrating understanding and respect.

Communication
:
Excellent verbal and written communication skills for conveying information clearly and persuasively to diverse audiences.

Conflict Resolution
:
Skilled in de‑scalating situations, handling complaints gracefully and turning negative customer experiences into positive outcomes.

Emotional Intelligence
:
High level of self‑awareness, empathy, and the ability to understand and manage one's own emotions and those of others.

Ethical Integrity: Strong dedication to ethical principles in all decision-making and professional interactions, with a focus on transparency, fairness, and respect.

Team Collaboration
:
Working well with others in the support team and across departments to share…