Member Service Representative Float

3 days ago Be among the first 25 applicants

This position proactively discovers and meets the financial needs of members through recommending solutions to meet those needs. This position services member accounts (both depository and lending) as well as opening depository accounts, loan origination, and providing education for our members about Credit Union products and services. This position ensures that members receive excellent service at all times, following the Credit Union’s member service model.

Due to the high trust involved with dealing with members’ financial security, work is performed accurately and, in a manner consistent with the Credit Union’s mission. This position actively contributes to the achievement of the branch sales and service goals. The Float Member Service Representative will serve as an MSR based in a home branch location but will float to other branch locations based on business needs, to be determined by the Branch Manager, Director of Retail Banking and Chief Retail Officer.

This position must effectively carry out the essential duties in a manner that consistently demonstrates the core values of Notre Dame FCU in a positive manner and other duties may be assigned.

This position proactively discovers and meets the financial needs of members through recommending solutions to meet those needs. This position services member accounts (both depository and lending) as well as opening depository accounts, loan origination, and providing education for our members about Credit Union products and services. This position ensures that members receive excellent service at all times, following the Credit Union’s member service model.

Due to the high trust involved with dealing with members’ financial security, work is performed accurately and, in a manner consistent with the Credit Union’s mission. This position actively contributes to the achievement of the branch sales and service goals. The Float Member Service Representative will serve as an MSR based in a home branch location but will float to other branch locations based on business needs, to be determined by the Branch Manager, Director of Retail Banking and Chief Retail Officer.

This position must effectively carry out the essential duties in a manner that consistently demonstrates the core values of Notre Dame FCU in a positive manner and other duties may be assigned.

• Actively profile new and current members and cross-sell appropriate products and services to meet member’s needs.
• Respond to member inquiries regarding the operation of depository and loan accounts, access to services, adding or reducing service features on various accounts, and assisting members to make the most effective use of service offerings.
• Process a variety of transactions for members including processing loan applications and documents, closing loans, answering questions, and researching the best option for member.
• Proactively obtain new memberships by servicing walk-in members, conducting outbound calls and scheduling pre-set appointments for lead-generating purposes.
• Operate computer to accurately post transactions, open, close and service accounts, process loan requests, access account information, and update member account information.
• Be knowledgeable of branch opening and closing procedures and be able to perform these duties as necessary.
• In accordance with prescribed Teller/MSA operations, Teller/MSA policies and procedures, the Member Service Representative may:
• Accept deposits, perform withdrawals and transfers, cash checks and make loan payments;
• Sell Travelers checks, cashier’s checks, gift cards and other products sold at the teller line;
• Perform Visa and Master Card cash advances as well as Line of Credit and Equity loan advances;
• Assist in opening, verifying and posting mail, ATM, and night drop deposits and/or payments;
• Accept current and prior year IRA deposits;
• Follow Credit Union policy when placing check holds and filing Currency Transaction Reports;
• Be responsible for the daily balancing of cash drawer, daily checks, and traveler checks;
• Approve checks that are within…