Member Service Representative II - Float

The MSR II

Responsible for delivering exceptional service to members by assisting with their financial needs, promoting credit union products and services, and ensuring member satisfaction. This role involves processing transactions, opening accounts, providing information on loan products, inputting applications, and disbursing loans. The MSR II also helps members manage their accounts, resolve issues, and ensure compliance with regulatory requirements. As a Float MSR II, the ability to travel to all branches within our Branch Network on a daily basis as needed and work well in team environments.

• Adheres to the FHCU Service Standards as established.
• Conducts basic and complex transactions in a professional, courteous manner, including but not limited to: deposits, transfers, withdrawals, payments, wire transfer paperwork, stop payments, payroll set up, opening/closing accounts, and all other financial and non-financial transactions for members.
• Engages members in dialogue to obtain information regarding their financial needs and recommends the appropriate product or service based on those needs.
• Meets established individual and group sales goals by using various sales techniques.
• Responds to member inquiries regarding the operation of accounts, access to services, and assists members in making the most effective usage of service offerings.
• Performs duties with limited supervision and resolves issues within the scope of authority assigned.
• Executes loan applications and disbursements.
• Makes outbound calls to members regarding outstanding loan approvals, various credit union products and services.
• Attends offsite events to increase membership within our Select Employer Groups.
• Participates in available credit union self-development education programs and required compliance courses through self-study and the credit union's training department.
• Represents the credit union at various community events and assists the manager with business development duties when necessary.
• Performs other duties or special projects as assigned.

• High School Diploma or GED required
• Associate's degree preferred

• Minimum of 6 months experience working as an MSR I, or related position in a financial institution
• Prior sales experience, preferred

• Knowledge of general banking regulations and credit union policies and procedures
• Proficient with Microsoft Office Suite, Outlook, and using the Internet
• Excellent communication and interpersonal skills
• Excellent customer service skills
• Professional appearance and demeanor
• Ability to work with limited supervision and exercise judgement
• Basic knowledge of sales techniques
• Available to travel to other branches when required
• Minimum of 2 years' experience in financial services with a strong background in lending, sales, and member service.
• Strong knowledge of consumer lending, regulatory requirements and loan processing.
• Proven ability to drive sales while maintaining exceptional member service standards and operational efficiencies.
• Strong problem solving and decision‑making abilities to address member concerns and operational challenges effectively.
• Knowledge of credit union products, services and compliance regulations.
• DNA core system experience is a plus but not required

The base pay for this position is $21.00/hr a $.50 premium may be added if the applicant is able to demonstrate proficiency in both English & Spanish (oral & written) or $1 if the applicant demonstrates a long‑term willingness to work at multiple branch locations as assigned by manager, based on business need.

We offer a range of benefits and perks based on eligibility. These benefits include:

• Health, Dental, and Vision Insurance
• Company Paid Short Term (STD) & Long Term Disability (LTD)
• Company Paid Employee Basic Term Life Insurance
• Voluntary Term Life Insurance for Spouse & Child(ren)
• Critical Illness, Accident, and Hospital Indemnity Insurance
• Health Care Flexible Spending Account (FSA)/ Health Savings Account (HAS):
  Pre‑taxed funds available to pay for some health‑related expenses
• Tuition Reimbursement
• Employee Discount on Loans, Travel,…