Posted: October 7, 2024
Job Type: Full-Time
Location: On-site, Clare, MI 48617, USA
Are you passionate about helping people with their financial goals?
Do you want to be part of a growing credit union committed to our members, teams, and improving the communities we serve? Members First Credit Union is looking for a Member Service Representative (Teller) to develop and build rewarding relationships with our members at our Clare Branch. Apply today and join us in our mission of encouraging a better tomorrow!
We strive to create an atmosphere of belonging with no judgment—just opportunity. We are interconnected to each other, and when we embrace our true, authentic selves, we are stronger. We will empower you to be the best version of yourself while helping you flourish in work and life. Come join us to help create thriving communities!
MEMBER SERVICE REPRESENTATIVE
Position: Non-Exempt
Reports to: Branch Leader
Position Overview
The primary purpose of this position is to assist Members First Credit Union in delivering on its mission: To encourage a better tomorrow. To achieve this, you 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 with both internal and external members.
Essential Duties
- We empower people in their journey of wellbeing.
- MFCU is seeking a Trustworthy, Caring, and Enthusiastic Member Service Representative who will process member transactions, including but not limited to cash and check deposits, transfers, and loan payments.
- Assist members with account maintenance and changes, while collaborating with branch staff to cross-sell and increase member share of wallet.
- Ensure security and compliance procedures are followed in all transactions.
- This role is branch/office-based. Working hours are 8 a.m. to 5 p.m., Monday through Friday, with Saturday business hours as scheduled and occasional meetings/trainings outside of regular hours.
Duties and Responsibilities
The following statements describe the general nature and level of work performed by this position. It is not intended to be an exhaustive list of all duties and responsibilities. Other duties may be assigned.
- Create opportunities for expanded member relationships by assessing member needs for additional products and services.
- Maintain sales and service performance expectations.
- Process member transactions, including deposits, withdrawals, loan payments, and check cashing.
- Handle member inquiries, including account information and histories.
- Cross-sell products like Visa Gift and Travel Cards, and cashier's checks.
- Answer phones and process mail as needed.
- Engage in monthly developmental coaching.
General Sales Expectations
- Build and maintain strong relationships with both new and existing members.
- Actively participate in Credit Union initiatives and promotions, achieving assigned financial service goals.
- Assist in the onboarding process to enhance member relationships.
Other Responsibilities
- Attend educational functions and Community Difference Projects (CDP).
- Other duties may be assigned based on business needs.
Qualifications and Expectations
To succeed in this role, an individual must be able to meet each of the essential duties satisfactorily. The requirements listed below represent the expectations for this position.
- Must strive to exceed credit union, department, and personal goals.
- Strong team-oriented attitude, organizational skills, and the ability to produce accurate work.
- Ability to communicate clearly and concisely with members and staff.
- Good working knowledge of all credit union products and services.
- Proficiency in Microsoft Word, Excel, and Outlook.
- Must be able 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.
Physical Requirements
- Ability to move or transport items up to 25 pounds.
- Must be able to remain in a stationary position for extended periods of time.
Work Environment
- Maintain a neat and orderly work area.
- Routinely clean and disinfect teller stations and other surfaces.
- Ensure the confidentiality of Credit Union staff and members is protected.
Education and Experience
- High School graduate or equivalent.
- Experience with personal computers and proficiency in Microsoft Office Suite.
- A good working knowledge of all Credit Union products and services.
- The ability to attain the Financial Counselor Certification (CCUFC) through CUNA within the first 6 months.
Qualifications
- 1 year of relevant experience.
- Good working knowledge of all Credit Union products and services.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
