Employer: Members First Credit Union
Job Category: Member Service
Employment Type: Full-Time
Work Arrangement: On-site
Location: Broadway Branch, Mt. Pleasant, MI 48858
Additional Locations: Nine additional locations; travel between Mid-Michigan branches
Classification: Non-Exempt
Reports to: Branch Operations Support Leader
Position Overview
Looking for a role that keeps you on the move? The Float Member Service Representative/Travel Teller opportunity travels between Mid-Michigan branches while supporting teams and building member relationships? Members First Credit Union is seeking a Float Member Service Representative I/Teller to provide excellent member service across multiple locations while helping members identify products and services that fit their financial needs. Apply today!
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 to flourish in work and life. Come join us to help create thriving communities!
FLOAT MEMBER SERVICE REPRESENTATIVE I
Non-Exempt
Reports to: Branch Operations Support Leader
Members First Credit Union is seeking a Float Member Service Representative I/Travel Teller to support teams across Mid-Michigan branches, build member relationships, and connect members with financial products and services that meet their needs.
Essential Duties
- Deliver on the Credit Union’s Promises in every situation.
- Work at various credit union branches within the designated service area, adapting to the specific needs, cultures, and dynamics of each branch while maintaining consistent service standards.
- Receive and process member transactions including, but not limited to, cash and check processes, deposits, transfers, and loan payments.
- Assist members with account maintenance and changes while ensuring conversations are welcoming, unbiased, and supportive of individual financial needs.
- Collaborate with branch staff to cross-sell products and services using needs-based conversations that support financial inclusion and member wellbeing.
- Ensure security, compliance and confidentiality procedures are followed in all transactions.
- Maintain accurate transaction records and follow through with member requests regardless of branch location.
- Demonstrate adaptability in communication styles and openness to receiving feedback from both direct and indirect leaders, recognizing the value of diverse leadership approaches.
- This position is an in-branch/office role and requires availability from 8:00 a.m. to 5:00 p.m., Monday through Friday, including daily travel to branch/support locations, scheduled Saturday business hours, and occasional meetings or training outside of normal working hours.
- Successfully obtain the Certified Credit Union Financial Counselor (CCUFC) designation through America’s Credit Unions within the first year of service with M1.
Duties and Responsibilities
The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities and skills required of this position. Other duties may be assigned to meet business needs.
- Create opportunities to expand member relationships by identifying individual needs and recommending appropriate credit union solutions that support equitable access to financial products and services.
- Remind delinquent members of payments in a respectful, professional, and empathetic manner.
- Maintain sales and service performance expectations while ensuring ethical, inclusive, and member-centered practices.
- Process member cash and check transactions including deposits, withdrawals, check cashing, and loan payments.
- Handle inquiries regarding member accounts, statements, and histories with accuracy, professionalism, and discretion.
- Process check orders as needed.
- Sell Visa Gift Cards, Travel Cards, cashier’s checks, and money orders.
- Collect applicable service fees.
- Answer phones and respond to inquiries promptly and respectfully.
- Process mail as required.
- Assist other departments with clerical duties as needed.
- Participate in, and engage in, monthly developmental coaching, demonstrating openness to growth, feedback, and continuous learning.
- Build strong relationships with current and new members by fostering trust, inclusion, and a welcoming environment.
- Offer products and services that support members’ financial wellbeing while recognizing diverse financial situations and goals.
- Actively participate in credit union initiatives, promotions, and assigned service goals.
- Assist with onboarding new members in a manner that promotes belonging and long-term engagement.
- Attend education functions and Community Difference Projects (CDP), supporting the credit union’s commitment to community impact and inclusion.
- Perform other duties as assigned.
Qualifications and Expectations
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the expectations of the person performing this job.
- Strive to exceed credit union, department, and personal goals.
- Demonstrate respect for diverse perspectives and work collaboratively with team members across roles and locations.
- Team-oriented and dependable.
- Highly organized with strong attention to detail.
- Produces accurate work results.
- Communicates effectively and keeps others appropriately informed.
- Presents a professional image consistent with credit union values.
- Maintains knowledge of credit union philosophy, products, and services.
- Ability to communicate clearly, respectfully, and concisely with members and staff.
- Courtesy, tact, empathy, and diplomacy are essential. Work involves personal contact with individuals from diverse backgrounds.
- Effectively apply financial counseling concepts gained through America’s Credit Unions’ Financial Counseling Certification Program (FiCEP) to promote financial wellbeing for all members.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Ability to move or transport up to 25 pounds.
- Able to remain stationary for 2-4 hours at a time.
Work Environment
- Must maintain a neat and orderly work area.
- Routinely clean and disinfect work areas (i.e. teller stations, desk surfaces, phones, electronic equipment).
- Protect the confidentiality of credit union staff and members by locking door or removing items from desk/workstation when away.
Education and Experience
- Minimum high school diploma or equivalent.
- Experience operating a personal computer.
- Ability to communicate clearly and professionally with members and staff.
- Working knowledge of credit union products and services (or ability to learn).
- Skills in Microsoft 365.
- Ability to learn credit union systems, products, services, and procedures.
Required Qualifications
Education: High School or better.
Experience: Working knowledge of credit union products and services (or ability to learn).
Equal Opportunity Employer
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
