Position Type: Full-Time
Work Environment: On-site
Locations:
- Wackerly Branch, Midland, MI 48640, USA
- Dartmouth Branch, Midland, MI 48640, USA
- Blue Grass Branch, Mt. Pleasant, MI 48858, USA
- Broadway Branch, Mt. Pleasant, MI 48858, USA
- Harrison Branch, Harrison, MI 48625, USA
- Gladwin Branch, Gladwin, MI 48624, USA
- Evart Branch, Evart, MI 49631, USA
- Clare Branch, Clare, MI 48617, USA
Job Details
Would you find joy in traveling to different branches in Mid-Michigan? Are you passionate about helping members find products and services to assist them in their financial wellness? Members First Credit Union is seeking an enthusiastic Float Member Service Representative/Teller. If you thrive in various environments while providing excellent member service and referring products that fit members' needs, apply today and help us create 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 to flourish in work and life. Come join us to help create thriving communities!
Position: Float Member Service Representative I
Employment Status: Non-Exempt
Reports to: Float Branch Leader
Position Overview
The primary purpose of this position is to assist Members First Credit Union to deliver on its mission: To encourage a better tomorrow. To achieve this mission, the position 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 to both internal and external members.
Essential Duties
- Be trustworthy, caring, and enthusiastic in receiving and processing member transactions including cash and checks, deposits, transfers, and loan payments.
- Assist members with account maintenance and changes.
- Collaborate with branch staff to cross-sell and increase member share of wallet.
- Ensure security and compliance procedures are followed in all transactions.
- Work at various credit union branches, adapting to specific branch needs and dynamics.
- Maintain accurate transaction records and ensure follow-through on member requests.
- Adapt communication and be open to feedback from direct and indirect leadership.
- Work in branch/office role with availability 8 a.m. to 5 p.m., involving daily travel to branch/support locations, Saturday business hours as scheduled, and some outside hours for meetings or training.
Duties and Responsibilities
The following statements describe the general nature and level of work performed in this position. Additional duties may be assigned to meet business needs.
- Create opportunities for expanded member relationships by identifying needs for additional products and services.
- Remind delinquent members of due payments.
- Maintain Sales and Service Performance Expectations.
- Process member transactions including deposits, withdrawals, check cashing, and loan payments.
- Handle inquiries on member accounts, statements, and transaction histories.
- Process check orders and sell Visa Gift and Travel Cards and cashier’s checks/money orders.
- Collect fees as required for services.
- Answer phones, handle inquiries, and process mail as needed.
- Assist other departments with clerical tasks as required.
- Participate in monthly developmental coaching.
General Sales Expectations
- Build relationships with current and new members by offering products and services that enhance their financial well-being.
- Actively participate in Credit Union initiatives and promotions, achieving assigned financial service goals.
- Support the onboarding process to build relationships with new members.
- Ensure members are fully served.
Other Responsibilities
- Attend educational functions and participate in Community Difference Projects (CDPs).
- Perform other duties as assigned.
Qualifications and Expectations
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
- Strive to exceed Credit Union, department, and personal goals.
- Be team-oriented, dependable, and highly organized.
- Produce accurate work results and readily keep others informed.
- Present a professional image and maintain a high level of knowledge about Credit Union philosophy, products, and services.
- Communicate clearly and concisely with members and staff.
- Exhibit courtesy, tact, and diplomacy in all interactions.
Physical Requirements
- Ability to move or transport up to 25 pounds.
- Able to remain stationary for 2-4 hours at a time.
Work Environment
- Maintain a neat and orderly work area.
- Routinely clean and disinfect work areas, including teller stations, desk surfaces, phones, and electronic equipment.
- Protect confidentiality by securing sensitive materials when away from the workstation.
Education and Experience
- Minimum high school diploma or equivalent.
- Experience operating a personal computer.
- Strong communication skills with members and staff.
- Good working knowledge of Credit Union products and services.
- Skills in Microsoft Word, Excel, and Outlook.
- Knowledge of or ability to learn Credit Union systems, products, services, and procedures.
- Attain the Financial Counselor Certification (CCUFC) through CUNA within the first 6 months.
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)
