Job Details

Position Type: Full-Time
Work Environment: On-site
Location: Blue Grass Branch, Mt. Pleasant, MI 48858, USA

Job Details

Are you experienced with new accounts and lending? Do you have a passion for helping members achieve financial freedom? The Member Relationship Representative works with new and existing members, assisting with their financial goals. Members First Credit Union is looking for a Member Relationship Representative I with at least one year of relatable experience. If this sounds like you, apply now to the Blue Grass branch in Mt. Pleasant.

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: Member Relationship Representative I

Employment Status: Grade 6 / Non-Exempt

Reports to: Branch Leader

Position Overview

The primary purpose of this position is to assist Members First Credit Union to deliver on its mission, vision, and brand promise. You will do this by living out our core values in every service contact to both internal and external members. At the heart of our Employee Value Proposition lies the belief in purpose, belonging, and joy—fostering a culture where every team member feels invested and encouraged to make a meaningful impact in the lives of others.

Essential Duties

• Deliver on the Credit Union’s Promises in every service situation

• Develop and maintain an effective level of product knowledge

• Identify members’ financial needs and recommend appropriate Credit Union solutions

• Inform members of loans available within the Lending Policies of the credit union

• Increase loan volume by cross-selling additional loan products using member information and/or credit reports

• Open new accounts, IRA accounts, certificates of deposit, and other share and sub-accounts

• Promote MFCU products and services to new and potential members

• Actively participate in the community and promote the credit union through business and charitable activities

• Travel to other branches as needed for staffing coverage

• Work scheduled weekday hours and provide Saturday coverage as needed

• Successfully obtain Certified Credit Union Financial Counselor (CCUFC) designation within the first year

Duties and Responsibilities

• Determine members’ product and service needs and recommend solutions

• Process cash and check transactions and balance cash drawers as needed

• Handle account inquiries, check orders, and collect service fees

• Sell Visa Gift/Travel Cards and cashier’s checks/money orders

• Contact delinquent members regarding past-due payments

New Accounts

• Explain credit union products and services in detail

• Process documentation and collect required deposits for new accounts

• Assist with auditing of new accounts

• Prepare adverse action letters when products are denied

• Maintain knowledge of IRA regulations and paperwork

General Sales Expectations

• Use effective Sales Champion skills and behaviors

• Participate in promotions and meet assigned service goals

• Build and expand member relationships

• Support onboarding process for new members

Other Duties

• Answer phone inquiries

• Process mail

• Attend required training and educational functions

• Perform other duties as assigned

Qualifications and Expectations

• Team oriented, dependable, and highly organized

• Demonstrate flexibility, professionalism, and effective communication

• Knowledge of credit union philosophy, products, and services

• Understanding of state and federal laws related to account opening and lending

• Apply FiCEP financial counseling concepts effectively

• Courtesy, tact, and diplomacy are essential

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 clean and organized workspace

• Routinely disinfect work areas

• Protect sensitive information by securing workspace when unattended

Education and Experience

• High school diploma or equivalent

• 1–2 years of related experience

• Proficiency in Microsoft Word, Excel, and Outlook

Qualifications

Education

• Required: High School or better

Experience

• Required: 1–2 years related experience

Equal Opportunity Employer

Protected Veterans / Individuals with Disabilities
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