Member Service Representative I

Come join the Fort McClellan Credit Union in our mission to foster our community by supporting financial well-being for all!

Role:

The Member Service Representative I (MSR I) is a full-service liaison between the members and the Credit Union. The MSR I will perform transactions, open accounts, resolve issues, originate loans, and guide the lobby. In this role, the MSR I will be offering members a personal experience from the moment they enter the branch, to the moment they leave.

Essential Functions & Responsibilities:

-Accurately processes financial transactions in accordance with cash-control standards and protocols (i.e. placing appropriate holds, examining checks for proper endorsements, etc.).

-Responsible for rotating branch duties, including cash transactions and new account functions.

-Supports member retention and relationship expansion through regular contact with existing and potential members.

-Maintains a thorough knowledge of all credit union products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures.

-Maintains a thorough knowledge of credit union's core software including referrals, sales and contact events, phone logs, extended information, and reports.

-Possesses a good understanding of the consumer loan process, guidelines, and a complete understanding of share certificates.

-Explains consumer loan products to members, assess members' needs, and recommend loan options. Request, evaluate, and interpret credit worthiness to ensure compliance with Fort McClellan Credit Union products and services.

-Balances the branch vault, ATM, and cash machines, as necessary.

-Fills in at other branches as needed (travel required).

-Responsible for following all BSA/OFAC policies and procedures.

-Follows all physical and online security procedures and maintains strict confidentiality of all member information.

-Maintains a professional image and demeanor at all times, consistently adhering to the dress code outlined in Fort McClellan Credit Union’s Employee Handbook.

-Maintains regular and predictable attendance.

-Performs other job-related duties as assigned.

Experience:

One month to twelve months of similar or related experience.

Education:

A high school education or GED.

Interpersonal Skills:

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Physical Requirements Disclaimer:

The physical demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements:

-Seeing: Must be able to read reports and use computer regularly.

-Hearing: Must be able to hear well enough to communicate with co workers regularly.

-Communicating information: The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

-Intermittent standing, sitting, walking, bending and climbing.

-Using hands repetitively to handle, feel or operate computers and other standard office equipment.

-Reaching with hands and arms.

-Intermittent lifting and carrying up to 25 pounds.

Work Environment Disclaimer:

An employee in this job will experience the following main work environments, others not listed may also be encountered on occasion.

Work Environment:

Works in a general office environment.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Please note - submitting a resume does not guarantee any future action by Fort McClellan Credit Union.

Job Type: Full-time

Pay: From $14.50 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid sick time
• Paid time off
• Vision insurance

Ability to Relocate:

• Anniston, AL 36207: Relocate before starting work (Required)

Work Location: In person