Peak Branch MSR I - Lem Turner

COMMUNITY FIRST CREDIT UNION OF FLORIDA•Jacksonville, FL

1d•Hybrid

About The Position

We are seeking a dedicated Peak Branch Member Service Representative (MSR) to join our team at Community First - Lem Turner Branch. As a trusted financial advisor, you will identify opportunities to foster and expand our members' relationships with Community First. Through a thorough interview process, you will identify products and services that will benefit our members, enhancing their overall experience. This position will be based in the Lem Turner Branch but will travel to support Northpoint, Northside, and Yulee as needed.

Requirements

A minimum of one to three years of similar or related experience, including preparatory experience.
A high school degree or equivalent.
A significant level of trust, credibility, and diplomacy is required.
In-depth dialogues, conversations, and explanations with customers, direct and indirect reports, and outside vendors can be sensitive and/or highly confidential.
Communications may involve motivating, influencing, educating, and/or advising others on matters of significance.

Responsibilities

Open new products and services while following appropriate procedures to verify personal identification.
Process various types of consumer and business loan applications.
Perform account maintenance, including changes to personal information such as address and telephone numbers, name changes, adding and removing joint members, check ordering, issuing temporary checks, and assisting with Internet Banking enrollment.
Perform teller transactions as required.
Interview members and potential members, asking questions and listening carefully to determine the appropriate products and services to offer.
Present products and services in a positive, professional, and knowledgeable manner to help individuals make informed decisions.
Continuously increase your knowledge to answer members' questions and resolve member problems, referring issues beyond your authority when necessary.
Make outbound calls for onboarding new members and developing opportunities to improve relationships between members and the credit union.
Consistently meet or exceed sales and quality goals.
Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.