Branch MSR I -St. Johns Branch

Community First Credit Union-posted 9 months ago

Full-time • Entry Level

Saint Augustine, FL

Credit Intermediation and Related Activities

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We are seeking a dedicated Branch Member Service Representative (MSR) to join our team at Community First - St. Johns 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.

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.

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.

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