Branch MSR

Citizens Community Credit Union•Estherville, IA

12d

About The Position

Under general supervision and in accordance with established policies and procedures, the Branch MSR provides member service functions such as processing deposits, withdrawals, loan and credit card payments, and account inquiries. The role enters transactions into the Credit Union computer system, responds to member questions, processes requests, assists with accounts, and promotes additional Credit Union products and services while focusing on the member experience. The position supports daily operations of the member service area, follows applicable state and federal regulations and Credit Union policies, and helps maintain security of cash, negotiable items, member information, and computer systems. It processes member transactions accurately, addresses service issues within its authority, escalates other issues, and educates members about convenience services such as online and mobile banking, ATMs, and telephone banking. The work environment ranges from quiet to moderately noisy when automated equipment is operating and is non-smoking. The role involves frequent standing, walking, sitting, hand and finger use, reaching, climbing or balancing, and stooping, kneeling, crouching, or crawling. Occasional lifting or moving of up to 50 pounds is required.

Requirements

High school education or GED.
Up to six months of similar or related experience.
Courtesy, tact, and diplomacy when interacting with people inside or outside the organization about routine matters and information.
Ten-key calculator and computer keyboard skills.
Accuracy with numbers and names.
Ability to communicate effectively.
Basic computer skills.
Ability to perform simple math and count cash.

Responsibilities

Process member financial transactions, including deposits, withdrawals, transfers, loan payments, cash advances, and check cashing.
Sell money orders and cashier checks and transfer amounts between member accounts as directed.
Assist members with opening and closing accounts, answer questions about products and services, and resolve issues within the role's authority.
Refer issues beyond the role's authority to a supervisor and provide recommendations.
Balance the cash drawer and maintain it within Credit Union standards.
Identify opportunities to cross-sell and promote Credit Union services and products.
Gather member information and maintain appropriate records.
Act as a liaison between members and other organizations and departments.
Perform miscellaneous tasks such as typing, filing, computer input, and answering the telephone.
Follow applicable compliance requirements, regulations, policies, procedures, and safety and security programs.
Review work for accuracy, completeness, and regulatory compliance, following quality-control practices.
Educate members about online banking, mobile banking, ATMs, telephone banking, and other convenience products.
Provide accurate, courteous, friendly, timely, and professional service; assist members waiting in the lobby.
Respond to correspondence within one day, answer telephone calls within two rings, and return telephone messages within two hours.
Perform other duties as assigned.