Float MSR I/ Travel Teller I

Members First Credit Union•Mt. Pleasant, MI

7d•Onsite

About The Position

Members First Credit Union is seeking a Float Member Service Representative I to provide excellent member service while helping members identify products and services that fit their financial needs. The role travels among Mid-Michigan branches and supports branch teams while building member relationships. Mileage reimbursement is provided. The position is non-exempt and reports to the Branch Operations Support Leader. The primary purpose of the position is to support the credit union’s mission, vision, and brand promise by living its core values in interactions with internal and external members. The credit union emphasizes purpose, belonging, and joy, and aims to create an inclusive environment where diverse perspectives are welcomed and equity and belonging are part of daily work and service. This is an in-branch/office role. Availability is required from 8:00 a.m. to 5:00 p.m., Monday through Friday, as well as for scheduled Saturday business hours, daily travel to branches or support locations, and occasional meetings or training outside normal working hours. The employee must obtain the Certified Credit Union Financial Counselor (CCUFC) designation through America’s Credit Unions within the first year of service.

Requirements

Minimum high school diploma or equivalent.
Experience operating a personal computer.
Ability to communicate clearly and professionally with members and staff.
Working knowledge of credit union products and services, or the ability to learn them.
Skills in Microsoft 365.
Ability to learn credit union systems, products, services, and procedures.
Ability to communicate clearly, respectfully, and concisely.
Courtesy, tact, empathy, and diplomacy when working with individuals from diverse backgrounds.
Team-oriented and dependable.
Highly organized with strong attention to detail and the ability to produce accurate work.
Ability to keep others appropriately informed and present a professional image consistent with credit union values.
Ability to work collaboratively with team members across roles and locations and respect diverse perspectives.
Ability to strive to exceed credit union, department, and personal goals.
Ability to obtain the Certified Credit Union Financial Counselor (CCUFC) designation through America’s Credit Unions within the first year of service.
Availability for work from 8:00 a.m. to 5:00 p.m. Monday through Friday, scheduled Saturday business hours, daily travel to branch or support locations, and occasional meetings or training outside normal working hours.
Ability to move or transport up to 25 pounds and remain stationary for 2–4 hours at a time.

Responsibilities

Work at various credit union branches within the designated service area, adapting to each branch’s needs and maintaining consistent service standards.
Deliver on the credit union’s promises in every situation.
Receive and process member transactions, including cash and check transactions, deposits, withdrawals, transfers, check cashing, and loan payments.
Assist members with account maintenance and changes in a welcoming, unbiased, and supportive manner.
Identify members’ needs and recommend appropriate products and services through needs-based conversations that support financial inclusion and wellbeing.
Collaborate with branch staff to cross-sell products and services.
Follow security, compliance, and confidentiality procedures and maintain accurate transaction records.
Follow through on member requests regardless of branch location.
Remind delinquent members of payments respectfully, professionally, and empathetically.
Maintain sales and service performance expectations using ethical, inclusive, and member-centered practices.
Handle inquiries about member accounts, statements, and histories accurately and discreetly.
Process check orders as needed.
Sell Visa Gift Cards, Travel Cards, cashier’s checks, and money orders, and collect applicable service fees.
Answer phones and respond to inquiries promptly and respectfully.
Process mail and assist other departments with clerical duties as needed.
Participate in monthly developmental coaching and demonstrate openness to feedback, growth, and continuous learning.
Build trust and welcoming relationships with current and new members, including assisting with member onboarding.
Participate in credit union initiatives, promotions, assigned service goals, education functions, and Community Difference Projects.
Demonstrate adaptability in communication and openness to feedback from direct and indirect leaders.
Apply financial counseling concepts gained through America’s Credit Unions’ Financial Counseling Certification Program to promote member financial wellbeing.
Maintain a neat and orderly work area; routinely clean and disinfect work areas and protect confidential information when away from a workstation.
Perform other duties as assigned.