Floating MSR (North/East Region)
About The Position
The Floating Member Service Representative (MSR) provides paying and receiving services to members in person, by phone, and by mail. Duties include processing deposits, withdrawals, loan payments, cashier’s checks, money orders, and cash advances; balancing daily transactions and verifying cash totals; and performing member-service tasks such as opening and closing accounts, renewing certificates, and assisting with bookkeeping and checking-account issues. The role also closes loans via DocuSign, answers questions about Credit Union services, performs account maintenance, actively cross-sells services, and handles assigned clerical and receptionist duties while assisting other MSRs as needed. The position serves branches across the North/East Region, including Amelia, South Lebanon, Springdale, and West Chester. The Floating MSR receives an additional $1.50 per hour differential above base pay and mileage reimbursement.
Requirements
- High school graduate or equivalent.
- Knowledge of teller operations and procedures.
- Basic understanding of Credit Union operations.
- One month to twelve months of banking experience.
- Good communication skills.
- Professional appearance, dress, and attitude.
- Good math skills.
- Ability to operate related computer applications and business equipment, including an adding machine, typewriter, copy machine, coin and money counting machines, and telephone.
- Good typing skills.
Nice To Haves
- Previous Credit Union experience desired.
Responsibilities
- Receive share deposits and loan payments in person or by mail.
- Process cash advances, cashier’s checks, money orders, bank-to-bank wires, and Western Union wires.
- Understand IRAs and HSAs and assist members with opening or servicing them.
- Assist members with loan-closing documents and close loans via DocuSign.
- Receive and process new member accounts, changes to existing accounts, and account closures.
- Assist members with opening and closing safe deposit boxes.
- Inform members about Credit Union services and policies, account types, interest and dividend rates, payroll deduction options, and related services.
- Actively cross-sell Credit Union products and services and follow up with members.
- Balance daily transactions and verify cash totals.
- Answer member questions, perform account maintenance, and help resolve bookkeeping and checking-account problems.
- Perform assigned clerical and receptionist duties and assist other Member Service Representatives as needed.
- Serve members promptly and professionally.
- Travel to branches in Amelia, South Lebanon, Springdale, and West Chester.
Benefits
- Generous paid time off, including birthday PTO.
- Company-paid group life insurance.
- 401(k) plan with a match of up to 5%.
- Short- and long-term disability.
- Growth opportunities.
- Affordable insurance plans.
- Employee loan discounts.
- Wellness program.
- 11 paid holidays.
- Profit sharing.
- Additional $1.50 per hour differential above base pay.
- Mileage reimbursement.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
