Member Service Hybrid Agent (Gainesville)

Delta Community Credit Union•Gainesville, FL

7d•Onsite

About The Position

The Member Service Hybrid Agent (MSHA) combines teller and member service agent responsibilities. The agent provides high-quality service and expert, useful financial counseling, using detailed product and credit report knowledge to identify member needs and recommend appropriate products and services. The role also processes cash and account transactions, supports consumer loan applications and account maintenance, and assists with branch operations as needed. Agents may relieve multiple branch offices in the Atlanta area and must be willing to work extended weekday hours and Saturdays.

Requirements

High school diploma or equivalent.
At least 1 year of customer service and/or sales experience.
At least 6 months of cash handling experience.
Ability to perform mathematical calculations and work accurately with numbers.
Comfort working with little to no supervision in a fast-paced environment.
Ability to sit or stand for approximately 8 hours a day.
Flexibility to relieve multiple branch offices and willingness to work Saturdays.
Compliance with credit union policies and procedures, including Bank Secrecy Act regulations.
Legally authorized to work in the United States without current or future employer sponsorship.

Nice To Haves

Associate degree in Finance or a related field.
At least 1 year of teller experience.
At least 1 year of credit union or financial services experience.
At least 1 year of loan experience.
Notary Public certification.
Bilingual Spanish-speaking ability.
Symitar experience.
Knowledge of Delta Community Credit Union policies and procedures.

Responsibilities

Provide superior service to members and guest members and maintain positive customer relations through accurate account entries.
Educate members about mobile, online, Zelle, ATM, and other banking technologies and digital solutions.
Identify member financial needs and promote, recommend, refer, and cross-sell products and services with integrity.
Respond to and resolve member concerns.
Process consumer loan applications, including reviewing and analyzing applications and supporting documents.
Open, close, and maintain member accounts; apply general knowledge of IRA and HSA contributions and distributions.
Identify and report suspicious activity, including possible financial fraud, money laundering, elder abuse, and counterfeit currency.
Identify, prevent, and report attempts to use fraudulent documentation or identification.
Serve as a Notary Public as directed by management.
Perform daily branch balance reporting as assigned and maintain dual-control protocols where required.
Provide dual-control coverage for management tasks and assist with daily opening and closing duties.
Cover concierge desk duties as assigned.
Process and balance deposits, withdrawals, loan payments, check cashing, and cash advances; complete shared-branching deposits, withdrawals, loan payments, and mortgage payments.
Maintain security of cash drawers, negotiable instruments, and credit union documents, and protect member account confidentiality.
Scan checks and negotiable instruments for processing as assigned and consistently meet balancing standards.
Develop and maintain credit union relationships and demonstrate knowledge of credit union products and services.
Work flexibly and relieve multiple branch offices in the Atlanta area.