Member Service Rep 1

BMI Federal Credit Union•Dublin, OH

1d•Onsite

About The Position

Provide solutions to members’ financial needs by explaining Credit Union products and services, cross-selling products that meet members’ needs, and performing basic transactions in accordance with BMI FCU service standards. The role calls for enthusiasm, friendliness, product knowledge, and the ability to build rapport with members. Other related duties may be assigned, and travel to assigned branch locations is required. The position processes member transactions and account requests, supports members with inquiries and account changes, and helps develop and strengthen member relationships. It also involves cash-drawer responsibility, balancing daily work, supporting servicing platforms and internal processes, and following Credit Union policies and applicable federal regulations. The role is based in an office environment at the listed Dublin, Ohio location, with travel to assigned branches. The schedule is approximately 40 hours per week, with flexibility required between 8 a.m. and 5 p.m. Monday through Thursday, 8 a.m. and 6 p.m. Fridays, and rotating Saturdays from 9 a.m. to 1 p.m. Time off during the week is provided when working a Saturday.

Requirements

High school degree, GED, or equivalent.
Basic math skills.
Ability to work a varied work schedule.
Customer-service focus.
Excellent verbal and written communication and interpersonal skills.
Ability to balance multiple tasks and changing priorities.
High attention to detail.
Strong analytical and problem-solving skills.
Ability to work effectively in a team environment.
Proficiency in Microsoft Office, including Excel, general computer programs, and general office equipment.
Professional demeanor.
Ability to receive and maintain confidential information.
Ability to meet the stated physical requirements, with or without reasonable accommodation.

Nice To Haves

Previous cash-handling experience.
Previous customer-service experience.

Responsibilities

Process member transaction requests, including deposits, withdrawals, transfers, and wire transfers.
Assist members with basic account inquiries using account history in the data processing system.
Help members make a variety of changes to their accounts.
Develop, strengthen, and deepen member relationships.
Manage a personal cash drawer and post daily cash transactions to and from the vault.
Balance daily work.
Evaluate members’ needs and explain Credit Union services and products; identify cross-selling opportunities and track performance.
Assist members in accessing safe deposit boxes.
Forward completed ACH and ATM items and debit and credit card disputes; process stop-payment requests not involving fraud.
Provide operational support across Member Services servicing platforms, including online account opening fulfillments, Remote Deposit Capture processing, and other support functions for quality control as needed.
Conduct quality control for internal processes performed within Member Services and other departments as needed.
Understand and follow BMI FCU policies and procedures and comply with applicable federal regulations, including the Bank Secrecy Act, Anti-Money Laundering regulations, USA PATRIOT Act, Office of Foreign Assets Control requirements, Regulation CC, and the Right to Financial Privacy Act.
Travel to assigned branch locations.
Perform other related duties as assigned.