Member Service Representative I/Teller

Members First Credit Union•Midland, MI

1d•Onsite

About The Position

Members First Credit Union is seeking a Member Service Representative/Teller at the Dartmouth Branch in Midland, MI. This role is for individuals motivated by meaningful conversations, thoughtful problem-solving, and delivering exceptional member experiences, who are passionate about building relationships and supporting members in their financial wellbeing. The credit union is committed to encouraging a better tomorrow in the communities it serves, fostering an atmosphere of belonging, opportunity, and empowerment. The primary purpose of this position is to assist Members First Credit Union in delivering on its mission, vision, and brand promise by living out core values in every service contact. The culture emphasizes purpose, belonging, and joy, encouraging team members to make a meaningful impact in the lives of others.

Requirements

Strive to exceed credit union, department, and personal goals
Team oriented
Highly organized
Produces accurate work results
Readily keeps others adequately informed
Presents a professional image
Maintains a high level of knowledge about credit union philosophy, products and services
Courtesy, tact, and diplomacy are essential elements of the job.
Effectively apply and maintain financial counseling concepts, gained through America's Credit Unions' Financial Counseling Certification Program (FiCEP), to promote financial well-being.
Minimum high school graduate or equivalent.
Experience operating a personal computer
Ability to communicate with members and other staff – clearly and concisely
Good working knowledge of all credit union products and service
Skills in Microsoft Word, Excel, and Outlook
Knowledge of, or the ability to learn Credit Union systems, products, services, and procedures

Responsibilities

Assists members with account maintenance and changes.
Collaborates with branch staff to cross-sell and increase member share of wallet.
Ensures security and compliance procedures are followed in all transactions
Successfully obtain Certified Credit Union Financial Counselor (CCUFC) designation through America's Credit Unions within first year of service with M1.
Create opportunities for expanded member relationship by determining the needs for additional product and services and recommend appropriate Credit Union solutions
Remind delinquent members that their payments are due
Maintain Sales and Service Performance Expectations
Process member’s cash and check transactions, to include deposits, withdrawals, check cashing and loan payments.
Inputs CTR information electronically and sends the CTRs to BSA Compliance Officer
Handle inquiries on member’s accounts, statements, and histories.
Process check orders as needed
Sell Visa Gift and Travel Cards and cashier’s checks/money orders.
Collect any fees as required for services.
Answer phones and handle inquires.
Process mail as needed
Assist other departments with clerical duties as required.
Participate and engage in monthly developmental coaching
Build relationships with current and new members.
Offer products and services that will help improve their financial wellbeing.
Actively participate in Credit Union initiatives, promotions, and achieve assigned financial service goals
Assist with the onboarding process that continues to build relationship with new members.
Attend education functions/ Community Difference Projects (CDP)
Other duties that may be assigned from time to time.