Member Service Representative I/Teller

Members First Credit Union•Midland, MI

17d•Onsite

About The Position

Members First Credit Union is hiring a Member Service Representative I (teller) at its Wackerly Branch in Midland, Michigan. The role supports the credit union’s mission, vision, and brand promise by providing service to internal and external members in accordance with its core values. The position focuses on receiving and processing member transactions, assisting with account maintenance, identifying members’ needs and recommending suitable products and services, and following security and compliance procedures. The role is based in a branch/office and reports to the Branch Leader. The employee must obtain the Certified Credit Union Financial Counselor (CCUFC) designation through America’s Credit Unions within the first year of service. The role also involves maintaining an orderly and clean work area and protecting confidential information.

Requirements

High school graduate or equivalent.
Experience operating a personal computer.
Ability to communicate clearly and concisely with members and other staff.
Good working knowledge of credit union products and services.
Skills in Microsoft Word, Excel, and Outlook.
Knowledge of, or ability to learn, credit union systems, products, services, and procedures.
Ability to apply and maintain financial counseling concepts gained through America’s Credit Unions’ Financial Counseling Certification Program (FiCEP).
Trustworthy, caring, and enthusiastic approach to member service.
Team-oriented, highly organized, and able to produce accurate work results.
Ability to keep others adequately informed and present a professional image.
Courtesy, tact, and diplomacy in routine personal contacts involving giving or obtaining information.
Ability to move or transport up to 25 pounds and remain stationary for 2–4 hours at a time.
Availability to work 8 a.m. to 5 p.m. Monday through Friday, scheduled Saturday business hours, and some hours outside the normal schedule for meetings or education and training.

Responsibilities

Receive and process member transactions, including cash and check transactions, deposits, withdrawals, check cashing, transfers, and loan payments.
Assist members with account maintenance and changes, and respond to inquiries about accounts, statements, and histories.
Identify members’ needs and recommend appropriate credit union products and services to expand member relationships and support financial wellbeing.
Remind delinquent members that their payments are due.
Maintain sales and service performance expectations and work toward assigned financial service goals.
Build relationships with current and new members and assist with onboarding new members.
Participate in credit union initiatives, promotions, monthly developmental coaching, education functions, and Community Difference Projects.
Follow security and compliance procedures; enter CTR information electronically and send CTRs to the BSA Compliance Officer.
Process check orders; sell Visa Gift and Travel Cards, cashier’s checks, and money orders; and collect applicable fees.
Answer phones, handle inquiries, process mail, and assist other departments with clerical duties as needed.
Maintain a neat and orderly work area and routinely clean and disinfect teller stations, desks, phones, and electronic equipment.
Protect confidential information by securing doors or removing items from the desk or workstation when away.
Obtain the Certified Credit Union Financial Counselor (CCUFC) designation through America’s Credit Unions within the first year of service.