MSR I

CASE Credit Union•Delta Charter Township, MI

15h

About The Position

Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail, including processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. Balances daily transactions and verifies cash totals. Performs member service functions such as opening and closing suffixes, renewing term deposits, and assisting members with questions and account problems. Answers questions about Credit Union services and performs account maintenance. Actively cross-sells Credit Union services. Performs assigned clerical and receptionist functions and assists other Member Service Representatives as required. Serves members promptly and professionally, helping them pursue financial success by promoting CASE products and services.

Requirements

High school graduate or equivalent.
No experience necessary; abilities are generally acquired on the job in 12 months.
Good communication skills.
Time-management skills.
Ability to operate related computer applications and business equipment, including a fax machine, copy machine, coin and money counting machines, and telephone.

Responsibilities

Represent the Credit Union courteously and professionally.
Receive deposits, loan and late payments, and payroll starts, stops, and changes.
Process cash advances, gift cards, stamps, cashiers' checks, money orders, stop payments, wires, and service center transactions.
Disburse cash or check withdrawals and process transfers.
Verify transactions, monitor deposit amounts, examine documents for endorsement and negotiability, and promptly detect and resolve discrepancies.
Trial balance throughout the day; balance daily transactions, verify totals, and investigate and resolve out-of-balance conditions.
Open and close branch locations and follow branch security and safety procedures.
Present and explain Credit Union services and products, assist members with their financial needs, order checks, and receive payroll deduction and authorization forms.
Answer member questions and solve problems by listening, collecting data, and reporting results.
Perform address, name, and suffix type changes as needed.
Keep members informed about services, processes, available account types, interest and dividend rates, and related services.
Maintain the Credit Union's professional reputation and protect the privacy of member account information.
Actively cross-sell Credit Union products and services.
Coordinate and maintain effective working relationships with other departments and management; assist other departments as required.
Keep supervisors informed of activities and significant problems or concerns through the chain of command.
Complete required reports and records accurately and promptly, and attend meetings as required.
Perform related or assigned duties, including drive-up service, ATM envelope verification, night drop functions, and clerical duties.
Ensure the work area is clean, secure, and well maintained.
Participate in training within and outside the department to support compliance with Credit Union policies and state and federal laws and regulations.