MSR I

EMBLEM CREDIT UNION•Centre, AL

2d•Onsite

About The Position

To deliver excellent member service by assisting with new account openings, performing account maintenance, and supporting teller operations, as needed. This role serves as a key point of contact for members, ensuring accuracy, compliance, and a positive overall experience.

Requirements

One year to three years of similar or related experience.
A high school education or GED.
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation.
Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Working knowledge of established teller procedures and policies.
Understanding of Credit Union operations.
Communicates information and ideas in speaking so others will understand.
General office equipment such as calculators, computers, photocopiers, and scanners.

Responsibilities

Opens and processes new accounts including savings, checking, IRAs, certificates, and specialty accounts.
Performs account maintenance such as address changes, account closures, signer updates, and product changes.
Assists members with debit card, online banking, and other service-related requests.
Builds strong member relationships by identifying needs and recommending appropriate products and services.
Processes member transactions including deposits, withdrawals, transfers, loan payments, and cash advances.
Balances cash drawer daily and maintains accurate cash handling standards.
Adheres to established limits, controls, and security procedures.
Identifies and reports discrepancies and/or suspicious activity.
Follows all policies and procedures related to BSA/AML, OFAC, CIP, and other regulatory requirements.
Accurately verifies member's identity and maintains confidentiality of member information.
Stays current on compliance training and operational updates.
Performs other job-related duties as assigned.