MSR

Love Where You Work•Vineyard, UT

16h

About The Position

The MSR I provides accurate, professional, and caring banking services to members and prospective members. The role answers questions, understands and resolves concerns, deescalates issues, and offers needs-based Credit Union products and services to support members’ financial goals. Responsibilities include opening and maintaining consumer auxiliary accounts; helping with online and mobile banking and branch technology; and processing deposits, withdrawals, loan payments, wire transfers, cashier’s checks, Visa gift cards, Visa cash advances, night-drop and mail deposits, check processing, card maintenance, certificate renewals, file maintenance, account changes, and fraud or debit and credit card disputes. The role also supports loan servicing, maintains a balanced cash drawer, completes audits and documentation, and ensures transaction accuracy. The MSR I builds relationships with new and existing members through courteous and timely in-person, phone, voicemail, text, and email communication. The role provides general Credit Union information and advises members on money management and financial matters within its scope. It works with branch employees, area personnel, and management to support smooth operations, complete records and reports, attend required meetings, communicate significant activities or concerns, maintain a clean and secure work area, and follow branch opening and closing procedures. Ongoing training, certification, and education help the employee maintain relevant knowledge of economic conditions and legal or regulatory changes. Success is demonstrated through efficient and accurate service in accordance with policies and procedures; consistent security practices; accurate balancing and prompt resolution of discrepancies; timely, complete records and audits; courteous resolution of member concerns; positive relationships with members and colleagues; continued professional learning; and a regular, predictable schedule supporting reliable branch operations.

Requirements

High school graduate or equivalent.
One to three years of similar or related experience.
Working knowledge of Credit Union account and loan services, policies, procedures, consumer banking practices, and related legal, regulatory, and documentation requirements.
Excellent member service, communication, and public relations skills.
Professional appearance and attitude.
Analytical, financially minded, and detail-oriented.
Comfort using computer applications and standard business equipment, including a computer, printer, telephone, calculator, and notary stamp when applicable.
Strong typing skills.
Ability to support members and branch operations accurately, efficiently, and professionally.

Responsibilities

Deliver accurate, professional, and caring service to members and prospective members; answer questions, understand concerns, deescalate issues, resolve requests, and offer needs-based products and services.
Open and maintain consumer auxiliary accounts and assist members with online and mobile banking and branch technology.
Process deposits, withdrawals, loan payments, wire transfers, cashier’s checks, Visa gift cards, Visa cash advances, night-drop deposits, mail deposits, and check processing.
Perform card maintenance, certificate renewals, file maintenance, account changes, and fraud or debit and credit card dispute processing.
Assist with loan-servicing needs, including payoffs, address changes, collateral releases, and payment due date changes.
Maintain a balanced cash drawer, ensure transaction accuracy, complete audits and supporting documentation, and promptly resolve discrepancies.
Communicate promptly and courteously with members in person and through phone, voicemail, text, and email; provide general Credit Union information and counsel members on financial matters within the role.
Build and strengthen relationships with new and existing members by explaining services, assessing needs, offering appropriate products, and resolving concerns.
Work with branch employees, area personnel, and management to support smooth branch operations; complete reports and records, attend required meetings, and keep management informed of significant activities or concerns.
Maintain a clean and secure work area and safely and precisely follow branch opening and closing procedures.
Complete assigned training, certification programs, and ongoing education; stay informed about relevant economic conditions and legal or regulatory changes.