MSR

Love Where You Work•Orem, UT

10h

About The Position

The MSR I provides excellent member experiences by delivering a wide range of banking services accurately, professionally, and with care. The role supports members and prospective members by answering questions, understanding concerns, deescalating issues, resolving requests, and offering needs-based Credit Union products and services. Responsibilities include opening and maintaining consumer auxiliary accounts, helping members with online and mobile banking and branch technology, processing account services and transactions, maintaining a balanced cash drawer, completing audits and documentation, and assisting with loan servicing. The MSR I builds long-term relationships with new and existing members through courteous communication in person, by phone, voicemail, text, and email. The role provides general Credit Union information and guidance on money management and financial matters within the position’s scope, while representing UCCU’s professional reputation. The MSR I works with branch employees, area personnel, and management to support smooth branch operations, keeps records and reports accurate, follows security and opening and closing procedures, and develops job knowledge through training, certifications, and ongoing education.

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.
Comfortable using computer applications and standard business equipment, including a computer, printer, telephone, calculator, and notary stamp when applicable.
Strong typing skills.
Ability to work a regular and predictable schedule.

Responsibilities

Provide prompt, professional, and courteous service to members and prospective members.
Answer questions, understand member concerns, deescalate issues, resolve requests, and offer needs-based Credit Union 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 support.
Maintain a balanced cash drawer, complete transactions accurately, and perform audits and supporting documentation.
Assist with loan servicing, including payoffs, address changes, collateral releases, and payment due date changes.
Communicate with members in person, by phone, voicemail, text, and email; provide general Credit Union information and financial guidance within the role.
Build and strengthen relationships with new and existing members by explaining services, assessing needs, and resolving concerns.
Work with branch employees, area personnel, and management to support smooth branch operations.
Complete reports and records accurately, attend meetings as required, and inform management of significant activities or concerns.
Maintain a clean and secure work area and follow branch opening and closing procedures safely and precisely.
Complete assigned training, certification programs, and ongoing education; stay informed about relevant economic conditions and legal or regulatory changes.
Follow security procedures, balance monies, promptly resolve discrepancies, and complete required reports, audits, and documentation in a timely and accurate manner.