MSR I

CASE Credit Union•Okemos, MI

12h

About The Position

The MSR I provides paying and receiving services to Credit Union members in person, by phone, and through the mail. The role processes deposits, withdrawals, loan payments, cash advances, transfers, and other financial transactions; balances daily activity; and resolves discrepancies. It also assists members with account questions and problems, performs account maintenance, explains and promotes Credit Union products and services, and cross-sells offerings to support members’ financial success. The position includes assigned clerical, receptionist, drive-up, ATM-envelope verification, and night-drop duties. The MSR I represents the Credit Union courteously and professionally, protects the privacy of member information, follows branch security and safety procedures, maintains a clean and secure work area, and participates in required training to support compliance with Credit Union policies and applicable laws and regulations.

Requirements

High school graduate or equivalent.
No prior experience is necessary; abilities are generally acquired on the job within 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

Provide courteous and professional service to members in person, by phone, and through the mail.
Receive deposits, loan and late payments, and payroll starts, stops, and changes.
Process cash advances, gift cards, stamps, cashier’s checks, money orders, stop payments, wires, service center transactions, and transfers.
Disburse cash or check withdrawals and process other member transactions.
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.
Explain Credit Union products and services, assist members with financial needs, order checks, and receive payroll deduction and authorization forms.
Answer member questions and resolve problems by listening, gathering information, and reporting results.
Perform address, name, and suffix-type changes and other account maintenance.
Keep members informed about services, processes, account types, interest and dividend rates, and related services.
Actively cross-sell Credit Union products and services.
Maintain the Credit Union’s professional reputation and the privacy of member account information.
Coordinate effectively with management and other departments, assist other departments as required, and keep supervisors informed of significant activities or concerns through the chain of command.
Complete required reports and records accurately and promptly, and attend meetings as required.
Perform drive-up service, verify ATM envelopes, and handle night-drop functions as assigned.
Keep the work area clean, secure, and well maintained, and perform related clerical and receptionist duties.
Participate in department, branch, and other required training to support compliance with Credit Union policies and state and federal laws and regulations.
Perform other related duties as required or assigned.