MSR l

Love Where You Work•Salt Lake City, UT

About The Position

As an MSR I, you provide accurate, professional, and caring service to members and prospective members. You answer questions, understand and resolve concerns, explain Credit Union services, and offer needs-based products that support members’ financial goals. You open and maintain consumer auxiliary accounts, assist with online and mobile banking and branch technology, and process a broad range of account services and transactions. You also support loan servicing, maintain a balanced cash drawer, and complete transaction audits and documentation. You build relationships with new and existing members through courteous, prompt communication in person and through phone, voicemail, text, and email. You provide general Credit Union information and counsel members on money management and financial matters within the scope of your role. You work with branch employees, area personnel, and management to support smooth branch operations, follow security and opening and closing procedures, and maintain accurate records. Assigned training, certifications, and ongoing education help you continue developing your knowledge and performance. Compensation is based on experience, qualifications, and market alignment. The total package includes a competitive base salary, an annual incentive opportunity tied to personal and organizational performance, and comprehensive benefits consistent with UCCU’s commitment to employees.

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.
Strong typing skills.
Ability to work a regular and predictable schedule.

Responsibilities

Provide excellent service to members and prospective members by answering questions, understanding concerns, deescalating issues, resolving requests, and offering 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 support.
Maintain a balanced cash drawer, ensure transaction accuracy, complete audits and supporting documentation, and promptly resolve discrepancies.
Assist with loan servicing, including payoffs, address changes, collateral releases, and payment due date changes.
Build relationships with members and communicate promptly and courteously in person, by phone, voicemail, text, and email.
Provide general Credit Union information and counsel members on money management and financial matters within the scope of the role.
Explain programs and services, assess members’ needs, offer appropriate products, and resolve concerns courteously and promptly.
Work with branch employees, area personnel, and management to support smooth branch operations.
Complete reports and records accurately, attend required meetings, and keep management informed of significant activities or concerns.
Maintain a clean and secure work area and follow branch opening and closing procedures safely and precisely.
Develop job knowledge and performance through assigned training, certification programs, and ongoing education.
Stay informed about relevant economic conditions and legal or regulatory changes that may affect the Credit Union and its members.