Msr I

Love Where You Work•Taylorsville, UT

About The Position

As an MSR I, you provide members and prospective members with accurate, professional, and caring banking service. You answer questions, understand concerns, de-escalate issues, resolve requests, and offer needs-based Credit Union products and services. You open and maintain consumer auxiliary accounts, assist with online and mobile banking, support members using branch technology, and process a range of account and loan-servicing transactions. The role includes maintaining a balanced cash drawer, completing audits and supporting documentation, and accurately handling reports and records. You build relationships with new and existing members through in-person, phone, voicemail, text, and email communication; provide general Credit Union information; and counsel members on money management and financial matters within the scope of the role. You collaborate with branch employees, area personnel, and management to support smooth branch operations, follow security and opening and closing procedures, and keep your work area clean and secure. You continue developing your job knowledge and performance through assigned training, certification programs, and ongoing education, while staying informed about relevant economic conditions and legal or regulatory changes. Success is measured by efficient, accurate, policy-compliant transactions, reliable security and cash-balancing practices, timely documentation, courteous resolution of member concerns, strong working relationships, and a regular, predictable schedule.

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, and calculator.
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, de-escalate issues, resolve requests, and offer needs-based Credit Union products and services.
Open and maintain consumer auxiliary accounts and assist 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, check processing, card maintenance, certificate renewals, file maintenance, account changes, and fraud or debit and credit card disputes.
Maintain a balanced cash drawer, demonstrate transaction accuracy, and complete audits and supporting documentation.
Assist with loan servicing, including payoffs, address changes, collateral releases, and payment due date changes.
Communicate promptly and courteously through in-person interactions, phone calls, voicemail, text, and email.
Provide general Credit Union information and counsel members on money management and 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 accurately, attend meetings as required, 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.
Complete assigned training, certification programs, and ongoing education; stay informed about relevant economic conditions and legal or regulatory changes.
Follow security procedures, balance monies accurately, resolve discrepancies promptly, and complete required reports, audits, and documentation in a timely and accurate manner.