MSR

Triangle Federal Credit Union•West Point, MS

About The Position

At Triangle Federal Credit Union (TFCU), our members are at the heart of everything we do. As a Member Services Representative (MSR), you’ll be one of the first points of contact for our members—providing friendly, efficient, and knowledgeable service in every interaction. You’ll assist with day-to-day financial transactions, guide members in understanding our products, and help strengthen the financial well-being of the communities we serve.

Requirements

High school diploma or equivalent required. Associate’s degree or relevant coursework in business or finance is a plus.
1+ year of customer service or cash handling experience (credit union or banking experience preferred).
Friendly, approachable, and committed to delivering top-tier service
Excellent verbal and written communication skills
Attention to detail and strong organizational abilities
Tech-savvy and adaptable to new tools and systems
Must successfully complete BSA training as required
Employee must be bondable (insurable)

Nice To Haves

Familiarity with core banking systems (e.g., Symitar) is a plus.

Responsibilities

Greet members with a positive attitude and provide prompt, professional assistance in person and by phone.
Handle routine financial transactions such as deposits, withdrawals, payments, and transfers.
Educate members about TFCU products, services, and digital banking tools.
Maintain and balance a cash drawer daily, ensuring all transactions are handled with precision and care.
Identify and report any transaction discrepancies, errors, or unusual activity in compliance with TFCU policies.
Assist members with opening new accounts, updating information, and resolving account inquiries.
Troubleshoot issues related to online banking, mobile apps, and card services.
Recognize member needs and confidently refer them to appropriate TFCU services, including loans and financial counseling.
Participate in campaigns and promotions to grow member engagement and product use.
Ensure all actions comply with credit union regulations (including BSA/AML) and internal procedures.
Maintain strict confidentiality with all members and credit union information.