Relationship Team MSR

COMMUNITY FIRST CREDIT UNION OF FLORIDA • Jacksonville, FL

1d

About The Position

Assist members and potential members with telephone inquiries by delivering exceptional service and thoughtful financial solutions. This role focuses on building positive member experiences by explaining products and services, resolving questions or concerns, directing calls to the appropriate area, and providing helpful, accurate information with every interaction. Successful candidates are friendly, engaging, and motivated by a desire to help members achieve their financial goals while identifying opportunities to deepen relationships through appropriate product recommendations.

Requirements

• 1-3 years of call center experience, ideally within a financial institution
• A high school degree or equivalent.
• Friendly, warm, and engaging communication style with the ability to build rapport over the phone
• Strong listening skills with a genuine interest in understanding and helping others
• Ability to communicate financial information clearly, confidently, and compassionately
• Professional, courteous, and patient demeanor when assisting members
• Comfortable balancing service excellence with sales conversations in a helpful, consultative manner
• Service‑oriented mindset with a passion for helping members succeed financially
• Confidence in discussing and recommending products and services based on member needs
• Strong verbal communication and problem‑solving skills
• Attention to detail and accuracy when handling transactions and loan documentation
• Ability to manage multiple tasks in a fast‑paced, call‑center environment
• Proficient in standard Windows‑based business applications (e.g., Microsoft Word, Excel)

Responsibilities

• Receive incoming calls and place outbound calls to members and potential members. Answer questions regarding accounts and products, calculate and explain payment options, and take loan applications over the phone. Prepare and process loan documentation and distribute to members or loan officers for disbursement. Provide service that is welcoming, professional, and responsive to member needs.
• Maintain accurate member account information within the computer system. Ensure records are properly maintained and required reports are completed. Make lending recommendations for loan exceptions in accordance with Credit Union policies and guidelines. Identify opportunities to support members through cross‑selling relevant products and services that meet their financial needs.
• Assist other departments as needed and perform additional related duties as assigned.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED