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About The Position

The RBFCU Branch Operations Team is seeking a full-time Branch Member Service Representative for the Wonder World branch location. This role combines both Teller and Personal Banker functions, focusing on providing exceptional service to members and prospective members. The MSR will engage with members to build relationships, identify their financial needs, and educate them on products and services that can improve their financial well-being and quality of life. The position offers opportunities for professional growth through the 'Path to Promotion' and an award-winning 'Learning and Development program'. RBFCU is recognized as a 'Best Places to Work in Texas' employer, the largest credit union in Texas with over 1 million members and total assets exceeding $15 billion, and consistently receives high ratings for financial stability.

Requirements

  • High School diploma or GED
  • Six months of work experience (financial institution, customer service or sales experience preferred)
  • Attendance and promptness are pertinent; must be able to work a flexible Monday through Saturday schedule
  • Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers
  • Excellent communication and interpersonal skills
  • Ability to solve problems, make timely and informed decisions, and apply common sense to carry out detailed written or oral instructions
  • Proficient in utilizing PC, software and other office equipment
  • Ability to sit or stand for extended periods of time
  • Good vision, hearing, and manual dexterity; must be able to reach with hands and arms; must be able to speak clearly

Nice To Haves

  • Bilingual (English/Spanish)

Responsibilities

  • Provide enthusiastic, professional, quality, prompt, and courteous service to members, prospective members, and RBFCU team.
  • Process a variety of transactions in various settings that may include in person, video conference, drive-thru, and telephonic engagement channels.
  • Maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.
  • Perform in the capacity of Branch Reservist taking calls for the Member Service Center to handle incoming requests from members via this channel.
  • Assess all deposits for potential fraud and each interaction for impersonation to mitigate fraud losses.
  • Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.
  • Qualify members and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.
  • Prepare various teller reports, and escort members into designated areas when requested.
  • Engage with members and prospective members by cross serving products and services, meeting incentive goals, and ensuring a current working knowledge of product benefits and features.
  • Promote product engagement and meet and preferably exceed minimum sales goals by demonstrating continued and sustained initiative to learning and offering products and services to members by using communication and listening skills to determine member needs.
  • Support our cross-serve/sales culture to ensure branch standards are achieved or exceeded.
  • Observe safety and security procedures, and report potentially unsafe conditions.
  • All other duties as assigned.

Benefits

  • Sign-on bonus ($250 in first paycheck, $500 following 90 days of employment, and $500 following six months of employment)
  • Additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification
  • 401(k) with matching incentives — up to 10 percent
  • Competitive pay
  • Medical, vision and dental benefits available to employees and their families from the first day of employment
  • Tuition reimbursement plans
  • Life insurance
  • Pharmacy discount programs
  • Flexible Spending (FSA), Health Savings (HSA) and Dependent Care account options
  • Paid time off
  • Parental leave
  • Company-paid long-term disability
  • Company-paid basic life insurance
  • Company-paid wellness program
  • Company-paid credit-monitoring service
  • Company-paid employee assistance program
  • Training and volunteer opportunities

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

251-500 employees

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