Floating Member Services Representative

Position Summary

The Floating Member Service Representative (MSR)/Teller will report to the Teller Supervisor, Assistant Branch Manager, Branch Manager, or another designee. They will work with members to meet financial service needs through processing transactions and suggesting new products or services. The MSR/Teller is responsible for delivering the highest-level customer service, accurate and efficient processing of member transactions, promoting products and services, resolving member account issues, making modifications to accounts, adding account services, opening new accounts, and performing those functions according to the policies and guidelines of the credit union in a friendly, helpful manner. This role will be required to travel to cover other branches in the region.

What You’ll Do

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member service.
• Process share deposit payments, loan payments, manual payrolls, and account transfers.
• Maintain drawer cash levels within prescribed amounts.
• Post and Log night, ATM, and mail deposits. (Part of dual-control team).
• Perform other duties and projects as assigned.

What You’ll Need

• A High School graduate or equivalent.
• Bilingual in English/Spanish highly preferred but not required.
• Minimum one year experience in financial institution or other customer service industry preferred.
• Prior cash handling and customer service responsibilities preferred.
• Preference for working in organizations that place priority on teamwork and collaboration.
• May be required to travel to cover other branches.

Company Disclaimer

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.