Bank Floater & Member Service Pro

Webster First Federal Credit Union; Webster (MA); On-site; USD 34,440 - 37,195; Full time

Job summary

Webster First Federal Credit Union is seeking a Member Service Specialist Floater to support the Worcester region with scheduled shifts Monday through Saturday. The role emphasizes delivering a well‑rounded member experience through sales, service, and accurate teller operations.

You will balance drawers, process transactions, and promote credit union products while adhering to policies and compliance standards.

Qualifications

• High school diploma or equivalent, required; college degree or certification in a relevant field, preferred.
• Minimum of three years of experience in a customer service role, including handling cash transactions.
• One to three years of bank/credit union experience is required.
• Ability to speak, read, and write English fluently, required - bilingual candidates are a plus.
• Valid, insurable driver's license and reliable transportation to be able to work at various locations around the Worcester region.
• Proficient in computer / software programs, including Microsoft Office.

Responsibilities

• Assist with day-to-day operating policies, procedures as well as branch opening and closing, balancing drawers, voids, adjustments, and supporting coworkers in assisting members.
• Assist members with various account-related requests and services, such as opening accounts, wire transfers, savings bonds, foreign currency, stop payments, checks, inquiries about deposit products and service charges, ATM/debit cards, ATM proving, applications, usage, and limits, account transactions and updates, third party check verifications, notary public services, maintaining a cash drawer, and working as a teller on the frontline as needed.
• Provide service to members seeking assistance in opening and maintaining business accounts, trusts, IRAs, and cross‑selling WFFCU products and services to meet and exceed branch goals.
• Project a positive and professional attitude and maintain a neat and orderly work area at all times; address and/or elevate any member complaints as appropriate efficiently and knowledgeably and in adherence with WFFCU Member Service Standards and Telephone Etiquette Standards.
• Answer member inquiries regarding interest rates, service charges, and account histories, and ask discovery questions to cross‑sell credit union products and services while complying with disclosure requirements, regulations, and consumer privacy policies.
• Scan and verify branch checks through Check 21 system.
• Count, record, add, and audit currency in cash, cash machines, cash recyclers, ATM machines, and vaults. Manage and order branch cash needs through the CETO system.
• Escort appropriate WFFCU personnel into the vault and maintain dual controls for safe access including opening, setting timers, and closing the safe deposit vault (where applicable).
• Research and resolve member issues, acting as the liaison between other WFFCU departments.
• Research member questions regarding electronic funds transfers and initiate “Reg E” disputes when appropriate, including the completion of necessary documents and affidavits.
• Assist branch management with various weekly, monthly, quarterly, and periodic audits to ensure security, safety, and compliance with all policies and regulations.
• Promote overall BSA compliance by adhering to all BSA and OFAC regulations specific to job function and by assisting the BSA Department as necessary with any departmental function‑specific items.
• Actively promote the security and privacy of member and employee information through adherence to both information security and physical security policies, procedures, and governing regulations. Training will be completed at least annually for information security topics, BSA, and GLBA; annual training will also include courses on any of the following regulations as they relate to the position described herein: SAFE Act, regulations B, C, D, E CC, DD, and Z, as well as any training deemed necessary to promote adherence to applicable regulatory requirements.
• Perform other, job‑related duties as assigned.

Skills

Customer service

Cash handling

Communication skills

Notary Public

Bilingual

Microsoft Office

Attention to detail

Education

High school diploma or equivalent

College degree or certification preferred

Tools

Microsoft Office

Job description

Webster First Federal Credit Union is seeking a Member Service Specialist Floater to support the Worcester region with scheduled shifts Monday through Saturday. The role emphasizes delivering a well‑rounded member experience through sales, service, and accurate teller operations.

You will balance drawers, process transactions, and promote credit union products while adhering to policies and compliance standards.