Bilingual Branch MSR Float – NE/East SA Region

Randolph-Brooks Federal Credit Union; Thousand Oaks (CA); On-site; USD 28,000 - 30,000; Full time

Job summary

Randolph-Brooks Federal Credit Union is seeking a full-time Branch Member Service Representative (MSR) Float for the San Antonio Northeast/East Region, starting at $20.00/hour, with potential to earn an additional $2.00 per hour for bilingual Spanish/English certification.

The MSR Float will rotate among branches in the region, performing teller and personal banker duties, fostering member relationships, and helping to educate on RBFCU products and services while mitigating fraud risks.

Qualifications

• High school diploma or GED is required.
• Six months of work experience in financial institution, customer service or sales 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 (correctable), hearing, and manual dexterity; must be able to reach with hands and arms; must be able to speak clearly.

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.
• Engage members and prospective members through consultative, needs-based conversations by actively listening, asking open ended questions, and demonstrating empathy to uncover financial needs and recommend appropriate products and services, while consistently meeting or exceeding minimum sales goals.
• Support RBFCU sales culture, and ensure branch standards are achieved by reinforcing best practices, modeling consultative behaviors, and holding a high level of self-accountability to performance expectations.
• 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.
• Observe safety and security procedures, and report potentially unsafe conditions.
• Maintain the ability to train and work at any branch within the respective region depending on business need.
• All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).

Education

High School diploma or GED

Job description

Randolph-Brooks Federal Credit Union is seeking a full-time Branch Member Service Representative (MSR) Float for the San Antonio Northeast/East Region, starting at $20.00/hour, with potential to earn an additional $2.00 per hour for bilingual Spanish/English certification.

The MSR Float will rotate among branches in the region, performing teller and personal banker duties, fostering member relationships, and helping to educate on RBFCU products and services while mitigating fraud risks.