Branch MSR I - Bradenton, FL

Automatic Data Processing, Inc.; Bradenton (FL); Presencial; USD 32.000 - 46.000; Jornada completa

Descripción de la vacante

Community First Credit Union seeks a Branch Member Service Representative (MSR) to engage with members, open accounts, and process loan applications. You will interview members, present suitable products, and guide them through onboarding while ensuring accuracy and compliance.

You will handle account maintenance, perform teller duties as needed, and support outbound calls to grow member relationships. Strong interpersonal skills and attention to detail are essential.

Formación

• A minimum of one to three years of similar or related experience, including preparatory experience.
• A high school degree or equivalent.
• A significant level of trust, credibility, and diplomacy is required.

Responsabilidades

• Member Engagement: Open new products and services and verify identifications; process loan applications.
• Account Maintenance: Update personal information, add/remove joint members, and assist with Internet Banking enrollment.
• Teller Transactions: Perform teller transactions as required.
• Effective Interviews: Interview members to identify suitable products and services and present them clearly.
• Knowledge Development: Continuously learn to answer questions and resolve problems.
• Outbound Calls: Proactively onboard new members and foster relationships.
• Sales and Quality Goals: Consistently meet or exceed targets while maintaining quality.
• Compliance: Adhere to laws and regulations including BSA, Patriot Act, OFAC.

Conocimientos

Experience 1-3 years

Interpersonal skills

Educación

High school diploma or equivalent

Descripción del empleo

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Role Overview

We are seeking a dedicated Branch Member Service Representative (MSR) to join our team at Community First. As a trusted financial advisor, you will identify opportunities to foster and expand our members' relationships with Community First. Through a thorough interview process, you will identify products and services that will benefit our members, enhancing their overall experience.

Major Duties and Responsibilities

• Member Engagement: Open new products and services while following appropriate procedures to verify personal identification. Process various types of consumer and business loan applications.
• Account Maintenance: Perform account maintenance, including changes to personal information such as address and telephone numbers, name changes, adding and removing joint members, check ordering, issuing temporary checks, and assisting with Internet Banking enrollment.
• Teller Transactions: Perform teller transactions as required.
• Effective Interviews: Interview members and potential members, asking questions and listening carefully to determine the appropriate products and services to offer. Present products and services in a positive, professional, and knowledgeable manner to help individuals make informed decisions.
• Knowledge Development: Continuously increase your knowledge to answer members' questions and resolve member problems, referring issues beyond your authority when necessary.
• Outbound Calls: Make outbound calls for onboarding new members and developing opportunities to improve relationships between members and the credit union.
• Sales and Quality Goals: Consistently meet or exceed sales and quality goals.
• Compliance: 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.

Knowledge and Skills

• Experience: A minimum of one to three years of similar or related experience, including preparatory experience.
• Education: A high school degree or equivalent.
• Interpersonal Skills: A significant level of trust, credibility, and diplomacy is required. In-depth dialogues, conversations, and explanations with customers, direct and indirect reports, and outside vendors can be sensitive and/or highly confidential. Communications may involve motivating, influencing, educating, and/or advising others on matters of significance.

ADA Requirements

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.

Community First is an Equal Opportunity Employer.