Branch MSR I - Northside

Community-First-Credit-Union-of-Florida; Jacksonville (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Community First Credit Union of Florida is seeking a Branch Member Service Representative (MSR I) for the Northside location. The role focuses on engaging members, opening accounts, and identifying opportunities to expand relationships through cross-selling of products and services.

You will interview members, verify identifications, process loan applications, and assist with online banking enrollment while delivering quality service, meeting sales goals, and ensuring regulatory compliance.

Qualifications

• 1–3 years of related banking or financial services experience.
• High school diploma or equivalent.
• Strong interpersonal and communication skills; ability to engage and advise members.

Responsibilities

• Open new products and services while verifying identification and processing loans.
• Maintain and update member accounts and information.
• Perform teller transactions as needed.
• Interview members to identify suitable products and services.
• Continuously expand knowledge to answer member questions and resolve issues.
• Make outbound calls to onboard members and grow relationships.
• Meet or exceed sales and quality goals.
• Maintain compliance with BSA, Patriot Act, and OFAC regulations.

Skills

Experience (1-3 yrs)

Interpersonal skills

Communication

Education

High School Diploma or equivalent

Job description

Branch MSR I - Northside

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 - Murabella Branch. 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.