Member Service Rep 1

BMI Federal Credit Union; Dublin (OH); On-site; USD 22,000 - 27,000; Full time

Benefits offered by this job

401(k) Plan with Company Match

Paid Time Off & Paid Holidays

Medical, Dental, and Vision Insurance

Wellness Program

Life & Disability Insurance

Educational Assistance

HRA Funds

Employee Assistance Program (EAP)

Job summary

BMI Federal Credit Union in Dublin, OH is seeking a Member Service Rep 1 to assist members with deposits, withdrawals, transfers, and account inquiries. The role requires friendly, accurate service and the ability to cross-sell BMI FCU products while maintaining service standards.

Full-time position with about 40 hours per week, 8am-5pm Monday–Thursday and 8am-6pm Friday, plus rotating Saturdays. Salary range $15.74 to $19.67 hourly; travel to assigned branches as needed.

Qualifications

• High school degree, GED, or equivalent required.
• Previous cash handling and customer service experience preferred.
• Basic math skills.
• Ability to work a varied work schedule.
• Excellent communication (verbal and written) and interpersonal skills.
• Ability to balance multiple tasks and changing priorities.
• High attention to detail.
• Strong analytical and problem-solving skills.
• Ability to work effectively in a team environment.
• Proficient in Microsoft Office with competencies in Excel and general office equipment.

Responsibilities

• Process member transactions such as deposits, withdrawals, and transfers and wire transfers.
• Assist members with account inquiries using account history in the data processing system.
• Assist members with various account changes and updates.
• Develop and deepen member relationships.
• Manage cash drawer and post daily cash transactions to the vault.
• Balance daily work and ensure accuracy of records.
• Explain BMI FCU services and identify cross-selling opportunities.
• Assist members with access to safe deposit boxes.
• Handle ACH and ATM item processing, disputes, and stop payments (not fraud).
• Provide operational support across servicing platforms and perform quality control.

Skills

Customer service

Cash handling

Communication

Attention to detail

Teamwork

Multitasking

English proficiency

Education

High school diploma

Tools

Microsoft Excel

Job description

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.

Member Service Rep 1

Full Time Dublin, OH, US

Salary Range: $15.74 To $19.67 Hourly

Location: 6165 Emerald Parkway Dublin, OH 43016

Schedule: Approximately 40 hours per week. Flexibility required between 8am-5pm Monday – Thursday, between 8am-6pm Fridays, and rotating Saturdays 9am-1pm. Time off provided during the week when working a Saturday.

ABOUT BMI FEDERAL CREDIT UNION (BMI FCU):
BMI Federal Credit Union is a not-for-profit financial cooperative providing banking services to our member-owners. Our goal is simple – to improve the financial well-being of our members and our community.

For 17 consecutive years (2010-2026), BMI FCU has been named a “Best Employer in Ohio” by the Workforce Research Group.

Benefits You’ll Love:

• 401(k) Plan with Company Match
• Paid Time Off & Paid Holidays
• Medical, Dental, and Vision Insurance
• Robust Wellness Program
• Life & Disability Insurance
• Educational Assistance
• Generous Health Reimbursement Arrangement (HRA) Funds
• Employee Assistance Program (EAP)

If you enjoy working for a smaller company and having the ability to positively affect an entire organization, then BMI FCU is the place for you!

POSITION SUMMARY: Provide solutions to members’ financial needs by explaining Credit Union products and services. Cross-sell Credit Union products to meet the members’ needs and perform basic transactions while meeting the BMI FCU service standards. Exhibits enthusiasm, friendliness, and demonstrate knowledge to build rapport with members. This position will perform all other related duties as assigned. The MSR position will be required to travel to assigned branch locations.

ESSENTIAL JOB FUNCTIONS:

• Process member transaction requests such as deposits, withdrawals, and transfers of funds and wire transfers
• Help members with basic inquiries about their accounts using the members’ account history in the data processing system
• Assist members with a variety of process changes to accounts
• Develop, strengthen, and deepen member relationships
• Responsible for own cash drawer and posting own daily cash transactions to and from the vault
• Responsible for balancing daily work
• Evaluate members’ needs and explain Credit Union services and products; recognize cross- selling opportunities and track performance
• Assist members in accessing safe deposit boxes
• Forward completed Automatic Clearing House (ACH) andATM items, debit and credit card disputes, and process stop payment requests (not involving fraud)
• Provides operational support across various servicing platforms utilized by Member Services
  • Includes, not limited to, online account opening fulfillments, Remote Deposit Capture (RDC) processing, and a variety of other support functions for quality control purposes as needed from various departments
• Conducts quality control for internal processes performed within Member Services and other departments as needed
• Understand and follow BMI FCU policies and procedures complying with federal regulations including, but not limited to: Bank Secrecy Act; Anti Money Laundering regulations; USA Patriot Act; Office of Foreign Asset Control; Regulation CC; and Right to Financial Privacy Act

QUALIFICATIONS AND SKILLS REQUIREMENTS:

• High school degree, GED, or equivalent required
• Previous cash handling and customer service experience preferred
• Basic math skills
• Ability to work a varied work schedule
• Excellent communication (both verbal and written) and interpersonal skills
• Ability to balance multiple tasks and changing priorities
• High attention to detail
• Strong analytical and problem-solving skills
• Ability to work effectively in a team environment
• Proficient in Microsoft Office with competencies in Excel, general computer programs, and general office equipment
• Possess a professional demeanor
• Ability to receive and maintain confidential information

PHYSICAL REQUIREMENTS:

Must be able to meet the following physical requirements, with or without reasonable accommodation: 1) Sit, walk, stand, use hands to manipulate, handle, feel, and control items or equipment; 2) Reach with hands and arms; 3) Talk and hear; 4) See and be able to read, write, and interpret text, spreadsheet, and graphical documents; 5) Occasionally lift and move objects weighing up to 15 pounds.

As an equal opportunity employer, BMI FCU does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, childbirth and related conditions, lactation status, gender identity, sexual orientation, age, disability, veteran or military status, genetic information, or ancestry.