Member Service Representative I/Teller

Ultipro; Mount Pleasant (MI); On-site; USD 32,000 - 42,000; Full time

Job summary

Members First Credit Union is seeking a Member Service Representative/Teller for the Broadway Branch in Mt. Pleasant, MI. The role is in-branch and requires providing friendly, accurate member service, handling transactions, and cross-selling suitable products to enhance member relationships.

The position reports to the Branch Leader, with training and opportunities to obtain CCUFC designation within the first year, contributing to the credit union's mission and community impact.

Qualifications

• Minimum high school graduate or equivalent.
• Experience operating a personal computer.
• Ability to communicate with members and other staff clearly and concisely.
• Good working knowledge of credit union products and services.
• Skills in Microsoft Word, Excel, and Outlook.
• Knowledge of or ability to learn Credit Union systems, products, services.

Responsibilities

• Create opportunities for expanded member relationship by determining needs and recommending Credit Union solutions.
• Remind delinquent members that payments are due.
• Maintain Sales and Service Performance Expectations.
• Process member cash and check transactions, deposits, withdrawals, etc.
• Handle inquiries on member accounts, statements, and histories.
• Process check orders as needed.
• Sell Visa Gift and Travel Cards and cashier’s checks/money orders.
• Collect any fees as required for services.
• Answer phones and handle inquiries.
• Assist other departments with clerical duties as required.
• Participate in monthly developmental coaching.
• Build relationships with current and new members.
• Assist with onboarding process to build relationships.

Skills

Trustworthy

Caring

Enthusiastic

Team oriented

Highly organized

Professional image

Courtesy, tact

Education

High School diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Do you enjoy building relationships, having meaningful conversations, and connecting people with solutions that support their financial goals? Members First Credit Union is seeking a Member Service Representative/Teller at our Broadway Branch in Mt. Pleasant, MI. Join our credit union to create exceptional member experiences and encouraging a better tomorrow in the communities we serve.
We strive to create an atmosphere of belonging with no judgment, just opportunity. We are interconnected to each other, and when we embrace our true authentic selves, we are stronger. We will empower you to be the best version of yourself while helping you to flourish in work and life. Come join us to help create thriving communities!

MEMBER SERVICE REPRESENTATIVE I

Non-Exempt

Reports to: Branch Leader

The primary purpose of this position is to assist Members First Credit Union to deliver on its mission, vision, and brand promise. You will do this by living out our core values in every service contact to both internal and external members. At the heart of our Employee Value Proposition lies the belief in purpose, belonging, and joy, fostering a culture where every team member feels invested and encouraged to make a meaningful impact in the lives of others.

• "We empower people in their journey of wellbeing"
• MFCU is looking for a Member Service Representative who is Trustworthy, Caring, and Enthusiastic in receiving and processing MFCUmember transactions including, but not limited to, cash and check processes, deposits, transfers, and loan payments. Assists members with account maintenance and changes. Collaborates with branch staff to cross-sell and increase member share of wallet. Ensures security and compliance procedures are followed in all transactions
• This position is an in branch/office role, must be available to work 8 a.m. to 5 p.m. M-F, Saturday business hours as scheduled, and some outside of normal working hours for meetings and/or education/trainings
• Successfully obtain Certified Credit Union Financial Counselor (CCUFC) designation through America's Credit Unions within first year of service with M1.

Duties and Responsibilities

The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities and skills required of this position. Other duties may be assigned to meet business needs.

• Create opportunities for expanded member relationship by determining the needs for additional product and services and recommend appropriate Credit Union solutions
• Remind delinquent members that their payments are due
• Maintain Sales and Service Performance Expectations
• Process member’s cash and check transactions, to include deposits, withdrawals, check cashing and loan payments. Inputs CTR information electronically and sends the CTRs to BSA Compliance Officer
• Handle inquiries on member’s accounts, statements, and histories.
• Process check orders as needed
• Sell Visa Gift and Travel Cards and cashier’s checks/money orders.
• Collect any fees as required for services.
• Answer phones and handle inquires.
• Process mail as needed
• Assist other departments with clerical duties as required.
• Participate and engage in monthly developmental coaching
• Build relationships with current and new members. Offer products and services that will help improve their financial wellbeing.
• Actively participate in Credit Union initiatives, promotions, and achieve assigned financial service goals
• Assist with the onboarding process that continues to build relationship with new members.

Other

• Attend education functions/ Community Difference Projects (CDP)
• Other duties that may be assigned from time to time.

Qualifications and Expectations

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the expectations of the person performing this job.

• Strive to exceed credit union, department, and personal goals
• Team oriented
• Highly organized
• Produces accurate work results
• Readily keeps others adequately informed
• Presents a professional image
• Maintains a high level of knowledge about credit union philosophy, products and services
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and /or outside the organization generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion.
• Effectively apply and maintain financial counseling concepts, gained through America's Credit Unions' Financial Counseling Certification Program (FiCEP), to promote financial well-being.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to move or transport up to 25 pounds.
• Able to remain stationary for 2-4 hours at a time.
• Must maintain a neat and orderly work area.
• Routinely clean and disinfect work areas (i.e. teller stations, desk surfaces, phones, electronic equipment).
• Protect the confidentiality of credit union staff and members by locking door or removing items from desk/workstation when away.

Education and Experience

• Minimum high school graduate or equivalent.
• Experience operating a personal computer
• Ability to communicate with members and other staff – clearly and concisely
• Good working knowledge of all credit union products and service
• Skills in Microsoft Word, Excel, and Outlook
• Knowledge of, or the ability to learn Credit Union systems, products, services, and procedures
• *Education and experience requirements may be waived for Co-Op students.

Qualifications

Education

Required

High School or better.

Experience

Required

Working knowledge of credit union products and services

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.