Member Service Teller – Build Relationships & Financial Wellness

Mbami; Midland, Northern (MI, KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Members First Credit Union, Dartmouth Branch in Midland, MI, seeks a Non-Exempt Member Service Representative I to assist members with deposits, withdrawals, and account maintenance, while delivering an excellent member experience. You will help grow relationships by identifying needs, cross selling products, handling inquiries, and pursuing the Certified Credit Union Financial Counselor (CCUFC) designation within the first year of service.

This is an in-branch role with hours 8 a.m. to 5 p.m.

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 relationships by determining the needs for additional products and services and recommend appropriate Credit Union solutions.
• Remind delinquent members that their payments are due.
• Maintain Sales and Service Performance Expectations.
• Process member transactions, deposits, withdrawals, and loan payments; input CTR information and forward to BSA Compliance.
• 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; offer products and services to improve financial wellbeing.
• Assist with onboarding new members and cross-sell opportunities.

Skills

Communication skills

Customer service

Team oriented

Attendance reliability

Education

High school diploma

Tools

MS Word

MS Excel

MS Outlook

Job description

Members First Credit Union, Dartmouth Branch in Midland, MI, seeks a Non-Exempt Member Service Representative I to assist members with deposits, withdrawals, and account maintenance, while delivering an excellent member experience. You will help grow relationships by identifying needs, cross selling products, handling inquiries, and pursuing the Certified Credit Union Financial Counselor (CCUFC) designation within the first year of service.

This is an in-branch role with hours 8 a.m. to 5 p.m.