Summit Branch Member Service Representative - Full Time

Randolph Brooks Federal Credit Union; Town of Summit (WI); On-site; USD 23,000 - 32,000; Full time

Job summary

Randolph-Brooks Federal Credit Union is seeking a full-time Branch Member Service Representative at the South San branch in San Antonio, TX, starting at $20.00/hour. A bilingual English/Spanish certification can add $2.00/hour, enhancing earnings potential.

The MSR role blends Teller and Personal Banker duties, delivering friendly service, processing transactions, and educating members on suitable financial products. RBFCU emphasizes growth through its Learning & Development program.

Qualifications

• High School diploma or GED required.
• Minimum 6 months experience in financial services, customer service, or sales preferred.
• Attendance and promptness are essential; must be able to work a flexible Mon–Sat schedule.
• Ability to cover staffing at any location within the region when needed.
• Excellent communication and interpersonal skills.
• Ability to sit or stand for extended periods; good vision and hearing.

Responsibilities

• Provide enthusiastic, professional, courteous service to members and prospects.
• Process transactions in person, via video, drive-thru, and telephone channels.
• Maintain cash and negotiable instrument controls in line with policies.
• Engage members with needs-based conversations and recommend suitable products.
• Support sales culture and maintain branch standards.
• Assist with Member Service Center calls as needed.
• Assess deposits for fraud and impersonation to mitigate losses.
• Assist with account openings, updates, and closings; know RBFCU agreements.
• Prepare teller reports and escort members when requested.
• Observe safety procedures and report hazards.
• Other duties as assigned.

Skills

Customer service

Communication

Sales

Problem solving

Teamwork

Education

High School diploma

Tools

Banking software

PC/Office tools

Job description

Job Description and Requirements

The RBFCU Branch Operations Team is seeking a full time Branch Member Service Representative in the South San branch location starting at $20.00/hour!

Bilingual in Spanish and English? Employees can earn an additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification.

The Summit branch is located at: 6475 Baywater, San Antonio, TX 78229

As a Branch Member Service Representative (MSR) you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions. You’ll engage with our members and prospective members to build relationships, utilize your problem-solving skills to identify needs, and educate them on products and services that will improve their financial well-being and quality of life. You’ll review deposit products for fraud and risk, while assessing each interaction for potential impersonation to mitigate fraud losses for the organization. You’ll conduct all duties in a manner intended to enhance the image and growth of RBFCU and have an opportunity to demonstrate your professionalism, initiative, and desire to learn and grow with our Path to Promotion and award-winning Learning and Development program. If youhave a passion for helping others and aspire to work for a Best Places to Work in Texas employer, a career with RBFCU may be just for you.

Essential Functions and Responsibilities:

• Provide enthusiastic, professional, quality, prompt, and courteous service to members, prospective members, and RBFCU team.
• Process a variety of transactions in various settings that may include in person, video conference, drive-thru, and telephonic engagement channels.
• Maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.
• Engage members and prospective members through consultative, needs-based conversations by actively listening, asking open ended questions, and demonstrating empathy to uncover financial needs and recommend appropriate products and services, while consistently meeting or exceeding minimum sales goals.
• Support RBFCU sales culture, and ensure branch standards are achieved by reinforcing best practices, modeling consultative behaviors, and holding a high level of self-accountability to performance expectations.
• Perform in the capacity of Branch Reservist taking calls for the Member Service Center to handle incoming requests from members via this channel.
• Assess all deposits for potential fraud and each interaction for impersonation to mitigate fraud losses.
• Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.
• Qualify members, and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.
• Prepare various teller reports, and escort members into designated areas when requested.
• Observe safety and security procedures, and report potentially unsafe conditions.
• All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).

Requirements:

• High School diploma or GED
• Six months of work experience (financial institution, customer service or sales experience preferred)
• Attendance and promptness are pertinent; must be able to work a flexible Monday through Saturday schedule
• Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers
• Excellent communication and interpersonal skills
• Ability to solve problems, make timely and informed decisions, and apply common sense to carry out detailed written or oral instructions
• Proficient in utilizing PC, software and other office equipment
• Ability to sit or stand for extended periods of time
• Good vision (correctable), hearing, and manual dexterity; must be able to reach with hands and arms; must be able to speak clearly

Preferred:

• Bilingual (English/Spanish)

_ All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. _