Member Service Representative (Full-Time) - North Clearwater

MSR III Job

To provide members and prospective members the full range of financial products and services while demonstrating advanced job knowledge and service skills. The MSR III operates with minimal supervision, performs complex banking functions, and enhances member interactions by providing education on available service channels and engaging in financial discussions. Provide assistance/training to lower-level team members.

This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.

Responsibilities

Counsel members on financial wellness, identifying opportunities to deepen relationships

Assist members with submitting consumer loan applications

Analyze, research, and resolve complex account discrepancies and member concerns

Identify and mitigate potential fraud or suspicious account activity

Initiate fee adjustments or service accommodations within defined authority limits

Inform and guide members on available service channels, emphasizing convenient self-service solutions to enhance their banking experience

Comply with all federal regulations and institutional policies related to financial services

Support operational efficiency by minimizing errors and adhering to quality control measures

Process complex transactions, including large cash withdrawals, loan payoffs, and certificate redemptions

Ensure accurate and compliant handling of cash, negotiable instruments, and transactions

May conduct external financial outreach, participating in local events and educational presentations

May serve as a branch specialist in an area such as IRAs, Financial Health Presentation Specialist, or mortgage

May assist with branch vault procedures, including opening, closing, and balancing

May serve as a Branch Office and/or ATM vault custodian

Perform other duties as assigned

Qualifications

Advanced skill building effective relationships through rapport, trust, diplomacy, and tact

Advanced research, analytical, and problem-solving skills

Advanced skill working independently and in a team environment

Advanced skill maintaining composure in a high-production and changing environment

Advanced knowledge of deposit and loan products, services, and operational procedures

Advanced skill navigating multiple systems efficiently and adapt to evolving technologies

Advanced skill exercising sound judgment and make informed decisions

Advanced skill embracing and supporting change initiatives in a dynamic and continuously evolving environment

Advanced verbal and written communication skills to engage with members and colleagues

Desired Qualifications

Significant experience in financial services, retail banking, or a credit union environment

Additional Information

Hours: Available Monday - Saturday, hours based on business needs.

Location: 2607 Gulf to Bay Boulevard Suite 1710 Clearwater, Florida 33759. Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.

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Job Info

Job Identification 32223

Job Category Branch Operations

Job Schedule Full time

Job Shift Shift Work

Targeted Salary Range $20.82 - $24.19 hourly