Member Service Rep Specialist FT

MSR II Specialist

The MSR II Specialist assists new and existing members of the Credit Union with all of their account transactions and uncovers sales opportunities. In addition, position acts as a resource in identifying and resolving member servicing issues. The teller is an extension of the sales team and may open new accounts, input loan applications, and through conversations with members uncover financial needs, communicates product/ promotional opportunities, and refers members to the branch relationship management team.

Essential Functions & Responsibilities:

• Consistently provide an outstanding member experience, with a member first attitude.
• Accurately process all financial service transactions, maintain responsibility for cash drawer, and follow proper balancing procedures.
• Service new and existing deposit and loan accounts, and perform new account processing.
• Proactively advise members on our products and services, by effectively interacting with members on how to take advantage of its benefits and features.
• Achieve personal goals in deposits, loans, and referrals and assist the Branch in reaching new business development goals.
• Comply with regulations, credit union policies and procedures, and security procedures.
• Performs other job related duties as assigned.

Performance Measurements:

1. To provide timely, accurate, professional and confidential administrative support.

2. Meet and exceed TRAIL, financial, and production goals.

3. To proactively develop, improve, and expand knowledge/skills while striving for performance excellence.

4. Accurately complete all member requested, transactions and data input accounting to Jetstream policies and procedures.

5. Ensure complete adherence to established policies and procedures paying special attention to balancing requirements.

Knowledge and Skills:

Experience 2+ years of similar or related experience required.

Teller and/or cash handling experience.

Education:

A high school education or GED, 2-year degree (Preferred)

Interpersonal Skills:

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills:

• Strong organization skills to handle multiple tasks in a fast-paced environment
• Excellent communication skills with ability to be concise, clear and consistent
• Demonstrated effective problem-solving skills
• Demonstrated ability to schedule and prioritize work
• Demonstrated ability to work independently and within deadlines
• Proficient in Microsoft Office
• Bi-lingual (English & Spanish)

Physical Requirements

• Must be able to do same day travel to Miami-Dade county branch locations as needed.
• Must be able to regularly talk, hear, and operate a computer keyboard and mouse.
• Must be able to sit or stand for extended periods of time.
• Occasionally lift, pull/push, and carry up to 25 pounds.

Work Environment:

• Highly interactive environment requires the ability and desire to actively engage members.
• Frequent computer use at a workstation.
• Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting.
• Exposure to high-stress, fast-paced, deadline-oriented environment.

Job Type: Full-time

Benefits: 401(k) matching; Dental insurance; Employee assistance program; Health insurance; Life insurance; Paid time off; Tuition reimbursement; Vision insurance; Schedule: 8 hour shift; Monday to Friday.

Work Location: Multiple Locations