MSR

Job Description

Job Description

Position Summary:

At Triangle Federal Credit Union (TFCU) , our members are at the heart of everything we do. As a Member Services Representative (MSR) , you’ll be one of the first points of contact for our members—providing friendly, efficient, and knowledgeable service in every interaction. You’ll assist with day-to-day financial transactions, guide members in understanding our products, and help strengthen the financial well-being of the communities we serve.

Key Responsibilities:

Member-Focused Service

• Greet members with a positive attitude and provide prompt, professional assistance in person and by phone.
• Handle routine financial transactions such as deposits, withdrawals, payments, and transfers.
• Educate members about TFCU products, services, and digital banking tools.

Cash Handling & Accuracy

• Maintain and balance a cash drawer daily, ensuring all transactions are handled with precision and care.
• Identify and report any transaction discrepancies, errors, or unusual activity in compliance with TFCU policies.

Account Support

• Assist members with opening new accounts, updating information, and resolving account inquiries.
• Troubleshoot issues related to online banking, mobile apps, and card services.

Product Knowledge & Referral

• Recognize member needs and confidently refer them to appropriate TFCU services, including loans and financial counseling.
• Participate in campaigns and promotions to grow member engagement and product use.

Compliance & Integrity

• Ensure all actions comply with credit union regulations (including BSA/AML) and internal procedures.
• Maintain strict confidentiality with all members and credit union information.

Qualifications:

• Education: High school diploma or equivalent required. Associate’s degree or relevant coursework in business or finance is a plus.
• Experience:
  • 1+ year of customer service or cash handling experience (credit union or banking experience preferred).
  • Familiarity with core banking systems (e.g., Symitar) is a plus.
• Skills:
  • Friendly, approachable, and committed to delivering top-tier service
  • Excellent verbal and written communication skills
  • Attention to detail and strong organizational abilities
  • Tech-savvy and adaptable to new tools and systems

Certificates, Licenses and Registrations:

• Must successfully complete BSA training as required
• Employee must be bondable (insurable)

Benefits:

• Training and development opportunities