Member Service Representative 1

Member Service Rep 1BMI Federal Credit Union is a not-for-profit financial cooperative providing banking services to our member-owners. Our goal is simple – to improve the financial well-being of our members and our community. For 17 consecutive years (2010-2026), BMI FCU has been named a "Best Employer in Ohio" by the Workforce Research Group.POSITION SUMMARY: Provide solutions to members' financial needs by explaining Credit Union products and services. Cross-sell Credit Union products to meet the members' needs and perform basic transactions while meeting the BMI FCU service standards. Exhibits enthusiasm, friendliness, and demonstrate knowledge to build rapport with members. This position will perform all other related duties as assigned. The MSR position will be required to travel to assigned branch locations.ESSENTIAL JOB FUNCTIONS:Process member transaction requests such as deposits, withdrawals, and transfers of funds and wire transfersHelp members with basic inquiries about their accounts using the members' account history in the data processing systemAssist members with a variety of process changes to accountsDevelop, strengthen, and deepen member relationshipsResponsible for own cash drawer and posting own daily cash transactions to and from the vaultResponsible for balancing daily workEvaluate members' needs and explain Credit Union services and products; recognize cross-selling opportunities and track performanceAssist members in accessing safe deposit boxesForward completed Automatic Clearing House (ACH) and ATM items, debit and credit card disputes, and process stop payment requests (not involving fraud)Provides operational support across various servicing platforms utilized by Member Services including, not limited to, online account opening fulfillments, Remote Deposit Capture (RDC) processing, and a variety of other support functions for quality control purposes as needed from various departmentsConducts quality control for internal processes performed within Member Services and other departments as neededUnderstand and follow BMI FCU policies and procedures complying with federal regulations including, but not limited to: Bank Secrecy Act; Anti Money Laundering regulations; USA Patriot Act; Office of Foreign Asset Control; Regulation CC; and Right to Financial Privacy ActWORK ENVIRONMENT: Office environmentQUALIFICATIONS AND SKILLS REQUIREMENTS:High school degree, GED, or equivalent requiredPrevious cash handling and customer service experience preferredBasic math skillsAbility to work a varied work scheduleCustomer service focusedExcellent communication (both verbal and written) and interpersonal skillsAbility to balance multiple tasks and changing prioritiesHigh attention to detailStrong analytical and problem-solving skillsAbility to work effectively in a team environmentProficient in Microsoft Office with competencies in Excel, general computer programs, and general office equipmentPossess a professional demeanorAbility to receive and maintain confidential informationPHYSICAL REQUIREMENTS: Must be able to meet the following physical requirements, with or without reasonable accommodation: 1) Sit, walk, stand, use hands to manipulate, handle, feel, and control items or equipment; 2) Reach with hands and arms; 3) Talk and hear; 4) See and be able to read, write, and interpret text, spreadsheet, and graphical documents; 5) Occasionally lift and move objects weighing up to 15 pounds. As an equal opportunity employer, BMI FCU does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, childbirth and related conditions, lactation status, gender identity, sexual orientation, age, disability, veteran or military status, genetic information, or ancestry.