Member Service Representative - Float

Job Description

Job Description

Description:

Who We Are

At Trax Credit Union, we exist to move people forward. We are committed to creating a path to financial health for every member we serve. Our work is guided by accountability, service, passion, integrity, respect, and excellence—and we’re looking for leaders who bring these values to life every day.

Position Summary
Love variety? Thrive on meeting new people and jumping in where you’re needed most? As a Float MSR, you’ll be the ultimate team player—supporting different branches, helping members with everything from transactions to loans, and delivering standout service wherever you go.

You’re not just filling in—you’re making an impact. From opening accounts to guiding members through financial decisions, you’ll be a trusted resource and a friendly face our members can count on.

What You’ll Do (AKA Your Superpowers)

• Step in as a teller and handle transactions with speed, accuracy, and confidence
• Keep your drawer balanced daily—because details matter
• Open new accounts and help members get started with the right financial tools
• Recommend products and services that genuinely fit members’ needs
• Meet (and exceed) monthly goals for loans, new accounts, and referrals
• Spot and prevent fraudulent activity—protecting both our members and the credit union
• Assist members with safe deposit boxes, including opening and closing access
• Review and explain credit reports in a way that actually makes sense to members
• Guide members through the loan process—from application to closing

What You Bring

• High school diploma or equivalent
• 2+ years of experience in a financial institution
• At least 1 year of sales experience (in person and/or over the phone)
• 1+ year of cash handling experience
• Confidence, adaptability, and the ability to walk into any branch and hit the ground running
• Strong communication skills and a genuine passion for helping people

Why You’ll Love This Role

• No two days (or locations) are the same—you’ll keep things fresh and interesting
• You’ll build relationships across multiple teams and communities
• You’ll grow your skills across teller services, accounts, and lending
• You’ll be part of a supportive team that values flexibility, service, and impact

Travel Perks (Yes, You Get Paid to Get There)

As a Float, you’ll travel between branches—and we make sure that time is valued. You’ll be paid for your drive time by receiving a $320 monthly travel stipend to help cover the road. We know flexibility matters, and we make sure it pays off.

Benefits That Have Your Back

We offer a well-rounded benefits package designed to support you in and out of work. That includes multiple medical plan options, dental and vision coverage, employer-paid life insurance, short- and long-term disability, and access to an Employee Assistance Program for real-life support when you need it.

You’ll also have access to tax-advantaged accounts like HSA and FSA, plus optional coverage for things like accident and critical illness—so you can build a benefits package that fits your life, not the other way around.

Our Commitment

At Trax Credit Union, we don’t just manage finances—we help people move forward. If you are passionate about making a difference, leading with integrity, and creating meaningful impact in your community, we encourage you to apply.