Serve as a liaison between the member and the credit union. Responsible for providing account information, tellering, and professionally handling members daily credit union needs. Additionally, the MSR is responsible for identifying members financial needs and offering or referring appropriate products and services.
Duties:
1. Stands and greets everyone entering the branch with the appropriate credit union greeting.
2. Provides excellent service by mentioning and educating our members on, but not limited to, ACUTX and partner products and services identified during member interactions.
3. Represents the credit union to members in a courteous and professional manner and provides prompt, efficient, and accurate service in the processing of transactions.
4. Responds to members requests, problems, and complaints and/or directs them to the proper person for specific information and assistance.
5. Provides general information to the members whether by phone or in person. If the request concerns a different department then the MSR is responsible for directing the member to the proper department
6. Processes member transactions including, but not limited to, deposits, withdrawals, loan and credit card payments, and paying/receiving of
negotiable items.
7. Ensures all cash handling procedures are followed as outlined by policy and procedure.
8. Complies with all credit union policies, procedures, as well as all state and federal regulations including the Bank Secrecy Act (BSA) to protect the credit union and it’s members.
9. Assists branch management with the daily processing of ATM, and night-drop procedures.
10. Submits all appropriate documents to the credit union’s document capture system.
Note: The list of duties is not exhaustive. It may be supplemented as necessary from time to time.
Education/ Certifications/Licenses
High School Diploma
Experience
Six months of similar or related experience including time spent in preparatory positions.
Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.
Competencies
American with Disability Specifications
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Work Environment
Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is not exposed to weather conditions.
The noise level in the work environment is usually moderate.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
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