Member Service Representative Ii (Msr Ii)

Come join Fort McClellan Credit Union on our mission to foster our community by supporting financial well-being for all!

Role:

The Member Service Representative II (MSR II) is a full-service liaison between the members and the Credit Union. The MSR II will perform transactions, open accounts, resolve issues, originate loans, and guide the lobby. In this role, the MSR II will be offering members a personal experience from the moment they enter the branch, to the moment they leave. The MSR II is the final step in a tiered position, having advanced knowledge and demonstrated the skills required to advance:

LEVEL II
Performs all aspects of the MSR 1 position. Works on tasks that are varied and complex such as IRAs and Loan Inquiries. Applies full range of specialized skills and job knowledge; frequently adapts procedures, techniques, tools, materials, and/or equipment to meet specialized needs; performs broad and/or focused assignments under general supervision; originality and ingenuity are often required to help establish procedures in functional area; relies on experience and judgment to plan and accomplish assigned tasks.

Essential Functions & Responsibilities:

-Accurately process financial transactions in accordance with cash-control standards and protocols (i.e. placing appropriate holds, examining checks for proper endorsements, etc.).

-Responsible for rotating branch duties, including cash transactions and new account functions.

-Support the branch member retention and relationship expansion through regular contact with existing and potential members.

-Maintain a thorough knowledge of all credit union products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures. MSR II requires advanced cross-selling of credit union's full range of financial products and services.

-Maintain a thorough knowledge of credit union's core software including referrals, sales and contact events, phone logs, extended information, and reports.

-Possess a good understanding of the consumer loan process, guidelines, and a complete understanding of share certificates. MSR II requires a thorough understanding of individual retirement accounts, Truth in Savings, and credit union's lending process.

-Explain consumer loan products to members, assess members' needs, and recommend loan options. Request, evaluate, and interpret credit worthiness to ensure compliance with Fort McClellan Credit Union products and services. MSR II required to have knowledge of mortgage loans, individual retirement accounts, and business products.

-Balance the branch vault, ATM, and cash machines, as necessary.

-Must fill in at other branches as needed.

-Responsible for following all BSA/OFAC policies and procedures.

-Perform other duties as assigned.

Job Type: Full-time

Pay: From $15.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Employee discount
• Health insurance
• Paid sick time
• Paid time off
• Vision insurance

Experience level:

• 1 year

Schedule:

• Monday to Friday
• No weekends

Ability to Relocate:

• Jacksonville, AL 36265: Relocate before starting work (Required)

Work Location: In person