MSR Floater

Benefits

• 401(k)
• 401(k) matching
• Company parties
• Dental insurance
• Free food & snacks
• Health insurance
• Paid time off
• Training & development
• Vision insurance
• Wellness resources

Department:
Support/Member Services

Reports to:

Director of Administration

Tenure/Time Base:
Permanent, Non-Exempt/Part-Time

Perform a variety of limited transactional duties to serve members by receiving and disbursing funds with a high degree of accuracy. This position is responsible for processing routine financial transactions, maintaining accurate records, and delivering exceptional service in accordance with credit union policies and procedures. The MSR I / Floater will also assist with opening new accounts and will rotate between branches as needed to ensure consistent service coverage, especially during peak hours, staff absences, or breaks.

• Greet and welcome Members to the credit union in a courteous, professional, and timely manner.
• Answer phones, emails, and follow-up on voicemails.
• Assist new Members in opening Memberships and accurately collecting all BSA/CIP required documents.
• Build relationships and enhance Member experience, respond to Member requests in a friendly, helpful, and positive manner.
• Process transactions in a prompt, efficient, confidential, and accurate manner.
• Receive share drafts/checks and cash for deposit into accounts, verify amounts, examine share drafts, checks for proper endorsement, and accurately enter deposits into computer records and core system.
• Process withdrawals from accounts and/or share draft/check cashing, verify amounts, and enter withdrawals into the system accurately. Cash share drafts/checks from a variety of accounts upon proper verification according to credit union policies and procedures.
• Receive mortgage, consumer loan, and other payments and ensure the payments match balances due. Enter payments into computer/core system.
• Assist with mail or email transactions when available.
• Place holds on accounts for uncollected funds.
• Issue monetary instruments such as money orders, cashier’s checks, and open CDs.
• Maintain an up-to-date comprehensive knowledge on all credit union products, services, and policies that are handled or promoted by tellers, and maintain an up-to-date and comprehensive knowledge of all related policies and procedures, rules, laws, and regulations for the teller area, including robbery procedures, CIP and BSA.
• Promote, explain, and cross-sell other credit union services such as consumer and mortgage loans, IRAs, certificates, debit and credit cards, on-line/mobile banking, cashier’s checks, and money orders.
• Count, check, and package coins and currency.
• Balance cash drawer at the end of the shift and compare total amounts to computer-generated balance sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor, as necessary.
• Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.
• Report malfunctions of teller computers and other equipment used at the teller stations.
• Serve as a floater between designated branch locations, offering operational and service support wherever assigned to maintain continuity in member experience.