Position Summary:
At Triangle Federal Credit Union (TFCU), our members are at the heart of everything we do. As a Member Services Representative (MSR), you’ll be one of the first points of contact for our members—providing friendly, efficient, and knowledgeable service in every interaction. You’ll assist with day-to-day financial transactions, guide members in understanding our products, and help strengthen the financial well-being of the communities we serve.
Key Responsibilities:
Member-Focused Service
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Greet members with a positive attitude and provide prompt, professional assistance in person and by phone.
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Handle routine financial transactions such as deposits, withdrawals, payments, and transfers.
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Educate members about TFCU products, services, and digital banking tools.
Cash Handling & Accuracy
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Maintain and balance a cash drawer daily, ensuring all transactions are handled with precision and care.
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Identify and report any transaction discrepancies, errors, or unusual activity in compliance with TFCU policies.
Account Support
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Assist members with opening new accounts, updating information, and resolving account inquiries.
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Troubleshoot issues related to online banking, mobile apps, and card services.
Product Knowledge & Referral
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Recognize member needs and confidently refer them to appropriate TFCU services, including loans and financial counseling.
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Participate in campaigns and promotions to grow member engagement and product use.
Compliance & Integrity
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Ensure all actions comply with credit union regulations (including BSA/AML) and internal procedures.
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Maintain strict confidentiality with all members and credit union information.
Qualifications:
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Education: High school diploma or equivalent required. Associate’s degree or relevant coursework in business or finance is a plus.
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Experience:
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1+ year of customer service or cash handling experience (credit union or banking experience preferred).
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Familiarity with core banking systems (e.g., Symitar) is a plus.
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Skills:
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Friendly, approachable, and committed to delivering top-tier service
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Excellent verbal and written communication skills
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Attention to detail and strong organizational abilities
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Tech-savvy and adaptable to new tools and systems
Certificates, Licenses and Registrations:
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Must successfully complete BSA training as required
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Employee must be bondable (insurable)
Benefits:
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Training and development opportunities
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Medical, Dental, Vision, STD, LTD, Life AD&D, and 401k
