Job Summary
We are seeking a dynamic and customer-focused Credit Union Member Service Representative (MSR / Head Teller> to lead our member engagement efforts and ensure exceptional service delivery. In this pivotal role, you will oversee daily operations at the branch, foster strong relationships with members, and promote our banking products and financial services. Your leadership will drive sales, enhance member satisfaction, and uphold compliance standards. If you thrive in a fast-paced environment, possess a passion for financial services, and excel at relationship management, this opportunity is perfect for you!
Duties
- Manage daily branch operations, ensuring smooth cash handling, transaction processing, and adherence to banking regulations.
- Lead and motivate the MSR team to deliver outstanding customer service while meeting sales goals through upselling banking products and financial solutions.
- Build and maintain strong relationships with members by understanding their financial needs and providing tailored recommendations.
- Oversee loan origination processes, including application review, documentation verification.
- Detect and prevent fraud by monitoring transactions, identifying suspicious activity, and implementing security protocols.
- Utilize banking software and Microsoft Office tools to process transactions accurately, maintain records, and generate reports.
- Conduct cash drawer reconciliation, process cash transactions efficiently, balancing of the ATMS, ACH balancing daily, and ensure compliance with cash management policies. Also any other added duites.
Experience
- Proven experience in retail banking or credit union environments with a focus on customer relationship management.
- Strong knowledge of banking products such as loans, savings accounts, checking accounts, and other financial services.
- Familiarity with industry regulations related to financial compliance and security protocols.
- Demonstrated ability in sales techniques including upselling and cross-selling financial products to meet targets.
- Technical proficiency with banking software systems, Microsoft Office Suite, some IT experience and basic math skills for transaction accuracy.
- Experience in loan processing from application to approval along with an understanding of cash handling procedures.
- Excellent communication skills combined with a proactive approach to relationship management and customer service excellence.
Join us in delivering exceptional financial experiences while leading a dedicated team committed to member success!
Benefits:
- 401(k)
- 401(k) matching
- Credit union membership
- Dental insurance
- Health insurance
- Paid sick time
- Paid time off
- Vision insurance
Work Location: In person
