Financial Service Representative (Universal Teller)
🚀 We’re Hiring! 🚀
Members First Credit Union is excited to announce that we’re expanding our team and looking for talented individuals to join our Financial Service Representative team. If you’re passionate about providing excellent customer service and looking for a dynamic work environment, we want to hear from you!
POSITION SUMMARY
Represent the Credit Union in a professional and courteous manner. Must be service oriented and greet and serve the members and guests promptly and professionally in a concierge type of environment.
Hours: Full Time
Monday - Friday 8:00 AM - 5:00 PMÂ
Saturday Rotation - 8:15 AM - 12:15 PM
EDUCATION AND/OR EXPERIENCE
High school diploma or the equivalent. Cash handling experience preferred, but not required. Abilities generally acquired on the job in 12 months.
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge and basic understanding of cash services and branch operations, procedures, products and services. Must have good communication skills, professional appearance, and positive attitude. Good math and typing skills are needed. Ability to operate related computer applications, electronic services and other business equipment, including adding machine, typewriter, copy machine, coin and money counting machines, and telephone. Must be bondable.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Assumes responsibility for efficient, effective, and accurate performance of cash services functions:
1. Serves as the primary member contact person for the Credit Union by greeting members and guests to the Credit Union in a professional, concierge manner.
2. Performs routine member transactions in the lobby or drive-thru area, including deposits, withdrawals, check cashing, official checks, money orders, cash advances, loan payments, line-of-credit advances, wires, electronic services, and miscellaneous sales (i.e. pre-paid cards and discounted movie tickets).
3. Monitors amounts and examines negotiable documents for endorsement to detect and resolve discrepancies promptly.
4. Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions.
5. Assists with ATM balancing and processes deposits for ATM and night deposit.
6. Presents, explains and actively cross-sells Credit Union products and services to members and assists in meeting their financial needs, including all types of available accounts,
rates, and other related services.
7. Close depository accounts offered by the Credit Union with supervisors’ assistance.
8. Orders checks, completes and processes stop payments, change of address, payroll deduction, and authorization forms.
9. Performs file maintenance as needed.
10. Solves account problems for members by listening, collecting data, securing answers and reporting results to the inquiring party.
11. Keeps supervisor informed of any significant problems or concerns.
12. Ensures that work area is clean, secure, and well maintained.
13. Maintains and projects the Credit Union’s professional reputation and the privacy of its members.
14. Required to follow policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), OFAC and the USA Patriot Act, Customer Identification Program (CIP) and Customer Due Diligence (CDD). Understands that failure to comply with these requirements may be subject to strong disciplinary action, up to and including termination by the Credit Union, as well as civil and criminal penalties.
15. Performs other duties as assigned.
PHYSICAL DEMANDS
Possible vigorous work; likely to be standing, walking and sitting throughout daily activities of greeting members and assisting them with basic cash services and/or other duties. Exerts up to approximately 30 lbs. of force occasionally. No hazardous or significantly unpleasant conditions. Normal office environment where temperature is maintained throughout the year. May require travel to different branches on short notice.
Equal Employment Opportunity Statement
Members First Credit Union is an Equal Opportunity Employer. We are committed to providing an inclusive and welcoming environment for all employees and applicants. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, gender identity, sexual orientation, veteran status, or any other legally protected status in any of our employment practices or decisions.
We encourage individuals of all backgrounds to apply and join our diverse team. If you require any accommodations during the application process due to a disability, please contact us at HR@mfcufl.org, and we will make every effort to provide the necessary assistance.