Job description

Job Title Member Service Representative

Department/Group Retail Services Position Type Full-Time

Reports to: Branch Manager FLSA Status Non-Exempt

Location Lancaster, TX Supervises Direct: N/A

Schedule To be determined;

Travel Required Travel may be necessary on occasion if assistance is needed at a different branch. Mileage is reimbursed by the Credit Union when these occasions do arise.

Job Description

SUMMARY

America’s Credit Union, a Dallas/Fort Worth, TX-based credit union, is looking for a Member Service Representative for our Retail Branch in Lancaster, TX.

America's Credit Union provides a world-class complement of financial services to over 250 organizations, local residents, and their families in Texas and Missouri. Originally founded in 1934, our roots are founded on serving employees of the early pioneers of modern American industry, such as AT&T and Kraft Foods. We strive to stay on the leading edge of member-driven technology and service.

At ACU, the MSR is one of the first smiles that our members see when they visit our branches. They are responsible for assisting our members with their financial transactions which may involve but are not limited to, withdrawing and depositing cash and other negotiable instruments such as checks, money orders, and cashier’s checks.
Also by area by helping members with accounts and loans. An MSR may be assigned primarily to the teller line or to the member service area. MSRs are also encouraged to utilize good service and conversation to uncover potential needs for products and services with ACU.

ROLE AND RESPONSIBILITIES

• Receives and processes member financial transactions, including deposits, withdrawals, and loan payments; sells money orders and gift cards to members; transfers money from member accounts as directed.
• Member Services: Assists members with opening and closing accounts, answering questions about products and services. Identifies cross-sell opportunities and initiates non-collateralized loans, deposit products and services for members and potential members. Processes account documents and ensures they follow credit union polices and legal requirements.
• Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service.
• Offers credit union products and services to members and potential members.
• Performs a variety of miscellaneous duties including assisting with outbound calling efforts, attending business development events and assisting the branches with other promotions and campaigns. MSRs are senior employees when on the teller line, and are expected to help train, coach, and guide new and existing Tellers.

KNOWLEDGE, EXPERIENCE & SKILLS

• One year to three years of similar or related experience
• High school diploma or equivalent
• Ability to work effectively in a fast-paced environment.
• Ability to complete assigned tasks with moderate supervision.
• Ability to utilize downtime wisely when traffic slows down.
• Ability to maintain composure and think clearly in stressful situations.
• Good with detail to deal with numbers and names.
• Excellent verbal and written communications skills.
• Excellent time management and organizational skills.
• Able to lift 20 lbs.

Job Type: Full-time

Pay: From $17.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• Overtime
• Weekend availability

COVID-19 considerations:
Teller stations and lobby desks all have plexiglass shields in place. Sanitizer is available. Common areas are frequently disinfected.

Ability to commute/relocate:

• Lancaster, TX 75146: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Preferred)

Experience:

• Cash handling: 1 year (Required)
• Banking: 1 year (Required)
• Customer service: 1 year (Required)

Work Location: One location

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