Community First Credit Union · 1 month ago
Branch MSR I -Lakewood
Jacksonville, FL, US
Full-time
Onsite
Entry Level
1+ years expCommunity First Credit Union is seeking a dedicated Branch Member Service Representative (MSR) to join their team at the Lakewood Branch. The role involves engaging with members, processing loans, maintaining accounts, and meeting sales goals while ensuring compliance with relevant regulations.
Finance
Responsibilities
Open new products and services while following appropriate procedures to verify personal identification. Process various types of consumer and business loan applications
Perform account maintenance, including changes to personal information such as address and telephone numbers, name changes, adding and removing joint members, check ordering, issuing temporary checks, and assisting with Internet Banking enrollment
Perform teller transactions as required
Interview members and potential members, asking questions and listening carefully to determine the appropriate products and services to offer. Present products and services in a positive, professional, and knowledgeable manner to help individuals make informed decisions
Continuously increase your knowledge to answer members' questions and resolve member problems, referring issues beyond your authority when necessary
Make outbound calls for onboarding new members and developing opportunities to improve relationships between members and the credit union
Consistently meet or exceed sales and quality goals
Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Qualification
Required
A minimum of one to three years of similar or related experience, including preparatory experience
A high school degree or equivalent
A significant level of trust, credibility, and diplomacy is required
Must be capable of climbing/descending stairs in emergency situation
Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary
Must be able to work extended hours whenever required or requested by management
Must be capable of regular, reliable and timely attendance
Must be able to perform job functions independently and with limited supervision
Must work effectively as part of a team
Must be able to read and carry out various written instructions and follow oral instructions
Must be able to speak clearly and deliver information in a logical and understandable sequence
Must be able to perform basic financial calculations with accuracy
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization
Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace
Must be capable of exercising highest level of discretion on confidential matters
Company
Community First Credit Union
With over $2.8 billion in assets and 180,000+ members, Community First Credit Union invests in member and community relationships through smart checking account options, competitive loans, and excellent investment services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan Olson, MBA
Chief Lending Officer
Recent News
Jacksonville Business Journal
2024-06-04
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