Raiz Federal Credit Union · 1 month ago
MSR - Branch
El Paso, TX, USA
Full-time
Onsite
Entry, Mid Level
$17.34/hr - $26.01/hr
2+ years expRaiz Federal Credit Union is a community-focused financial institution based in El Paso, TX, dedicated to guiding members towards their financial goals. The MSR - Branch role involves handling member interactions and transactions, providing expert guidance on credit union services, and ensuring a positive member experience through effective communication and problem-solving.
Credit CardsFinanceFinancial Services
Responsibilities
Demonstrates a robust understanding of the principles and practices of effectively marketing financial products and services
Maintains appropriate levels of confidentiality by exercising sensitivity towards the nature of issues associated with member information
Initiate and lead conversations to identify and assess member needs
Demonstrate the ability to give sound advice considering our members’ best interests and assist members with any questions and help them understand complex or intimidating topics
Experience in member service operations, including a comprehensive understanding of member needs, in order to exceed their financial goals
Expert in setting up, servicing, unlocking and troubleshooting for Online/Mobile banking issues and Personal Audio Teller
Establish new membership, maintenance accounts, open Checking Accounts, IRAs, Business Accounts, Certificate of Deposit, and Special Accounts (Fiduciary, Organizational, Representative Payee, Estate, Guardianship, and Revocable Living Trust)
Accountable for proactively retaining accounts and ensuring the effective closure of all accounts as needed
Responsible for handling member interaction and transactions at the branch such as but not limited to large deposits, cash advances, wires, and saving bonds
Process incoming mail and return mail
Process corporate checks, on-us checks, temporary checks, line-of-credit advances, account transfers, payoffs, and all negotiable instruments
Fulfills member service requests and conducts thorough research to promptly resolve any discrepancies
Collaborates with the consumer loan department in taking application and facilitating loan closings
Process loan maintenance, due date changes, release of liens, vehicle shipments letters, CPI (Insurtrak), and replacing of collateral
Proactively cross-sell and maintenance GAP, DPW, Warranties, and Credit Life/Credit Disability
Must have excellent interpersonal and communication skills, including the ability to positively interact with team, management, vendors, and members; proficiency in effective verbal and written communication
Ability to multi-task, effectively organize, plan, and manage time while applying critical thinking and problem-solving skills
Knowledge of functions relating to cash and ATM operations and assist in placing travel notes, disputes, fraud cases and general account maintenance. Will issue, activate debit cards as well as assist in training member to use ATMs and ITM
Be able to resolve complex situations and diffuse escalated interactions. Responsible to interact with members via audio and video
Assists in auditing signature cards
Review and process required form for power-of-attorney, while also offering notary services
Attends required training and demonstrates a willingness to keep learning
Complies with all Bank Secrecy Act (BSA) rules and regulations, in addition to Customer Identification Program (CIP). Attends required annual BSA training and required compliance training
Assists with other duties as assigned or identified
Qualification
Required
High school degree or equivalent, college hours preferred
A minimum of two years credit union and/or banking experience
Demonstrated leadership and interpersonal abilities
Understanding of financial industry concepts, related laws, and regulations
Must have good communication and interpersonal skills
Critical thinking and problem-solving skills
Detail-oriented, and ability to multi-task
Proficient in Microsoft Office and web-based applications
Must have excellent interpersonal and communication skills, including the ability to positively interact with team, management, vendors, and members; proficiency in effective verbal and written communication
Ability to multi-task, effectively organize, plan, and manage time while applying critical thinking and problem-solving skills
Preferred
Sales experience such as insurance sales, financial advising, lending, and selling capacity of products and services preferred
Company
Raiz Federal Credit Union
Raiz Federal Credit Union is a financial institution that offers financial services including loans, savings, checking, and credit cards.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$4.96MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $4.96M
Leadership Team
Max Villaronga
Chief Executive Officer
Recent News
2025-10-23
El Paso Matters
2023-12-24
El Paso Herald Post
2023-12-24
Company data provided by crunchbase