Lockhart Branch Member Service Representative - Full Time with Sign-On Bonus

$41,600 - $41,600/Yr

Randolph Brooks Federal Credit Union - Lockhart, TX

Full-time - Entry Level

Lockhart, TX

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Branch Member Service Representative (MSR) at RBFCU serves as the primary point of contact for members, providing exceptional service and support in a role that combines teller and personal banker functions. This position focuses on building relationships with members, addressing their needs, and promoting financial products and services to enhance their financial well-being. The MSR will engage with members through various channels and is expected to demonstrate professionalism, initiative, and a commitment to personal growth through RBFCU's learning and development programs.

Responsibilities

• Provide enthusiastic, professional, quality, prompt, and courteous service to members and prospective members.
• Process a variety of transactions in various settings including in person, video conference, drive-thru, and telephonic engagement channels.
• Maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.
• Perform in the capacity of Branch Reservist taking calls for the Member Service Center to handle incoming requests from members.
• Assess all deposits for potential fraud and each interaction for impersonation to mitigate fraud losses.
• Assist members with needs that incorporate other internal departments, such as Consumer Lending and Mortgage, while complying with applicable policies and regulations.
• Qualify members and assist with opening, updating, and closing accounts, maintaining knowledge of the RBFCU Membership and Account Agreement.
• Prepare various teller reports and escort members into designated areas when requested.
• Engage with members by cross-serving products and services, meeting incentive goals, and ensuring knowledge of product benefits and features.
• Promote product engagement and meet or exceed minimum sales goals by demonstrating initiative in learning and offering products and services to members.
• Support the cross-serve/sales culture to ensure branch standards are achieved or exceeded.
• Observe safety and security procedures and report potentially unsafe conditions.
• Perform other duties as assigned.

Requirements

• High School diploma or GED
• Six months of work experience (financial institution, customer service or sales experience preferred)
• Attendance and promptness are pertinent; must be able to work a flexible Monday through Saturday schedule
• Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers
• Excellent communication and interpersonal skills
• Ability to solve problems, make timely and informed decisions, and apply common sense to carry out detailed written or oral instructions
• Proficient in utilizing PC, software and other office equipment
• Ability to sit or stand for extended periods of time
• Good vision (correctable), hearing, and manual dexterity; must be able to reach with hands and arms; must be able to speak clearly

Nice-to-haves

• Bilingual (English/Spanish)

Benefits

• 401(k) with matching incentives — up to 10 percent
• Competitive pay
• Medical, vision and dental benefits available from the first day of employment
• Tuition reimbursement plans
• Life insurance
• Pharmacy discount programs
• Flexible Spending (FSA), Health Savings (HSA) and Dependent Care account options
• Paid time off
• Parental leave
• Company-paid long-term disability
• Company-paid basic life insurance
• Wellness program
• Credit-monitoring service
• Employee assistance program
• Training and volunteer opportunities