Brooks Branch Member Service Representative

2 weeks ago

San Antonio, United States RBFCU Full time

Job Description and Requirements

The RBFCU Branch Operations Team is seeking a full time Branch Member Service Representative in the Brooks branch location starting at $20.00/hour


The Brooks branch is located at: 3181 Goliad Rd, San Antonio, TX 78223.

As a Branch Member Service Representative (MSR) you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions.  You’ll engage with our members and prospective members to build relationships, utilize your problem-solving skills to identify needs, and educate them on products and services that will improve their financial well-being and quality of life.  You’ll have the opportunity to demonstrate your professionalism, initiative and desire to learn and grow with our Path to Promotion and award winning Learning and Development program.  If you have a passion for helping others and aspire to work for a Best Places to Work in Texas employer, a career with RBFCU may be just for you.

Essential Functions and Responsibilities:

  • Provide enthusiastic, professional, quality, prompt, and courteous service to members, prospective members, and RBFCU team.
  • Process a variety of transactions in various settings that may include 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 via this channel.
  • Assess all deposits for potential fraud and each interaction for impersonation to mitigate fraud losses.
  • Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.
  • Qualify members and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.
  • Prepare various teller reports, and escort members into designated areas when requested.
  • Engage with members and prospective members by cross serving products and services, meeting incentive goals, and ensuring a current working knowledge of product benefits and features.
  • Promote product engagement and meet and preferably exceed minimum sales goals by demonstrating continued and sustained initiative to learning and offering products and services to members by using communication and listening skills to determine member needs.
  • Support our cross-serve/sales culture to ensure branch standards are achieved or exceeded.
  • Observe safety and security procedures, and report potentially unsafe conditions.
  • All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).

    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

      Preferred:

      • Bilingual (English/Spanish)

        All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

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