What are the responsibilities and job description for the MSR position at Triangle Federal Credit Union?
Position Summary:
At Triangle Federal Credit Union (TFCU), our members are at the heart of everything we do. As a Member Services Representative (MSR), you’ll be one of the first points of contact for our members—providing friendly, efficient, and knowledgeable service in every interaction. You’ll assist with day-to-day financial transactions, guide members in understanding our products, and help strengthen the financial well-being of the communities we serve.
Key Responsibilities:
Member-Focused Service
- Greet members with a positive attitude and provide prompt, professional assistance in person and by phone.
- Handle routine financial transactions such as deposits, withdrawals, payments, and transfers.
- Educate members about TFCU products, services, and digital banking tools.
Cash Handling & Accuracy
- Maintain and balance a cash drawer daily, ensuring all transactions are handled with precision and care.
- Identify and report any transaction discrepancies, errors, or unusual activity in compliance with TFCU policies.
Account Support
- Assist members with opening new accounts, updating information, and resolving account inquiries.
- Troubleshoot issues related to online banking, mobile apps, and card services.
Product Knowledge & Referral
- Recognize member needs and confidently refer them to appropriate TFCU services, including loans and financial counseling.
- Participate in campaigns and promotions to grow member engagement and product use.
Compliance & Integrity
- Ensure all actions comply with credit union regulations (including BSA/AML) and internal procedures.
- Maintain strict confidentiality with all members and credit union information.
Qualifications:
- Education: High school diploma or equivalent required. Associate’s degree or relevant coursework in business or finance is a plus.
- Experience:
- 1 year of customer service or cash handling experience (credit union or banking experience preferred).
- Familiarity with core banking systems (e.g., Symitar) is a plus.
- Skills:
- Friendly, approachable, and committed to delivering top-tier service
- Excellent verbal and written communication skills
- Attention to detail and strong organizational abilities
- Tech-savvy and adaptable to new tools and systems
Certificates, Licenses and Registrations:
- Must successfully complete BSA training as required
- Employee must be bondable (insurable)
Benefits:
- Training and development opportunities