MSR FLOATER
Summary
A teller role focused on opening and maintaining consumer accounts, handling cash transactions, and providing member service in a credit union branch. Core tasks include resolving inquiries, cross-training staff, and driving sales of financial products.
Duties and Responsibilities
- Opens consumer new accounts and performs account maintenance.
- Balances cash drawer daily to assure accuracy in transactions.
- Produces quality work efficiently and free from errors.
- Research, troubleshoot and resolve member inquiries.
- Applies advanced knowledge and logic to all activities and member interactions and creates solutions that are in the best interests of members.
- Provides member service in accordance to Create CU standards.
- Works to establish and deepen relationships with members so Create CU is the members first choice when a financial decision is made.
- Proactively offers products and services as solutions to member needs that result in sales and referrals to business partners throughout the credit union.
- Ability to attain goals as set by management on a consistent and continual basis.
- Cross trains in other branch/department functions as determined by Branch Manager, as well as demonstrating the ability and willingness to cross train other employees in the operational, sales and service aspects of their position.
- Demonstrates the organization's service commitment in all member interactions. Ensures a positive and professional team environment.
- Performs duties as assigned by management and may be assigned to work at any branch.
- The credit union promotes continual education and career development. As such self-development initiatives are expected, including attending branch and organizational meetings, educational sessions, seminars or courses as requested.