MSR I / Floater at UNIVERSAL CITY STUDIOS CREDIT UNION

Benefits:

• 401(k)
• 401(k) matching
• Company parties
• Dental insurance
• Free food & snacks
• Health insurance
• Paid time off
• Training & development
• Vision insurance
• Wellness resources

Department: Support/Member Services
Reports to: Director of Administration
Tenure/Time Base: Permanent, Non-Exempt/Part-Time

Perform a variety of limited transactional duties to serve members by receiving and disbursing funds with a high degree of accuracy. This position is responsible for processing routine financial transactions, maintaining accurate records, and delivering exceptional service in accordance with credit union policies and procedures. The MSR I / Floater will also assist with opening new accounts and will rotate between branches as needed to ensure consistent service coverage, especially during peak hours, staff absences, or breaks.

Job Responsibilities
Greet and welcome Members to the credit union in a courteous, professional, and timely manner.
Answer phones, emails, and follow-up on voicemails.
Assist new Members in opening Memberships and accurately collecting all BSA/CIP required documents.
Build relationships and enhance Member experience, respond to Member requests in a friendly, helpful, and positive manner.
Process transactions in a prompt, efficient, confidential, and accurate manner.
Receive share drafts/checks and cash for deposit into accounts, verify amounts, examine share drafts, checks for proper endorsement, and accurately enter deposits into computer records and core system.
Process withdrawals from accounts and/or share draft/check cashing, verify amounts, and enter withdrawals into the system accurately. Cash share drafts/checks from a variety of accounts upon proper verification according to credit union policies and procedures.
Receive mortgage, consumer loan, and other payments and ensure the payments match balances due. Enter payments into computer/core system.
Assist with mail or email transactions when available.
Place holds on accounts for uncollected funds.
Issue monetary instruments such as money orders, cashiers checks, and open CDs.
Maintain an up-to-date comprehensive knowledge on all credit union products, services, and policies that are handled or promoted by tellers. Maintain an up-to-date and comprehensive knowledge of all related policies and procedures, rules, laws, and regulations for the teller area, including robbery procedures, CIP and BSA.
Promote, explain, and cross-sell other credit union services such as consumer and mortgage loans, IRAs, certificates, debit and credit cards, on-line/mobile banking, cashiers checks, and money orders.
Count, check, and package coins and currency.
Balance cash drawer at the end of the shift and compare total amounts to computer-generated balance sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor, as necessary.
Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.
Report malfunctions of teller computers and other equipment used at the teller stations.
Serve as a floater between designated branch locations, offering operational and service support wherever assigned to maintain continuity in member experience.