DescriptionTo provide members and prospective members the full range of financial products and services while demonstrating advanced job knowledge and service skills. The MSR III operates with minimal supervision performs complex banking functions and enhances member interactions by providing education on available service channels and engaging in financial discussions. Provide assistance/training to lower-level team members.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job please apply using the system-generated link that was sent to you.
Responsibilities- Counsel members on financial wellness identifying opportunities to deepen relationships
- Assist members with submitting consumer loan applications
- Analyze research and resolve complex account discrepancies and member concerns
- Identify and mitigate potential fraud or suspicious account activity
- Initiate fee adjustments or service accommodations within defined authority limits
- Inform and guide members on available service channels emphasizing convenient self-service solutions to enhance their banking experience
- Comply with all federal regulations and institutional policies related to financial services
- Support operational efficiency by minimizing errors and adhering to quality control measures
- Process complex transactions including large cash withdrawals loan payoffs and certificate redemptions
- Ensure accurate and compliant handling of cash negotiable instruments and transactions
- May conduct external financial outreach participating in local events and educational presentations
- May serve as a branch specialist in an area such as IRAs Financial Health Presentation Specialist or mortgage
- May assist with branch vault procedures including opening closing and balancing
- May serve as a Branch Office and/or ATM vault custodian
- Perform other duties as assigned
Qualifications- Ability to work independently and in a team environment
- Working knowledge of savings and checking products accounts and services
- May be required to participate and complete specialized training (in Business Services IRA MLO notary etc.) per business need
- Effective active listening skills to accurately respond to inquiries and account requests
- Effective organizational planning and time management skills
- Effective research analytical and problem solving skills
- Effective skill building effective relationships through rapport trust diplomacy and tact
- Effective skill exercising initiative and using good judgment to make sound decisions
- Effective skill maintaining composure in a high production and changing environment
- Effective skill navigating multiple screens and PC applications and adapting to new technologies
- Effective skill performing mathematical calculations and working accurately with numbers
- Effective verbal and written communication skills
Desired Qualifications
- Experience in member/customer service preferably in a call center retail banking or financial institution
- Experience in working in a credit union environment
Hours: Available Monday - Saturday hours based on business needs.
Location: 1800 Skibo Road Suite 320 Fayetteville North Carolina 28303
Based upon business needs this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment please contact our Infor assessment support team at.
Required Experience:
Unclear Seniority