Job Description

Role

The MSR1 position will engage in serving members accurately and efficiently with stated and unstated needs

while providing unparalleled service with financial direction, ordering appropriate products, and service

referrals.

This is a branch support position that will travel to the all of the LC Valley and surrounding branches to

provide coverage as needed.



Major Duties and Responsibilities

Protect the integrity and confidentiality of our membership by identifying

members/account ownership to ensure proper access is upheld. Perform transactional

duties to serve members with high accuracy in accordance with credit union policies

and procedures as well as adhering to P1FCU's balancing standards and proper dual

control.



Deepen member relationships by presenting and explaining credit union products and

services to members that meet the members financial needs through positive

interactions.



Exceed service expectations by creating unparalleled member experiences and

excellence with every interaction, taking ownership of issues and challenges, and

increasing member loyalty.



Maintain an up-to-date and comprehensive knowledge of all credit union products and

services to deepen member relationships.



Responsible for learning the core skills of the position, along with continuously learning,

staying current on regulatory, policy and procedure changes.

- Proactively and efficiently resolve issues/problems with member accounts.



Performs other duties as assigned: including but not limited to drive-up service and

night drop functions as assigned. Ensures that work area is clean, secure and well

maintained. Performs related clerical duties and attends meetings as required.



Must comply with all company policies and procedures, applicable laws and regulations,

including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of

Foreign Assets Control.
Knowledge and Skills



EXPERIENCE

Ideally a minimum of one to three years of similar or related experience.


EDUCATION/CERTIFICATIONS/LICENSES

A high school degree or equivalent


INTERPERSONAL SKILLS

Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with

others inside and/or outside the organization for purposes of giving or obtaining information, building

relationships, or soliciting cooperation. Communications may involve motivating, influencing, educating and/or

advising others on matters of significance. Typically includes subject matter experts as well as first level to

middle managers.


OTHER SKILLS

Must have excellent knowledge of P1FCU products and services. Must be familiar with various computer

software programs and comfortable with automated technology. Must be able to type, use PC, general office

equipment including ten-key calculator. Excellent organizational and communication skills with vendors, staff,

members, and general public.


ADA Requirements


PHYSICAL REQUIREMENTS

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be

capable of climbing/descending stairs in emergency situation. Must be able to operate routine office

equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on

computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours

whenever required or requested by management. Must be capable of regular, reliable and timely attendance.


WORKING CONDITIONS

1. Must be able to travel to all region branch locations during staffng needs. 2. Ability to assist members with

all MSR responsibilities. 3. High level of organization and multi-tasking skills 4. Must have the ability to use

problem solving skills to independently resolve challenges, utilizing all resources available.


MENTAL AND/OR EMOTIONAL REQUIREMENTS

Must be able to perform job functions independently and with limited supervision. Must work effectively as part

of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be

able to speak clearly and deliver information in a logical and understandable sequence. Must be able to

perform basic financial calculations with accuracy. Must be capable of dealing calmly and professionally with

numerous different personalities from diverse cultures at various levels within and outside of the organization

and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able

to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and

quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.