Universal Banker (MSA)

Are you looking for an organization that values your experience? Are you a skilled customer service professional ready to take your career to the next level? If so, keep reading! Tropical FCU (TFCU) is a Sun-Sentinel Top Workplace for EIGHT years in a row.

Being part of TFCU will provide you with opportunities to engage by learning, growing, contributing, collaborating, and developing professionally.

Join us for a great employee experience focused on engaging employees and members alike.

GENERAL RESPONSIBILITIES: As a Member Service Assistant (MSA), you will be responsible for delivering world-class service to our members by assisting with their financial needs, processing account transactions, and providing information about credit union products and services.

You will play a key role in building strong relationships with members by actively referring and cross-selling products and services, achieving sales goals, and making outbound calls to promote credit union offerings.

In addition, you will support branch operations by performing clerical duties, ensuring compliance with regulatory requirements, and providing backup support to other staff.

This role requires meeting key performance metrics, including transaction accuracy, member satisfaction, and sales performance, all while maintaining a high level of professionalism and contributing to the success of the credit union.

JOB SPECIFIC DUTIES: Member Interaction & Account Management Approach the members and visitors by greeting and welcoming them to the credit union in a courteous, professional, and timely manner, ensuring a world-class experience every time.

Assist members with opening and closing accounts, answering questions about products and services, and resolving problems within their authority.

Refer complex issues to the supervisor with recommendations for resolution.

Open all accounts, certificates, loans, and other credit union products/services accurately, ensuring all related forms and documents are completed and filed/scanned promptly.

Approach and provide members with general and specific information regarding credit union products and services.

Actively promote, describe, and cross-sell credit union products and services based on member needs gathered from interviews or by reviewing their accounts.

Research and report discrepancies to the supervisor.

Sales Referrals & Cross-Selling Review member profiles to identify and recommend relevant credit union products and services based on individual needs.

Actively refer and cross-sell products and services to enhance the member experience and meet goals.

Achieve personal referral sales targets by identifying referral and cross-sell opportunities and utilizing the TFCU Integrity Sales techniques.

Work to meet or exceed a target referral and cross-sell ratio.

Actively participate in sales promotions and campaigns to meet personal and team goals.

Outbound Calling Make outbound calls to current and potential members to promote, refer ...