Member Experience Representative Floater
Responsible for providing high-quality member service and performing a variety of financial transactions to meet member needs. Assists members with their financial transactions, processes deposits and withdrawals, opens new accounts, cross-sells products and services, and provides exceptional service to all members and prospective members for the purpose of branch growth with complete member satisfaction. This position combines traditional teller responsibilities with member service functions, supporting branch objectives through strong relationship-building, accuracy, and compliance with Credit Union policies and regulations. This position regularly floats and is the first to float to all locations for appropriate operational coverage.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Member Experience and Relationship Management
Teller & Transactional Duties
Accurately process deposits, withdrawals, transfers, and loan payments.
Balance cash drawer daily and comply with dual control and cash-handling procedures.
Identify and prevent potential fraud and report suspicious activity.
Adhere to all BSA/AML, OFAC, and regulatory requirements.
Adhere to GCFCU and FCUSS (Shared Branch Acquirer) policies and procedures as well as state and federal law and regulations, such as BSA, Reg. CC, OFAC, TISA, Information Security etc.
Be aware of BSA matters commensurate with position, report any suspicious activity to the manager or compliance officer and satisfactorily complete any required BSA training.
Sales and Account Services
Open accounts and service all membership questions and applications.
Cross-sell and refer appropriate Credit Union products and services such as auto loans, personal loans and lines of credit, deposit accounts and products and digital services to members.
Assist members with account maintenance, debit cards, online banking, address changes and more.
Support branch sales goals while maintaining a “we do more” attitude with all members.
Work towards certification in Credit Union Financial Counseling.
Complete assigned training courses.
Work towards becoming State of Florida Notary.
Branch Operational Support
Assist with branch opening and closing procedures assigned.
Maintain accurate documentation and ensure policy compliance.
Support branch operations during peak hours or staffing shortages.
Participate in training, coaching, and team meetings.
Working Saturday hours are required.