MSR

Position Summary

At Triangle Federal Credit Union (TFCU) , our members are at the heart of everything we do. As a Member Services Representative (MSR) , you’ll be one of the first points of contact for our members—providing friendly, efficient, and knowledgeable service in every interaction. You’ll assist with day-to-day financial transactions, guide members in understanding our products, and help strengthen the financial well-being of the communities we serve.

Key Responsibilities

Member-Focused Service Greet members with a positive attitude and provide prompt, professional assistance in person and by phone. Handle routine financial transactions such as deposits, withdrawals, payments, and transfers. Educate members about TFCU products, services, and digital banking tools. Cash Handling & Accuracy Maintain and balance a cash drawer daily, ensuring all transactions are handled with precision and care.

Identify and report any transaction discrepancies, errors, or unusual activity in compliance with TFCU policies. Account Support Assist members with opening new accounts, updating information, and resolving account inquiries. Troubleshoot issues related to online banking, mobile apps, and card services. Product Knowledge & Referral Recognize member needs and confidently refer them to appropriate TFCU services, including loans and financial counseling.

Participate in campaigns and promotions to grow member engagement and product use. Compliance & Integrity Ensure all actions comply with credit union regulations (including BSA/AML) and internal procedures. Maintain strict confidentiality with all members and credit union information.

Qualifications

Education

High school diploma or equivalent required. Associate’s degree or relevant coursework in business or finance is a plus. Experience: 1+ year of customer service or cash handling experience (credit union or banking experience preferred). Familiarity with core banking systems (e.g., Symitar) is a plus. Skills: Friendly, approachable, and committed to delivering top-tier service Excellent verbal and written communication skills Attention to detail and strong organizational abilities Tech-savvy and adaptable to new tools and systems Certificates, Licenses and Registrations: Must successfully complete BSA training as required Employee must be bondable (insurable) Benefits: Training and development opportunities Medical, Dental, Vision, STD, LTD, Life AD&D, and 401k