Member Service Rep 1

Location: 6165 Emerald Parkway Dublin, OH 43016

Schedule: Approximately 40 hours per week. Flexibility required between 8am-5pm Monday – Thursday, between 8am-6pm Fridays, and rotating Saturdays 9am-1pm. Time off provided during the week when working a Saturday.

ABOUT BMI FEDERAL CREDIT UNION (BMI FCU):
BMI Federal Credit Union is a not-for-profit financial cooperative providing banking services to our member-owners. Our goal is simple – to improve the financial well-being of our members and our community.

For 17 consecutive years (2010-2026), BMI FCU has been named a “Best Employer in Ohio” by the Workforce Research Group.

Benefits You’ll Love:

• 401(k) Plan with Company Match
• Paid Time Off & Paid Holidays
• Medical, Dental, and Vision Insurance
• Robust Wellness Program
• Life & Disability Insurance
• Educational Assistance
• Generous Health Reimbursement Arrangement (HRA) Funds
• Employee Assistance Program (EAP)

If you enjoy working for a smaller company and having the ability to positively affect an entire organization, then BMI FCU is the place for you!

POSITION SUMMARY: Provide solutions to members’ financial needs by explaining Credit Union products and services. Cross-sell Credit Union products to meet the members’ needs and perform basic transactions while meeting the BMI FCU service standards. Exhibits enthusiasm, friendliness, and demonstrate knowledge to build rapport with members. This position will perform all other related duties as assigned. The MSR position will be required to travel to assigned branch locations.

ESSENTIAL JOB FUNCTIONS:

• Process member transaction requests such as deposits, withdrawals, and transfers of funds and wire transfers
• Help members with basic inquiries about their accounts using the members’ account history in the data processing system
• Assist members with a variety of process changes to accounts
• Develop, strengthen, and deepen member relationships
• Responsible for own cash drawer and posting own daily cash transactions to and from the vault
• Responsible for balancing daily work
• Evaluate members’ needs and explain Credit Union services and products; recognize cross- selling opportunities and track performance
• Assist members in accessing safe deposit boxes
• Forward completed Automatic Clearing House (ACH) and ATM items, debit and credit card disputes, and process stop payment requests (not involving fraud)
• Provides operational support across various servicing platforms utilized by Member Services
  • Includes, not limited to, online account opening fulfillments, Remote Deposit Capture (RDC) processing, and a variety of other support functions for quality control purposes as needed from various departments
• Conducts quality control for internal processes performed within Member Services and other departments as needed
• Understand and follow BMI FCU policies and procedures complying with federal regulations including, but not limited to: Bank Secrecy Act; Anti Money Laundering regulations; USA Patriot Act; Office of Foreign Asset Control; Regulation CC; and Right to Financial Privacy Act

WORK ENVIRONMENT: Office environment

QUALIFICATIONS AND SKILLS REQUIREMENTS:

• High school degree, GED, or equivalent required
• Previous cash handling and customer service experience preferred
• Basic math skills
• Ability to work a varied work schedule
• Customer service focused
• Excellent communication (both verbal and written) and interpersonal skills
• Ability to balance multiple tasks and changing priorities
• High attention to detail
• Strong analytical and problem-solving skills
• Ability to work effectively in a team environment
• Proficient in Microsoft Office with competencies in Excel, general computer programs, and general office equipment
• Possess a professional demeanor
• Ability to receive and maintain confidential information

PHYSICAL REQUIREMENTS:

Must be able to meet the following physical requirements, with or without reasonable accommodation: 1) Sit, walk, stand, use hands to manipulate, handle, feel, and control items or equipment; 2) Reach with hands and arms; 3) Talk and hear; 4) See and be able to read, write, and interpret text, spreadsheet, and graphical documents; 5) Occasionally lift and move objects weighing up to 15 pounds.

As an equal opportunity employer, BMI FCU does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, childbirth and related conditions, lactation status, gender identity, sexual orientation, age, disability, veteran or military status, genetic information, or ancestry.