Relationship Team MSR - Jacksonville, FL, US
2 days ago
Job description
Role:
Assist members and potential members with telephone inquiries by delivering exceptional service and thoughtful financial solutions. This role focuses on building positive member experiences by explaining products and services, resolving questions or concerns, directing calls to the appropriate area, and providing helpful, accurate information with every interaction. Successful candidates are friendly, engaging, and motivated by a desire to help members achieve their financial goals while identifying opportunities to deepen relationships through appropriate product recommendations.
Major Duties and Responsibilities:
- Receive incoming calls and place outbound calls to members and potential members. Answer questions regarding accounts and products, calculate and explain payment options, and take loan applications over the phone. Prepare and process loan documentation and distribute to members or loan officers for disbursement. Provide service that is welcoming, professional, and responsive to member needs.
- Maintain accurate member account information within the computer system. Ensure records are properly maintained and required reports are completed. Make lending recommendations for loan exceptions in accordance with Credit Union policies and guidelines. Identify opportunities to support members through cross‑selling relevant products and services that meet their financial needs.
- Assist other departments as needed and perform additional related duties as assigned.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Experience:
1-3 years of call center experience, ideally within a financial institution
Education:
A high school degree or equivalent.
Interpersonal Skills:
- Friendly, warm, and engaging communication style with the ability to build rapport over the phone
- Strong listening skills with a genuine interest in understanding and helping others
- Ability to communicate financial information clearly, confidently, and compassionately
- Professional, courteous, and patient demeanor when assisting members
- Comfortable balancing service excellence with sales conversations in a helpful, consultative manner
Other Skills:
- Service‑oriented mindset with a passion for helping members succeed financially
- Confidence in discussing and recommending products and services based on member needs
- Strong verbal communication and problem‑solving skills
- Attention to detail and accuracy when handling transactions and loan documentation
- Ability to manage multiple tasks in a fast‑paced, call‑center environment
- Proficient in standard Windows‑based business applications (e.g., Microsoft Word, Excel)
ADA Requirements:
PHYSICAL REQUIREMENTS
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 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 local travel as driver and travel by commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.
WORKING CONDITIONS
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
MENTAL AND/OR EMOTIONAL REQUIREMENTS
Must be able to perform job functions independently or with limited supervision and work effectively either on own or 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 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 the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Community First Credit Union is an Equal Opportunity Employer. Community First values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected Veteran.
Similar jobs
Assist members and potential members with telephone inquiries by delivering exceptional service and thoughtful financial solutions. This role focuses on building positive member experiences by explaining products and services, resolving questions or concerns, directing calls to t ...
4 days ago
Assist members and potential members with telephone inquiries by delivering exceptional service and thoughtful financial solutions. · ...
3 days ago
Assist members and potential members with telephone inquiries; explain products and services, respond to problems, direct phone calls to the appropriate area. · Receive incoming phone calls; answer account product service and loan questions calculates payments and takes loan appl ...
1 week ago
+Assist members and potential members with telephone inquiries; by explaining products and services, responding to problems, directing phone calls to the appropriate area. · +Receive incoming phone calls, answers account, product, service, and loan questions · , Maintains member ...
4 weeks ago
To assist members and potential members with telephone inquiries; by explaining products and services, responding to problems, directing phone calls to the appropriate area, and consistently demonstrating CML Sales and Service culture skills daily. · Receive incoming phone calls, ...
4 weeks ago
The Administrative Coordinator is an elevated Member Service Representative position at Crunch Fitness. · ...
1 week ago
The Administrative Coordinator is an elevated Member Service Representative position. As a leader in the gym, the Administrative Coordinator is the primary team member executing on the administrative play of the gym. · ...
1 week ago
· Benefits:Free Membership · Employee discounts · Flexible schedule · Opportunity for advancement · Training & development · Administrative Coordinator · The Administrative Coordinator is an elevated Member Service Representative position. As a leader in the gym, the Administrat ...
2 days ago
We are seeking dependable and service-driven individuals to join a leading financial institution as Member Service Representatives (MSRs) · As an MSR, you will play a crucial role in providing empathetic, professional, and solution-oriented support to members through inbound call ...
2 weeks ago
The Administrative Coordinator is an elevated Member Service Representative position. · Executing on the MSR job description · Leading the MSR team by example · ...
4 days ago
We are seeking a Member Service Representative/Teller to join our Jacksonville team. · The MSR/Teller will report to the Teller Supervisor and work with members to meet financial service needs through processing transactions and suggesting new products or services. · The ideal ca ...
1 week ago
+Job summary · We are seeking dependable and service-driven individuals to join a leading financial institution as Member Service Representatives. As an MSR, you will play a crucial role in providing empathetic, professional, and solution-oriented support to members through inbou ...
2 weeks ago
Crunch Fitness is looking for energetic, enthusiastic people that are passionate about health and fitness to join our team. Looking to combine work, fitness and fun? Crunch Fitness is looking for energetic, enthusiastic people that are passionate about health and fitness to join ...
1 week ago
As a Member Service Representative, you will respond to inquiries and requests from members and other individuals within a high-volume, schedule-driven, structured contact center that operates 24/7. · You will provide information regarding the organization's products and services ...
3 weeks ago
Job Title: Member Service Representative (MSR) Job Description · As a Member Service Representative, you will respond to inquiries and requests from members and other individuals within a high-volume, schedule-driven, structured contact center that operates 24/7. You will provid ...
2 days ago
We are seeking a senior-level CPA with deep mortgage accounting expertise to design, implement,and scale the accounting and reporting framework of our U.S. residential mortgage business. · This role will be a key senior leader within our U.S. Mortgage Strategy team. · You'll part ...
1 month ago
This role will be a key senior leader within the U.S. Mortgage Strategy team, providing both technical accounting leadership and practical operational insight. · ...
2 weeks ago
Role Overview · We are seeking a dedicated Branch Member Service Representative (MSR) to join our team at Community First - Bartram Branch. As a trusted financial advisor, you will identify opportunities to foster and expand our members' relationships with Community First. Throu ...
2 days ago
Role Overview · We are seeking a dedicated Branch Member Service Representative (MSR) to join our team at Community First - Westside Branch. As a trusted financial advisor, you will identify opportunities to foster and expand our members' relationships with Community First. Thro ...
2 days ago
Job Title: Member Service Representative (MSR) Job Description · As a Member Service Representative, you will respond to inquiries and requests from members and other individuals within a high-volume, schedule-driven, structured contact center that operates 24/7. You will provide ...
1 day ago