Job Description
Location: 760 Kinnear Road, Columbus OH 43212
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 15 consecutive years (2010-2024), 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.
Full-time