ELGA Credit Union
Mobile MSR III

Department: Burton Branch
Grade: 7
Reports To: Branch Manager
Classification: Non-Exempt
Supervises Direct: 0
Supervises Indirect: 0

Role: The Mobile MSR III will be responsible for driving the mobile branch to various locations, conduct daily credit union operations in compliance with credit union and regulatory guidelines and ensures mobile branch is secured by end of day checklist. When not operating mobile branch, this position would travel to various branches to cover staffing needs in MSR II and MSR III roles.

Essential Functions & Responsibilities:

25% - Ensures mobile branch is operationally sound. Must update branch financials and ensures the branch is in compliance. Keeps the appearance of the branch clean and tidy. Ensures the branch is free of mechanical and operational problems. Communicates with our maintenance team and management if issues arise.

25% - Assists members and potential members with their requests; answers questions about products and services and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations. Assists new members opening new accounts, answers questions about products and services, identifies cross-sell opportunities and cross-sells services to members with Integrity.

15% - Actively participates in community outreach and relationship building to grow mobile branch footprint.

15% - Assists other branches when not operating mobile branch.

10% - Consistently completes Opening and End of day checklists. Delivers any received checks/work to the appropriate location

5% - Assures that appropriate records are maintained and required reports are prepared.

5% - Performs other related duties as assigned.

Performance Measurements:

1. To meet established expectations of ELGA's Core Factors including but not limited to Accountability, Attitude, Communication, Competence, Continuous Improvement & Innovation and Relationship Building.
2. To be the expert on deposit products such as but not limited to new accounts, CDs and IRAs. Follows and completes all steps of on-boarding procedure.
3. To have complete accuracy with all transactions and member requests to allow you to have no member service or posting errors. To analyze errors in written format on the rare occasion a mistake is made.
4. To provide informed, professional, friendly service to all members and associates by making eye contact and using the member's name, smiling while listening, responding as though they are the only one in your world at the time, and finding the correct solution if you don't know it.
5. To achieve 100% of your daily/weekly/monthly and annual sales goals. Monthly goals would include 60% of new checking accounts opt-in (Reg E), 70% checking account penetration on new accounts, 10% credit card penetration and 10% loan penetration on new accounts.

Knowledge and Skills:

Experience: One year to three years of similar or related experience.

Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.

Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills: Outgoing; Motivated; Must cross sell products and services comfortably; Good listening and communications skills; good computer skills; able to make decisions with minimum information. Must have good problem solving skills.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

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