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Floating Teller/ MSR

February 16, 2026

Description

Highly motivated individual who demonstrates a positive, outgoing, and influential personality when providing an unsurpassed level of member services to ensure that members’ expectations are met and exceeded during every interaction. They will maximize every opportunity to advertise e-services and increase membership along with referring consumer and real estate loans within the branch. They are expected to float between all branch locations in which the schedule will be based on staffing needs.

Duties & Responsibilities

Processes all member transaction requests in a professional, friendly manner with a strong emphasis on accuracy.
Follows policies and procedures applicable to the Teller position to maintain compliance with government and credit union regulations, including, but limited to the Bank Secrecy Act.
Responsible for the daily opening and closing of their assigned cash box and PC work station, including but not limited to maintaining cash limits with credit union guidelines, maintain proper securing all negotiable instruments (including cash), ensuring that their assigned PC is locked whenever out of their immediate control, balancing their physical cash to the core operating system at the end of the work day, and notifying a supervisor of any and all discrepancies.
Maintain cash differences within Credit Union guidelines.
Provides an unsurpassed level of member service, meeting and exceeding their expectations with every interaction.
Provides an unsurpassed level of member service, meeting and exceeding their expectations with every interaction.
Open new accounts and, through the interview process, cross sell additional products to best benefit the member needs, and meet branch goals.
Provide consumer and real estate loan referrals to the Loan Sales team or Branch Management.
Disburse Consumer loans.
Refer appropriate members to the First New York Retirement and Investment Services Program.
Responsible for having a thorough knowledge of all products and services offered by the credit union, including but not limited to shares, consumer loans, and e-services.
Efficiently provides servicing for all accounts and loans issues or concerns. Ensures that requests are processed correctly and completed in a timely fashion.
Follows policies and procedures applicable to the MSR position to maintain compliance with government and credit union regulations, including but not limited to the Bank Secrecy Act.
Participates in the Sales Incentive Program.
Maintains Notary Public designation.
Provides quotes on consumer loan payoffs.
Handles routine file maintenance on computer system.
Performs other duties as may be assigned.

Requirements

High School graduate.
Previous financial branch credit union/bank experience.
Thorough knowledge of credit union products and services.
Must be able to respect confidential information.
Adept at utilizing most current technology and thorough knowledge of core operation system.
General knowledge of credit union policies and procedures.
Should have excellent communication skills and maintain a positive attitude with members and a cooperative attitude with other team members.

Work Schedule:

Monday: 8:30am - 5:00pm

Tuesday: 8:30am - 5:00pm

Wednesday: 8:30am - 5:00pm

Thursday: Off

Friday: 8:30am - 5:00pm

Saturday 8:45am - 1:00pm

Work Location: Fully On-Site

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...