At Class Act Federal Credit Union, we’re more than just a financial institution — we’re a community. Since 1954, we’ve proudly operated as a member-owned financial cooperative with a mission to deliver meaningful value and personalized financial solutions to our members. Unlike traditional banks, we don’t serve stockholders — we serve people. Every decision we make is rooted in our core belief of “People Helping People.”

We're honored to be named a 2025 Best Places to Work — a recognition that reflects our strong culture, dedicated team, and unwavering commitment to both our members and employees.

Our dedication to service extends beyond financial solutions. We actively support our team’s involvement in the community, offering paid volunteer time so employees can give back to the educational initiatives that matter most to them. It’s just one of the many ways we show that our people — both members and team members — come first.

At Class Act, we’re focused on:

• Hiring the best
  

• Training for success
  

• Empowering every voice
  

• Fostering a respectful and inclusive environment
  

• Recognizing and rewarding contributions
  

If you're looking for a meaningful career with a mission-driven organization that truly cares, Class Act is the place for you.

Come build your future with a team that’s building a better financial future for others.

Role:

Under the direct supervision of the Branch Manager, the MRO I is responsible for accurately processing transactions that involve cash and negotiable instruments and balancing a cash drawer within specified guidelines. Project a friendly and professional attitude while assisting all members and potential members with their financial needs and continuously work to exceed member’s expectations through providing exceptional service and proactive servicing skills. Be knowledgeable of all products and services the Credit Union offers and provide the member with the necessary information to make an informed financial decision. Demonstrate courtesy and teamwork through positive interactions with co-workers, the management team and other departments. Promote positive relationships with representatives from local schools, universities, and community partners to communicate the benefits of credit union membership.

 Major Duties and Responsibilities:

• Provide and maintain control over receipts for member transactions including share deposits, loan payments and member account transfers. Properly inspect and verify cash and negotiable instruments received. Complete large currency transaction reports and suspicious activity reports as required. Maintain member confidence and protect operations by keeping member account information confidential and adhering to all policies and procedures.
• Provide exceptional member service while working in a high volume, sales environment. Assist members with requested financial transactions, answering questions, opening new accounts, and directing servicing issues to appropriate personnel. Monitor activity of all new accounts to ensure onboarding is followed and paperwork is complete and accurate.
• Greet members when they enter the branch and project a friendly and professional attitude while assisting all members and potential members with their financial needs. Evaluate members' financial needs by providing banking solutions and refer them to the appropriate branch officers as needed.
• Cross-sell credit union products and services while giving the member all necessary information to make informed decisions. Develop meaningful relationships with local schools, universities, and community partner representatives to promote credit union membership and benefits to their employees.

Knowledge and Skills:

Experience: Two years of similar or related experience preferably with a financial institution

Education: A high school education or equivalent

Interpersonal Skills: Requires a willingness to work within a retail sales environment, possessing a professional, patient and friendly demeanor at all times when assisting members. Be able to efficiently interact with members, while accurately conducting their business transactions. A significant level of trust, diplomacy and professionalism is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Mental alertness and a cooperative attitude toward others are necessary

Other Skills: Possess extensive knowledge of all Credit Union products, services, policies and procedures. Neatness in appearance, punctuality, flexibility and dependability are a must. Ability to prioritize work flow while learning new things in a relatively short amount of time is necessary along with the initiative and ability to handle numerous assignments concurrently. Requires a basic understanding of operating a computer with the ability to navigate the internet, and use Microsoft outlook, word and excel. Attention to detail and ability to maintain accuracy. Must be Bondable.

Work Environment: The goal of the Dialogue branch environment is to provide a single source for most of the financial needs of our members. The responsibilities associated with this position may change from time to time in accordance with the organization's goals and business needs

EOE