Member Services Representative (Float)

Description

At Trax Credit Union, we exist to move people forward. We are committed to creating a path to financial health for every member we serve. Our work is guided by accountability, service, passion, integrity, respect, and excellence—and we’re looking for leaders who bring these values to life every day.

Position Summary 

Love variety? Thrive on meeting new people and jumping in where you’re needed most? As a Float MSR, you’ll be the ultimate team player—supporting different branches, helping members with everything from transactions to loans, and delivering standout service wherever you go.

You’re not just filling in—you’re making an impact. From opening accounts to guiding members through financial decisions, you’ll be a trusted resource and a friendly face our members can count on.

What You’ll Do (AKA Your Superpowers)

• Step in as a teller and handle transactions with speed, accuracy, and confidence 
• Keep your drawer balanced daily—because details matter 
• Open new accounts and help members get started with the right financial tools 
• Recommend products and services that genuinely fit members’ needs 
• Meet (and exceed) monthly goals for loans, new accounts, and referrals 
• Spot and prevent fraudulent activity—protecting both our members and the credit union 
• Assist members with safe deposit boxes, including opening and closing access 
• Review and explain credit reports in a way that actually makes sense to members 
• Guide members through the loan process—from application to closing 

Requirements

• High school diploma or equivalent 
• 2+ years of experience in a financial institution 
• At least 1 year of sales experience (in person and/or over the phone) 
• 1+ year of cash handling experience 
• Confidence, adaptability, and the ability to walk into any branch and hit the ground running 
• Strong communication skills and a genuine passion for helping people 

Why You’ll Love This Role

• No two days (or locations) are the same—you’ll keep things fresh and interesting 
• You’ll build relationships across multiple teams and communities 
• You’ll grow your skills across teller services, accounts, and lending 
• You’ll be part of a supportive team that values flexibility, service, and impact

Travel Perks (Yes, You Get Paid to Get There) 

As a Float, you’ll travel between branches—and we make sure that time is valued. You’ll be paid for your drive time by receiving a $320 monthly travel stipend to help cover the road. We know flexibility matters, and we make sure it pays off.

Why Trax Credit Union add bullets when posting

At Trax, we invest in our employees so they can deliver their best every day. We are proud to offer the following benefits:

• Medical, Dental, and Vision coverage 
• Employer-paid Short-Term & Long-Term Disability 
• Life and AD&D Insurance
• 401(k) Retirement Plan 
• Free Choice Plus Checking Account 
• Exclusive Employee Financial Perks after 90 days on the job
• Loan discounts for consumer and home loans 

Our Commitment

At Trax Credit Union, we don’t just manage finances—we help people move forward. If you are passionate about making a difference, leading with integrity, and creating meaningful impact in your community, we encourage you to apply.