Associate Member Services Representative

State Employees' Credit Union • Cary, NC

303d

About The Position

The Associate Member Services Representative (MSR) is an entry-level position intended to provide team members with foundational knowledge of SECU branch operations. Associate MSRs perform routine branch duties and follow standard branch procedures. They are responsible for providing exemplary member service by responding to member inquiries by telephone and in person, including functions such as cash box management, account origination and maintenance.

Requirements

• Must have high school diploma or GED equivalent.
• Preferred - Bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP).
• Consistently demonstrates SECU's Core Values.
• Must possess an aptitude for meeting people and developing member confidence, respect, and trust in the Credit Union.
• Must have good communication skills, both verbal and written.
• Must have good problem-solving skills.

Responsibilities

• Attend Excel and Elevate - New Employee Training (E&E).
• Complete Core Modules after E&E and subsequent training sessions.
• Comply with all Credit Union policies and regulatory requirements.
• Ensure all member information remains confidential and members' accounts are accessed for business purposes only.
• Follow all security and control procedures.
• Serve members by processing transactions in the appropriate system and balancing a cash drawer.
• Greet and assist members in a courteous, professional, and timely manner through all service channels.
• Answer phones and assist members with service requests.
• Operate a drive-through window as needed.
• Balance the vault, automated teller machines, teller cash dispenser, and coin sorter.
• Evaluate daily mobile and automated teller machine check deposits.
• Help verify and prepare cash delivery and shipments.
• Interact with other departments to facilitate member requests.
• Organize, file and scan documents daily.
• Process foreign and domestic wire transfers.
• Help order and return foreign currency.
• Troubleshoot problems with member accounts, cards, and on-line access.
• Review and take appropriate action on negative checking, NSFB, and Share Below $25 report.
• Begin learning to open basic accounts while following MIP procedures.
• Learn CXone and assist MSS as requested.
• Begin obtaining basic knowledge of Financial Advisory and Real Estate products and services.
• Maintain daily and monthly records for various reports.
• Exhibit a positive attitude toward members and teammates.
• Participate in additional training and continuing education.
• Complete additional tasks assigned by management.

What This Job Offers

• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED