Member Services Officer

State Employees' Credit Union • Greensboro, NC

291d

About The Position

The Member Services Officer possesses all the essential knowledge of an Associate Member Services Officer. MSOs exhibit the ability to perform account maintenance, open all account types, assist and approve members in all areas of consumer lending, and are able to assist in all other services. Enhanced Expectations and Responsibilities at this Position Level include passing score on Consumer Lending Program (CLP) exam and completion of the in-person New Consumer Lender Learning Program required PRIOR to becoming a Member Services Officer. Member Services Officers are granted Tier 1 - Tier 2 Lending Limits (As Assigned).

Requirements

• Must have high school diploma or GED equivalent.
• Demonstrated proficiency in all responsibilities and requirements of Assoc MSO role.
• Excellent communication skills, both verbal and written.
• Ability to work independently and as part of a team.
• Meets compliance and regulatory standards in terms of loan processing, loan quality and documentation.
• Self-motivated and dependable.
• Demonstrated ability to problem solve and use good judgment.
• Active listener and communicator.
• Minimum of 2 years of SECU or directly related experience strongly preferred.
• Completed Consumer Lending Program (CLP) courses and received a passing score on the CLP Exam.
• Attended the in-person New Consumer Lender Learning Program training.
• Completed all required quarterly training courses & other training assigned by management.

Nice To Haves

• 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).

Responsibilities

• Assist members in all areas of consumer lending.
• Independently evaluate and approve or deny loans within assigned limits.
• Maintain a current and comprehensive knowledge of credit union products and services.
• Educate members and make recommendations based on their needs.
• Proficiency in account maintenance and opening all account types for new members.
• Open and process maintenance on tax advantaged accounts.
• Process foreign and domestic wire transfers.
• Redeem savings bonds and help order and return foreign currency.
• Assist in balancing the vault, automated teller machines, teller cash dispenser, and coin sorter as directed.
• Evaluate daily mobile and automated teller machine check deposits.
• Help verify and prepare cash delivery and shipments.
• Maintain daily and monthly records for various reports.
• Organize community events as requested by management.
• Comply with all Credit Union policies and regulatory requirements.
• Ensure all member information remains confidential.
• Serve members by processing transactions in the appropriate system.
• Greet and assist members in a courteous, professional, and timely manner.
• Answer phones and assist members with service requests.
• Interact with other departments to facilitate member requests.
• Organize, file and scan documents daily.
• Troubleshoot problems with member accounts, cards, and on-line access.
• Review and take appropriate action on negative checking, NSFB, and Share Below $25 report.
• Establish and facilitate member safe deposit box access.
• Contact members and document efforts regarding deposit and/or loan collection reports.
• Execute Notary Public services as requested by management.
• Learn CXone and assist MSS as requested.
• Participate in additional training and continuing education.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED