Member Services Representative

Self-Help • Jacksonville, FL

9d

About The Position

WHO We Are: Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies. We are seeking a Member Service Representative/Teller to join our Jacksonville, FL team! Position Summary: The Member Service Representative (MSR)/Teller will report to the Teller Supervisor, Assistant Branch Manager, Branch Manager, or another designee. They will work with members to meet financial service needs through processing transactions and suggesting new products or services. The MSR/Teller is responsible for delivering the highest-level customer service, accurate and efficient processing of member transactions, promoting products and services, resolving member account issues, making modifications to accounts, adding account services, opening new accounts, and performing those functions according to the policies and guidelines of the credit union in a friendly, helpful manner.

Requirements

• High School graduate or equivalent.
• Minimum one year experience in financial institution or other customer service industry preferred.
• Prior cash handling and customer service responsibilities preferred.
• Preference for working in organizations that place priority on teamwork and collaboration.

Nice To Haves

• Bilingual in English/Spanish highly preferred, but not required.

Responsibilities

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member service.
• Process share deposit payments, loan payments, manual payrolls, and account transfers.
• Maintain drawer cash levels within prescribed amounts.
• Post and Log night, ATM, and mail deposits. (Part of dual-control team.).
• Perform other duties and projects as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED