Member Services Represenative

Self-HelpWilson, NC
Onsite

About The Position

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. 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. 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.
  • Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
  • Excellent customer service skills.
  • Demonstrated ability to communicate effectively – both verbally and in writing.
  • Ability to be trained and efficiently operate credit union systems and proprietary software, including proprietary software (New Solutions, Microsoft Excel, Word, and Outlook).
  • Ability to work flexible work hours including evenings and weekends.
  • May be required to travel to cover other Branches.
  • Keen attention to detail, ability to effectively organize and prioritize work.
  • Analytical and problem-solving skills.
  • Ability to use keyboard and data entry skills.
  • English/Spanish may be required.
  • Ability to demonstrate Self-Help's Core Values: Mission Before Self, Service with Excellence, Embracing & Promoting Change, Results Not Credit, Diversity as a Strength, Financial Sustainability for Mission Impact

Nice To Haves

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

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.

Benefits

  • strong benefits and opportunities across the country

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

1-10 employees

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