Branch Services Specialist: Member Experience

SECU; Southport (NC); On-site; USD 32,000 - 45,000; Full time

Job summary

SECU is seeking a member-focused teller to greet members, open accounts, and handle daily cash and transactions. You’ll balance cash drawers, operate drive-through windows, and maintain accurate records using the Margo system and related tools.

You will educate members on available services, process changes, and assist with credit line and deposit needs while upholding confidentiality and professional conduct.

Qualifications

• Should be able to speak English fluently.
• Basic computer skills and willingness to learn systems.
• Fast-paced environment requires good judgment and accuracy.

Responsibilities

• Handle establishment of new membership, open all accounts, and process changes in accounts.
• Educate members on available services and make recommendations based on their needs.
• Key all required transactions into the Margo system and balance cash drawer with accuracy.
• Balance the vault, ATM, TCD and coin sorter.
• Operate drive-thru window as needed.
• Keep daily and monthly records of vault control, returned checks, Visa gift cards, theme park tickets, forgeries, and coin sorter.
• Prepare, order, and verify cash delivery and shipment once a week.
• Assist members with account problems, checking reconciliations, or errors in transactions.
• Grant subsequent advances on existing credit cards, open lines and home equity lines of credit - consult with an approving officer prior to advance.
• Answer phone, file paperwork, scan documents into Image System, and perform other clerical duties as needed.
• May begin training in other areas of branch operations as needed
• Other duties as assigned.

Skills

Customer service

Cash handling

Communication

Attention to detail

Mathematical skills

Tools

Margo system

Image System

ATM operations

Coin sorter

Job description

SECU is seeking a member-focused teller to greet members, open accounts, and handle daily cash and transactions. You’ll balance cash drawers, operate drive-through windows, and maintain accurate records using the Margo system and related tools.

You will educate members on available services, process changes, and assist with credit line and deposit needs while upholding confidentiality and professional conduct.