Entry-Level Member Services Specialist

SECU; North Carolina; On-site; USD 19,000 - 28,000; Full time

Job summary

The SECU Associate Member Services Representative is an entry-level role designed to provide team members with foundational knowledge of SECU branch operations. Associates perform routine branch duties and follow standard procedures while delivering exemplary member service by responding to inquiries by telephone and in person, including cash handling and account maintenance.

New hires will complete training modules and essential core modules, gaining hands-on experience in transactions,

Qualifications

• Must have high school diploma or GED.
• 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.
• Must complete the Credit Union’s Core Module Program within 12 months of hire date as a condition of employment.

Responsibilities

• Greet and assist members in a courteous, professional, and timely manner through all service channels – in-person, phone, and digital communication.
• 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 including processing disputes.
• Review and take appropriate action on negative checking, NSFB, and Share Below $25 report.
• Begin learning to open basic accounts while following MIP procedures for existing members including share, money market, checking, and Share Term Certificates with experienced MSR/MSO supervision.
• Learn CXone and be able to assist MSS as requested.
• Begin obtaining basic knowledge of Financial Advisory and Real Estate products and services offered by SECU (i.e., insurance, retirement planning, investment services, trust, and mortgage services) and provide referrals as needed.
• Maintain daily and monthly records for various reports – i.e., return items, forgeries.
• Exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor.
• Participate in additional training and continuing education to enhance knowledge of branch operations.
• Regular attendance and punctuality are mandatory.
• Complete additional tasks assigned by management and other administrative duties as needed.

Job description

The SECU Associate Member Services Representative is an entry-level role designed to provide team members with foundational knowledge of SECU branch operations. Associates perform routine branch duties and follow standard procedures while delivering exemplary member service by responding to inquiries by telephone and in person, including cash handling and account maintenance.

New hires will complete training modules and essential core modules, gaining hands-on experience in transactions,