Floating Member Services Representative

Self-Help; Manchester (CT); On-site; USD 32,000 - 42,000; Full time

Job summary

Self-Help is seeking a Floating Member Service Representative in Manchester, CT. You will engage with members to assess financial needs and deliver top-tier service while processing transactions, promoting products, and resolving issues.

The role requires potential travel to cover other branches in the region. Ideal candidates have a high school diploma, cash handling experience, and strong teamwork skills; English/Spanish bilingual ability is highly preferred but not mandatory.

Qualifications

• High School diploma or equivalent required.
• Bilingual in English/Spanish highly preferred but not required.
• Minimum one year experience in financial institution or similar customer service role preferred.
• Prior cash handling and customer service responsibilities preferred.
• Teamwork and collaboration are highly valued.
• May be travel to cover other branches.

Responsibilities

• Identify member needs and lead conversations to assess them.
• Maintain and enhance member account relationships with excellent service.
• Process share deposits, loan payments, payrolls, and transfers.
• Maintain drawer cash levels within prescribed amounts.
• Post and log night, ATM, and mail deposits as part of a dual-control team.
• Perform other duties and projects as assigned.

Skills

Customer service

Cash handling

Communication

Teamwork

Education

High School diploma or equivalent

Job description

Job Description:

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 Floating Member Service Representative for our Manchester, CT team!

Position Summary:

The Floating 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. This role will be required to travel to cover other branches in the region.

WHAT You’ll Do:

• 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 You’ll Need:

• High School graduate or equivalent.

• 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.

• May be required to travel to cover other branches.

If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration; and are interested in working to help create economic opportunity for all - THIS is the place for you!

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Disclaimer:

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.