Member Experience Specialist

ncsecu.org; Raleigh (NC); On-site; USD 32,000 - 46,000; Full time

Job summary

SECU in Raleigh, NC is seeking a Member Services Representative to deliver exceptional member service and process a variety of account transactions in a fast-paced branch.

The role requires strong communication, problem solving, and an ability to educate members on products and services while adhering to security and regulatory procedures. Training modules include OnBase, CXone, and Cash handling procedures.

Regular attendance and positive team collaboration are essential.

Qualifications

• Must have high school diploma or GED.
• Must possess an aptitude for meeting people and developing member confidence, respect, and trust in the Credit Union.
• Must have excellent communication skills, both verbal and written.
• Must be self-motivated and dependable.
• Must have a demonstrated ability to problem solve and use good judgment.
• Must be an active listener and communicator.
• Must have demonstrated proficiency in all aspects of the Assoc MSR role.
• Must have met all requirements of the Assoc MSR role.
• Minimum of 2 years of SECU or directly related experience strongly preferred.
• Excellent balancing record with no gross balancing violations or exceptions in the preceding 6 months.
• Has completed all required quarterly training co

Responsibilities

• Proficiency in account maintenance and opening all account types for new members while following MIP procedures.
• Open and process maintenance on tax advantaged accounts, process foreign and domestic wire transfers, redeem savings bonds, and help order and return foreign currency.
• Obtain and execute Notary Public services as requested by management.
• Engage with community as requested by management by attending community events to enhance Credit Union presence.
• Maintain a current and comprehensive knowledge of credit union products and services, and independently possess an ability to educate members and make recommendations based on their needs.
• Contact members and document efforts regarding deposit and/or loan collection reports as directed by management.
• Perform subsequent advances on existing open and home equity lines of credit after completing the "Advances" module.
• Assist with member safe deposit box access AFTER completing the "Safe Deposit Box" Module and Annual Safe Deposit Box Training."

Skills

Communication skills

Active listening

Problem solving

Customer service mindset

Self-motivation

Education

High school diploma or GED

Tools

CXone

OnBase

Job description

SECU in Raleigh, NC is seeking a Member Services Representative to deliver exceptional member service and process a variety of account transactions in a fast-paced branch.

The role requires strong communication, problem solving, and an ability to educate members on products and services while adhering to security and regulatory procedures. Training modules include OnBase, CXone, and Cash handling procedures.

Regular attendance and positive team collaboration are essential.