Member Experience Specialist – Community Banking

Self-Help Services Corp; Hendersonville (NC); On-site; USD 26,139 - 37,229; Full time

Benefits offered by this job

Generous benefits

Nonprofit employer

Job summary

Self-Help Services Corp in Hendersonville, NC is seeking a friendly Member Service Representative/Teller to deliver outstanding member service while handling cash and account transactions. You will open new memberships, promote credit union products, and ensure accuracy and compliance in daily operations.

Ideal candidates have a High School diploma, strong communication skills, bilingual English/Spanish preferred, and at least one year of customer service or financial experience.

Qualifications

• 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 teamwork and collaboration.
• 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.
• Ability to demonstrate Self-Help's Core Values:

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.
• Disburse cash and check withdrawals.
• Complete member transactions accurately and timely within prescribed limits and guidelines or seek approval for exceptions.
• Open new membership accounts and assess for accuracy and compliance.
• Research and address member inquiries about credit union services and accounts.
• Perform account maintenance as authorized.
• Promote credit union products and services.
• Maintain base knowledge of consumer and mortgage loans in order to effectively refer loan products to the consumer and mortgage loan departments.
• Perform outbound calls to members as needed.
• Achieve individual and branch growth goals.
• Identify solutions in support of member needs.
• Observe all security/internal controls and be proactive in protecting the credit union by identifying fraudulent or forged documentation and/or activity.
• Serves as back up to MSR II responsibilities, when needed.
• Open, close and balance their own cash drawer daily.
• Maintain drawer cash levels within prescribed amounts.
• Post and Log night, ATM and mail deposits (Part of dual-control team).
• Adhere to general regulatory procedures including requirements of the Bank Secrecy Act and Anti Money Laundering rules.
• Accurate balancing within established time frames.
• Assist with branch self-assessments as may be assigned.
• Participate in branch business development and outreach activities.
• May respond to electronic requests submitted by members and/or perform outbound calls to members in a professional prompt, efficient and accurate manner.
• May be called up to assist with translation, if needed.
• Perform other duties as may be deemed necessary.

Skills

Customer service

Cash handling

Bilingual English/Spanish

Communication skills

Teamwork

Attention to detail

Data entry

Problem solving

Education

High School diploma

Tools

New Solutions

Microsoft Excel

Microsoft Word

Outlook

Job description

Self-Help Services Corp in Hendersonville, NC is seeking a friendly Member Service Representative/Teller to deliver outstanding member service while handling cash and account transactions. You will open new memberships, promote credit union products, and ensure accuracy and compliance in daily operations.

Ideal candidates have a High School diploma, strong communication skills, bilingual English/Spanish preferred, and at least one year of customer service or financial experience.