Member Experience Specialist (Credit Union)

Self-Help; Durham (NC); On-site; USD 26,000 - 37,000; Full time

Job summary

Self-Help in Durham, NC is seeking a Member Service Representative to deliver outstanding member service, open and maintain accounts, process deposits and payments, and promote credit union products. The role emphasizes accurate cash handling, regulatory compliance, and teamwork within a community-focused nonprofit.

You will work flexible hours, may travel to local events, and use proprietary software plus Microsoft Office.

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.
• Ability to work flexible hours including evenings and weekends.
• Able to learn credit union systems and proprietary software.
• Strong communication and analytical skills.

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.
• Open new membership accounts and assess for accuracy and compliance.
• Research and address member inquiries about credit union services and accounts.
• Promote credit union products and services.
• Perform outbound calls to members as needed.
• Achieve individual and branch growth goals.
• Identify solutions in support of member needs.
• Observe security/internal controls and protect the credit union.

Skills

Customer service

Cash handling

Bilingual English/Spanish

Communication skills

Attention to detail

Teamwork

Education

High School diploma or equivalent

Tools

New Solutions

Microsoft Excel

Microsoft Word

Outlook

Job description

Self-Help in Durham, NC is seeking a Member Service Representative to deliver outstanding member service, open and maintain accounts, process deposits and payments, and promote credit union products. The role emphasizes accurate cash handling, regulatory compliance, and teamwork within a community-focused nonprofit.

You will work flexible hours, may travel to local events, and use proprietary software plus Microsoft Office.