Member Service Representative

Alera Financial

Herndon (VA)

On-site

USD 26,000 - 40,000

Full time

5 days ago

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Benefits offered by this job

Long-term Disability

Critical Illness

Life Insurance

401(k) match

Profit Sharing

PTO

Flexible Spending Account

Tuition Reimbursement

Pet Insurance

Job summary

Alera Financial is seeking a customer-focused MSR/teller to handle member transactions, balance cash drawers, and support branch operations in Herndon, VA. The role emphasizes accuracy, compliance, and cross-selling financial services to meet member needs.

Ideal candidates have cash-handling experience and strong communication skills, with at least a high school diploma. Travel is limited; the position follows credit union policies and regulatory requirements.

Qualifications

Requires cash-handling experience or teller/MSR background.
Strong math, written and verbal communication skills.
Limited travel may be necessary.

Responsibilities

Perform member transactions and account maintenance.
Analyze member requests to determine financial needs and cross-sell products.
Follow all credit union policies, procedures and regulatory requirements.
Assist Branch Manager in delinquency control and achieving goals.
Process checks, mail, night depository and ATM transactions.

Skills

Cash handling

Communication

Education

High school diploma

Job description

Full Salary Range: $19.34/hr - $29.06/hr

Primary Responsibilities:

Perform member transactions, analyze member requests to determine their financial needs and cross-sell products and services to meet those needs. Assist Branch Manager in controlling delinquency and negative shares. Duties must be accomplished in compliance with federal and state laws and in accordance with the credit union’s policies and procedures and with constant attention to Alero’s creed, vision, mission and goals.

Duties and Responsibilities:

Perform all types of member financial transactions, including account maintenance.

Follow all credit union policies and procedures.
Process new accounts, verifying identity and eligibility.
Reconcile and balance assigned cash drawer, reporting
discrepancies to Senior MSR, Assistant Branch Manager or Branch Manager.
Assist with member in person/telephone inquiries and general questions regarding the credit union.
Prepare and balance checks received.
Process mail, night depository and ATM transactions.
Scan correspondence, member files, loan files, etc.
Perform new member welcome calls.
Complete daily, weekly and monthly reports as assigned.
Process check orders and/or plastic card orders.
Assist in branch collection and negative shares process.
Generate leads for Business Development Officer/Branch Manager and participate in business development activities.
Must be willing and able to sell credit union services that provide the maximum benefit to both the member and the credit union.
Resolve member problems, obtain information, research records and follow up on details to resolve matters to members’ satisfaction.
Assist Branch Manager in achieving corporate and branch goals and objectives.
All other duties as assigned.

Qualifications:

Education

High school graduate.

Experience

Minimum one year of cash-handling experience or experience as a teller/MSR in a credit union or related field.
Excellent math, written and verbal communication skills. Limited travel may be necessary.

While performing the duties of this job, the employee is frequently required to sit, view information on a computer screen, and talk or hear. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.