Member Service Specialist: Financial Transactions & Solutions

Alera Financial

Herndon (VA)

On-site

USD 26,000 - 40,000

Full time

6 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

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.

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