Member Services Advocate | Community Finance & Impact

selfhelp; Raleigh (NC); Presencial; USD 26.000 - 37.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Generous benefits package

Nonprofit employer focus

Competitive local market pay

Descripción de la vacante

Self-Help in Raleigh, NC is seeking a Member Services Representative to deliver courteous service, open new accounts, and process deposits, loan payments, and transfers with accuracy and compliance. The role emphasizes security, teamwork, and a commitment to the credit union’s mission of expanding economic opportunity.

You’ll respond to member inquiries, promote credit union products, balance cash drawers, and support branch growth while learning proprietary software.

Formación

• High School graduate or equivalent.
• Bilingual in English/Spanish preferred but not required.
• Minimum one year experience in financial institution or customer service preferred.
• Preference for working in organizations that place priority on teamwork and collaboration.

Responsabilidades

• 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.

Conocimientos

Bilingual English/Spanish

Customer service

Cash handling

Attention to detail

Educación

High School graduate or equivalent

Herramientas

New Solutions

Microsoft Excel

Word

Outlook

Descripción del empleo

Self-Help in Raleigh, NC is seeking a Member Services Representative to deliver courteous service, open new accounts, and process deposits, loan payments, and transfers with accuracy and compliance. The role emphasizes security, teamwork, and a commitment to the credit union’s mission of expanding economic opportunity.

You’ll respond to member inquiries, promote credit union products, balance cash drawers, and support branch growth while learning proprietary software.