Member Services & Cash Handling Associate

Excite Credit Union; Wilmington (NC); On-site; USD 21,000 - 28,000; Full time

Job summary

Excite Credit Union in Wilmington, NC seeks a Financial Services Representative I to deliver exceptional member service, process transactions accurately, and promote credit union products.

You will balance cash, handle negotiable items, refer to specialists, support opening/closing duties, and maintain compliance while building member relationships. This role requires integrity and teamwork in a fast-paced retail environment with travel among branches.

Qualifications

• High school diploma or equivalent.
• Minimum 1-year customer-facing experience in a retail environment.
• Demonstrated ability to be fiscally responsible.

Responsibilities

• Responsible for proper operation of a cash drawer and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of the work shift.
• Handles all negotiable items, such as cashier's checks, money orders, gift cards and temporary checks, US Savings Bonds, etc. in an accurate and efficient manner.
• Makes effective referrals to other specialists when appropriate.
• Performs Financial Center opening and closing duties as assigned.
• Deliver exceptional Member service by actively supporting the Purpose, Values and Strategies of Excite Credit Union.
• Represents the credit union to the Member in a courteous and professional manner. Is responsible for prompt, efficient and accurate service in processing all Member requests.
• Build strong Member relationships by providing information and education regarding Credit Union products and services.
• Promptly resolves Member requests and complaints in a respectful, caring and satisfactory way.
• Stays abreast of company policies and procedures, promotional campaigns and regulatory compliance related to job functions.
• Perform other duties, as assigned.

Skills

Values Based

Trust Building

Communication

Problem Solving

Analytical

Adaptability

Education

High school diploma or equivalent

Job description

Excite Credit Union in Wilmington, NC seeks a Financial Services Representative I to deliver exceptional member service, process transactions accurately, and promote credit union products.

You will balance cash, handle negotiable items, refer to specialists, support opening/closing duties, and maintain compliance while building member relationships. This role requires integrity and teamwork in a fast-paced retail environment with travel among branches.