Member Services & Financial Guidance Specialist

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

Job summary

Self-Help-Inc is hiring a Member Service Representative in Rosman, NC to deliver friendly member service, process transactions, and maintain accurate accounts. You will support branch operations, open new memberships, and promote credit union products while ensuring compliance and security.

The role requires strong communication, attention to detail, and the ability to work evenings/weekends as needed. Prior cash handling and customer service experience are preferred for this nonprofit

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.
• Preference for teamwork and collaboration.

Responsibilities

• Initiate and lead conversations to identify and assess member needs.
• Process share deposit payments, loan payments, manual payrolls, and account transfers.
• Open new membership accounts and assess for accuracy and compliance.
• Promote credit union products and services.
• Maintain base knowledge of consumer and mortgage loans to refer products.

Skills

Customer service

Cash handling

Bilingual English/Spanish

Education

High School diploma

Tools

New Solutions

Microsoft Excel

Word

Outlook

Job description

Self-Help-Inc is hiring a Member Service Representative in Rosman, NC to deliver friendly member service, process transactions, and maintain accurate accounts. You will support branch operations, open new memberships, and promote credit union products while ensuring compliance and security.

The role requires strong communication, attention to detail, and the ability to work evenings/weekends as needed. Prior cash handling and customer service experience are preferred for this nonprofit