Member Services Representative

Harvard University; Cambridge (MA); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Paid time off

Health insurance

Retirement plans

Tuition assistance

Commuter benefits

Job summary

Harvard University seeks a Member Services Representative to perform a comprehensive set of MSR duties. You will handle deposits, withdrawals, loan payments, and ACH while balancing the teller drawer and overseeing branch settlement at Harvard FCU locations.

You’ll open and maintain savings and checking accounts, assist with international wire transfers, and contribute to cross-selling Harvard FCU products. The role is on-site with travel across Boston, Cambridge, and Somerville branches.

Qualifications

• High school diploma and at least one year of cash handling experience.
• Strong customer service and problem-solving skills.
• Willingness to travel to all Harvard branch locations in Boston, Cambridge, and Somerville.

Responsibilities

• Process deposits, withdrawals, loan payments, and ACH transactions.
• Balance daily teller drawer and oversee branch settlement processes.
• Open savings, checking accounts, and certificates, including IRA transfers.
• Cross-sell Harvard FCU products and provide excellent member service.
• Assist with wire transfers and foreign currency transactions as needed.

Skills

Customer service

Communication

Cash handling

Problem solving

Interpersonal skills

Computer skills

Education

High school diploma

Job description

Company Description

By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.

Why join Harvard University Central Administration?

Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high-quality and efficient services to the schools to help them achieve their goals.

Job Description

At Harvard FCU, we believe a brighter world is possible, and that together, we can all help create it. That’s why, since 1939, we’ve helped our members build a strong financial future so they can make an impact in life, wherever it may lead. From students to professionals, from in-branch to online, from new beginnings to lifetime milestones, from Harvard Square to around the world, we deliver the accessible financial tools and resources everyone, everywhere needs to thrive. By coming together to serve, equip, and empower people to make a positive impact in their lives and communities, we’re helping build a more prosperous world for all. Join us!

Harvard FCU:https://harvardfcu.org/

Job-Specific Responsibilities:

Responsible for a comprehensive array of Member Services Representative (MSR) duties:

• Processes;
  • transactions: deposits, withdrawals, loan payments, etc.
  • stop payments on teller checks, personal checks, and ACH.
  • all consumer loan applications/ability to disburse loans/setup loan payments/order coupon payment books.
• Balances daily teller drawer and cash recyclers. Oversees all aspects of daily branch settlement.
• Orders/sells cash and balances the vault.
• Handles basic member issues, complaints, and counsels members with specific requests or refers to Senior Member Service Representative or manager as appropriate.
• Sells money orders and processes cash advances.
• Payroll maintenance/schedules payments and transfers/ACH Originations.
• Opens savings and checking accounts/certificates/IRA accounts, including the processing of IRA transfers and rollovers.
• Assists;
  • members with domestic and international wire transfers.
  • with the daily balancing of the ATM terminals.
• Completes deposit verifications, address changes, and other written inquiries.
• Foreign currency sales and check collection.
• Services the coin machine.
• Provides branch telephone coverage for incoming calls promptly and professionally.
• Maintains a neat and clean workstation and assists in maintaining the overall Branch appearance.
• Primary resource for tellers in resolving problems, maintaining quality level of member service, and increasing sales of Harvard FCU products and services through referrals.

Responsible for maintaining comprehensive job knowledge:

• To develop and maintain a high level of knowledge of Harvard FCU accounts and services to assist in the cross-selling of appropriate products and services to meet members’ needs
• Successful completion of in-house training sessions and other recommended training programs
• Develops and maintains a comprehensive working knowledge of all Credit Union systems utilized by the Retail Group
• Completes required annual training for Bank Secrecy Act (BSA), responsible for accurately completing Currency Transaction Reports (CTRs), adhering to the Customer Identification Program (CIP) Policy, reporting suspicious activity to the BSA Officer, performing Office of Foreign Assets Control (OFAC) inquiries, and Branch Robbery Procedures.

The above is a description of the ordinary duties of this position. It is expected that occasionally other duties, both related and unrelated to the above, will be assigned and therefore required.

Qualifications

Basic Qualifications:

Basic Qualifications are the minimum requirements a candidate must meet to be considered for this role.

• High school diploma and a minimum of one year of relevant training and cash handling experience.

Additional Qualifications and Skills:

The following qualifications are strongly preferred. If you meet somebut not all of the criteria, you are still encouraged to apply; we value employees who are willing to learn.

• Proven customer service skills and the ability to problem solve.
• Outgoing personality with excellent interpersonal, communication, and computer skills.
• Position requires occasional early Saturday hours on a rotational basis, or when business needs warrant, sometimes on short notice. Attendance at late meetings or events may also be required.
• Must be willing to travel to all branch locations in Boston, Cambridge, and Somerville.
• Comfortable working in the diverse and multicultural environment of Harvard University and affiliate organizations.

Additional Information

Standard Hours/Schedule:

• 35 hours per week, with occasional Saturday mornings on rotation.
• This position is fully on-site at One Brigham Circle, Boston.
• Must be willing to travel to all branch locations in Boston, Cambridge, and Somerville.

Visa Sponsorship Information:

• Harvard University is unable to provide visa sponsorship for this position

Pre-Employment Screening:

• Credit, Criminal, Education, Identity, Prohibited Parties (OFAC - Office of Foreign Assets Control).

Other Information:

• Please provide a cover letter and resume in one document with your application.
• This position has a 90-day orientation and review period.

Work Format Details:

• This position is based primarily on-campus, in Massachusetts.
• Position may require travel to all branch locations in the Cambridge, Boston, and Somerville areas.
• This may include in-person work during emergency situations (if applicable).
• Additional details will be discussed during the interview process.
• Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.

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Work Format Details:

This position has been determined by school or unit leaders that all duties and responsibilities must be performed at a Harvard or Harvard-designated location. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.

Salary Grade and Ranges:

This position is salary grade level 052. Please visit Harvard's Salary Ranges to view the corresponding salary range and related information.

Benefits:

Harvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:

• Generous paid time off including parental leave
• Medical, dental, and vision health insurance coverage starting on day one
• Retirement plans with university contributions
• Wellbeing and mental health resources
• Support for families and caregivers
• Professional development opportunities including tuition assistance and reimbursement
• Commuter benefits, discounts and campus perks

Learn more about these and additional benefits on our Benefits & Wellbeing Page.

EEO/Non-Discrimination Commitment Statement:

Harvard University is committed to equal opportunity and non-discrimination. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.

Harvard has an equal employment opportunity policy that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's non-discrimination policy. Harvard's equal employment opportunity policy and non-discrimination policy help all community members participate fully in work and campus life free from harassment and discrimination.