Member Services Representative

Self-Help Services Corp; Connecticut; On-site; USD 35,000 - 50,000; Full time

Job summary

Self-Help Services Corp is seeking a Member Service Representative/Teller in Franklin, CT. This role requires initiating conversations to assess member needs and providing excellent service to maintain customer relationships.

Ideal candidates will have a high school diploma, at least one year of customer service experience, and strong communication skills. The position involves cash handling, account management, and may require flexible hours, including evenings and weekends.

Qualifications

• Minimum one year experience in financial institution or customer service industry preferred.
• Preference for teamwork and collaboration.
• Ability to work flexible hours including evenings and weekends.

Responsibilities

• Initiate and lead conversations to assess member needs.
• Maintain and enhance member account relationships.
• Process share deposit payments and account transfers.

Skills

Customer service skills

Cash handling

Effective communication

Attention to detail

Analytical skills

Education

High School graduate or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

New Solutions software

Job description

About the Company

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

Position Summary

Member Service Representative/Teller – Franklin, CT. Initiate and lead conversations to identify and assess member needs and maintain and enhance member account relationships by providing excellent member service.

Responsibilities

• 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.
• Maintain drawer cash levels within prescribed amounts.
• Post and log night, ATM, and mail deposits (Part of dual-control team).
• Perform other duties and projects as assigned.

Qualifications

• High School graduate or equivalent.
• Minimum one year experience in financial institution or other customer service industry preferred.
• Prior cash handling and customer service responsibilities preferred.
• Preference for working in organizations that place priority on teamwork and collaboration.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Excellent customer service skills.
• Demonstrated ability to communicate effectively – both verbally and in writing.
• Ability to be trained and efficiently operate credit union systems and proprietary software, including New Solutions, Microsoft Excel, Word, and Outlook.
• Ability to work flexible work hours including evenings and weekends.
• May be required to travel to cover other branches.
• Keen attention to detail, ability to effectively organize and prioritize work.
• Analytical and problem‑solving skills.
• Ability to use keyboard and data entry skills.

Equal Employment Opportunity

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Company Disclaimer: Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.