Member Services Specialist — Banking & Accounts Expert

SECU; Apex (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

SECU invites applications for a Member Services Representative to assist members with transactions and account openings in a branch setting. You will communicate product information, answer questions, and help maintain cash accuracy while upholding security and confidentiality.

The role requires strong communication, dependable performance, and the ability to educate members on SECU products and services. Community engagement and ongoing training are encouraged.

Qualifications

• Must have high school diploma or GED equivalent.
• Aptitude for meeting people and developing member confidence, respect, and trust in the Credit Union.
• Excellent communication skills, both verbal and written.
• Self-motivated and dependable.
• Demonstrated problem-solving ability and good judgment.
• Active listening and effective communication with members.

Responsibilities

• Comply with Credit Union policies and regulatory requirements.
• Balance cash drawer and process transactions accurately.
• Greet and assist members in person, over the phone, and online.
• Open and maintain member accounts and related transactions.
• Process deposits, withdrawals, wire transfers, and other service requests.
• Educate members on products and services and provide referrals when appropriate.
• Coordinate with other departments to fulfill member requests.

Skills

Communication skills

People skills

Active listening

Problem solving

Dependability

Core values

Customer service

Education

High school diploma or GED

Bachelor’s degree or CCUE Certification or Associate degree preferred

Tools

OnBase

CXone

Core banking systems

Job description

SECU invites applications for a Member Services Representative to assist members with transactions and account openings in a branch setting. You will communicate product information, answer questions, and help maintain cash accuracy while upholding security and confidentiality.

The role requires strong communication, dependable performance, and the ability to educate members on SECU products and services. Community engagement and ongoing training are encouraged.