Member Services Specialist - Drive Financial Access & Impact

Self-Help; Rosman (NC); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Generous benefits package

Job summary

Self-Help is seeking a Member Service Representative to join our team in the United States. The role emphasizes top‑tier member service, cash handling, and the ability to speak English and Spanish when needed.

You will process deposits and payments, maintain accounts, promote services, and help achieve branch growth while ensuring compliance and security. Flexible hours may be required to support the branch.

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.
• Prior cash handling and customer service responsibilities preferred.
• Preference for teamwork and collaboration.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Excellent customer service skills.
• Demonstrated ability to communicate effectively—verbally and in writing.
• Ability to operate credit union systems and proprietary software.

Responsibilities

• Initiate and lead conversations to identify member needs.
• Maintain and enhance member account relationships with excellent service.
• Process share deposits, loan payments, payrolls, and transfers.
• Disburse cash and check withdrawals.
• Complete transactions accurately within prescribed limits or seek approval.
• Open new membership accounts and ensure accuracy and compliance.
• Research and respond to inquiries about services and accounts.
• Promote credit union products and services.
• Refer loan products to appropriate departments.
• Achieve individual and branch growth goals.
• Identify solutions to support member needs.
• Observe security and internal controls to prevent fraud.
• Back up MSR II responsibilities when needed.
• Assist with translations if required.

Skills

Customer service

Cash handling

Bilingual English/Spanish

Teamwork

Education

High School diploma or equivalent

Tools

New Solutions

Excel

Word

Outlook

Job description

Self-Help is seeking a Member Service Representative to join our team in the United States. The role emphasizes top‑tier member service, cash handling, and the ability to speak English and Spanish when needed.

You will process deposits and payments, maintain accounts, promote services, and help achieve branch growth while ensuring compliance and security. Flexible hours may be required to support the branch.