Member Services Specialist – Financial Services

SECU; Salisbury (MD); On-site; USD 25,000 - 33,000; Full time

Job summary

SECU in Maryland is seeking a Member Services Representative to assist members with accounts, cash handling, and product information. The role includes opening accounts, processing wires, notary services, and balancing cash drawers.

You will educate members, refer Financial Advisory Services, and participate in community events. Candidates should have strong communication, dependability, and a 2-year SECU experience preferred.

Qualifications

• Must have high school diploma or GED.
• Strong verbal and written communication skills.
• Self-motivated, dependable, and able to problem solve.
• Active listener with the ability to build member confidence and trust.
• Demonstrated proficiency in all aspects of the Assoc MSR role.
• Minimum of 2 years of SECU or related experience preferred.
• Excellent balancing record with no gross violations in the past 6 months.
• Complete the Core Module Program within 12 months of hire.

Responsibilities

• Greet and assist members in person, over the phone, and online.
• Balance the cash drawer and process transactions accurately.
• Open and maintain accounts, including tax-advantaged accounts.
• Process wires, notary services, and foreign currency as needed.
• Provide quality referrals to Financial Advisory Services.
• Attend community events to represent SECU.

Skills

Communication

Problem Solving

Active Listening

Self-motivation

Dependability

Education

High School Diploma

Bachelor’s degree

CCUE Certification

Associate degree

Tools

CXone

Job description

SECU in Maryland is seeking a Member Services Representative to assist members with accounts, cash handling, and product information. The role includes opening accounts, processing wires, notary services, and balancing cash drawers.

You will educate members, refer Financial Advisory Services, and participate in community events. Candidates should have strong communication, dependability, and a 2-year SECU experience preferred.