Member Services Specialist: Notary, Accounts & Advisory Referrals

SECU; Leland (NC); On-site; USD 34,000 - 48,000; Full time

Job summary

SECU in North Carolina is seeking a Member Services Representative to handle branch operations, explain products, open accounts, and assist members across in-person, phone, and digital channels. This role requires strong communication, accuracy in cash handling, and ability to educate members about financial services such as loans, insurance, and investments.

Training and community engagement are part of the job.

Qualifications

• High school diploma or GED required.
• Excellent communication and listening skills.
• Ability to educate members and recommend products.
• Must balance cash drawers and handle transactions.
• Willingness to complete required training within 12 months.

Responsibilities

• Process deposits, withdrawals, and account openings.
• Open and maintain tax-advantaged accounts.
• Process wire transfers and foreign currency.
• Provide Notary Public services as requested.
• Greet members and assist via multiple channels.
• Balance vaults, ATMs, and cash dispensers.
• Coordinate with other departments to fulfill member requests.

Skills

Customer service

Effective communication

Problem solving

Active listening

Cash handling

Education

High School Diploma or GED

Bachelor’s degree

CCUE Certification

Tools

OnBase

CXone

Online Banking

Notary Tools

Job description

SECU in North Carolina is seeking a Member Services Representative to handle branch operations, explain products, open accounts, and assist members across in-person, phone, and digital channels. This role requires strong communication, accuracy in cash handling, and ability to educate members about financial services such as loans, insurance, and investments.

Training and community engagement are part of the job.