Member Services Specialist: Transactions & Financial Guidance

SECU; United States; On-site; USD 25,000 - 33,000; Full time

Job summary

SECU is seeking a Member Services Representative to assist members with account maintenance, opening accounts, and balance a cash drawer across channels. The role involves guiding members on products and services, performing notary services, and supporting community engagement.

A strong communication, problem-solving, and high school diploma are required. Responsibilities include processing wires, currency exchange, and safe deposit operations, while ensuring confidentiality and adherence to

Qualifications

• High school diploma or GED required.
• Excellent verbal and written communication skills.
• Minimum 2 years SECU or related experience preferred.
• Strong balancing record with no gross balancing violations in last 6 months.
• Completion of quarterly training and core module program within 12 months.
• Ability to problem solve and exercise good judgement.
• Active listener and effective communicator.

Responsibilities

• Process account maintenance and opening for new members.
• Handle tax-advantaged accounts, wire transfers, currency exchanges.
• Provide Notary Public services as requested.
• Assist members via in-person, phone, and digital channels.
• Balance cash drawer and vault; process deposits.
• Educate members on products and refer financial services.
• Attend community events to promote SECU.
• Maintain records and documents daily.

Skills

Customer service

Communication

Problem solving

Active listening

Self-motivation

Dependability

Teamwork

Education

High school diploma or GED

Bachelor’s degree / CCUE / Associate (preferred)

Tools

OnBase

CXone

Job description

SECU is seeking a Member Services Representative to assist members with account maintenance, opening accounts, and balance a cash drawer across channels. The role involves guiding members on products and services, performing notary services, and supporting community engagement.

A strong communication, problem-solving, and high school diploma are required. Responsibilities include processing wires, currency exchange, and safe deposit operations, while ensuring confidentiality and adherence to