Part Time - Branch

State Employees' Credit Union; Butner (NC); On-site; USD 32,000 - 40,000; Full time

Job summary

State Employees' Credit Union in North Carolina welcomes motivated individuals who share our People Helping People philosophy to join our team as a member service representative. This role focuses on providing exemplary member service through all channels, handling cash, account openings, and inquiries.

You will greet members, educate them on SECU services, process transactions in the Margo system, balance drawers, and support branch operations.

Qualifications

• Strong communication and organizational skills.
• Able to work in fast-paced environment and under pressure.
• Willing to participate in ongoing training.
• Proficient in basic computer skills.
• Must speak English fluently.

Responsibilities

• Establish new membership and open all accounts.
• Educate members on services and recommend based on needs.
• Enter transactions into the Margo system and balance cash drawer.
• Balance vault, ATM, TCD and coin sorter.
• Operate drive-thru window as needed.
• Maintain daily/monthly reports and records.
• Assist members with account problems and reconciliations.
• Answer phones and perform clerical duties.
• May train in other areas of branch operations.
• Other duties as assigned.

Skills

Communication skills

Mathematical skills

Organizational skills

English fluency

Tools

Image System

Margo system

Job description

Overview

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! PURPOSE: To provide exemplary member service through all delivery channels, handle functions such as cash box management, account opening and maintenance, phone inquiries, safe deposit boxes, and all other services as needed. DIMENSIONS: This person greets members and responds to their needs or directs them to the appropriate person, department or source. Dispenses information about various types of accounts and other Credit Union services. Members compose a cross section of our community and require people-oriented employees with patience, enthusiasm, professionalism, confidentiality, maturity, and good communication skills.

Responsibilities

• Handle establishment of new membership, open all accounts, and process changes in accounts.
• Educate members on available services and make recommendations based on their needs.
• Key all required transactions into the Margo system and balance cash drawer with accuracy.
• Balance the vault, ATM, TCD and coin sorter.
• Operate drive-thru window as needed.
• Keep daily and monthly records of reports: vault control, returned checks, Visa gift cards, theme park tickets, forgeries, and coin sorter.
• Prepare, order, and verify cash delivery and shipment once a week.
• Assist members with account problems, checking reconciliations, or errors in transactions.
• Grant subsequent advances on existing credit cards, open lines and home equity lines of credit — consult with an approving officer prior to advance.
• Answer phone, file paperwork, scan documents into Image System, and perform other clerical duties as needed.
• May begin training in other areas of branch operations as needed.
• Other duties as assigned.

Requirements

• Should possess a high level of self-control, self-confidence, good basic mathematical skills, good organizational and communication skills, positive attitude, and neat appearance.
• Fast-paced environment – must be able to use sound judgment when making decisions and work well under pressure.
• Must be willing to engage in ongoing training and professional development.
• Other training and education as required by management.
• Should have basic computer skills.
• Attendance in accordance with assigned schedule is required.
• Must be able to speak English fluently.
• Must be able to cooperate and collaborate with co-workers.
• Must be cordial in all interactions with members and co-workers.
• Must adhere to the work schedule and attendance policy established by manager.

Environment & Physical Demands

• Office setting with proximity to other employees; some background noise from copy machines and phones.
• Uses hands and fingers to operate telephones, adding machines, computer keyboard, and other office equipment.
• Sits ~80%, stands ~10%, and walks ~10% of the time.
• Must be able to lift up to 5 pounds and climb stairs if the branch is on multiple levels.
• Visual acuity necessary for completing forms and processing documents.

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need. State Employees' Credit Union is a not-for-profit, member-owned financial cooperative with a "Do the Right Thing" mission and a goal of helping people in our community. SECU values the differences in our staff and in our North Carolina communities. We believe that embracing the uniqueness of individuals makes our cooperative stronger, more innovative and better able to serve SECU members.