Part Time-Branch

SECU; Lenoir (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

SECU in North Carolina seeks a branch associate to greet members, open and maintain accounts, and process daily transactions. You will educate members on available services and handle cash, vault, and ATM operations with accuracy.

The role requires strong communication, confidentiality, and a customer‑oriented approach in a fast-paced environment, including occasional drive-through duties. Training and reliability are essential.

Qualifications

• High level of self-control, self-confidence, good basic mathematical skills, organizational and communication skills, positive attitude and neat appearance.
• Fast-paced environment – must use sound judgment and work well under pressure.
• Willingness to engage in ongoing training and professional development.
• Should have basic computer skills.
• Attendance as scheduled is required.
• Must speak English fluently.
• Must cooperate and collaborate with co-workers.
• Must be cordial in all interactions with members and co-workers.
• Must adhere to schedule and attendance policy.

Responsibilities

• Handle establishment of new membership, open all accounts, and process changes in accounts.
• Educate members on available services and make recommendations based on needs.
• Key all required transactions into the Margo system and balance cash drawer.
• Balance the vault, ATM, TCD and coin sorter.
• Operate drive-thru window as needed.
• Keep daily and monthly records of vault control, returned checks, Visa gift cards, theme park tickets, forgeries, and coin sorter.
• Prepare, order, and verify cash delivery and shipment weekly.
• Assist members with account problems and reconciliations.
• Grant advances on credit cards, lines and HELOCs with officer approval.
• Answer phone, file paperwork, scan documents, and perform other clerical duties.
• May begin training in other areas of branch operations.
• Other duties as assigned.

Skills

Customer service

Communication

Attention to detail

Mathematical skills

Confidentiality

Professionalism

Teamwork

English fluency

Self-control

Organizational skills

Tools

Margo system

Image System

Adding machine

Job description

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.

Duties

• 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 the following 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.
• 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.

Job Environment

Office setting with physical proximity to other employees. Some background noise from other employees, copy machine, and telephone.

Physical Demands

• Uses hands and fingers to lift telephone receiver to answer incoming calls and transfer such calls to appropriate destination.
• Uses hands and fingers to press keys on adding machine to add information for member transactions.
• Uses hands and fingers to press keys on a computer keyboard to enter data and retrieve information.
• Sits 80%, stands 10%, and walks 10% of the time.
• Must communicate clearly to answer members questions and to describe member services.
• Must listen intently to members questions and concerns in order to facilitate quality service.
• Visual acuity is necessary in completing forms for members such as check order forms, deposit and withdrawal slips, savings documentation, etc.
• May order supplies for the branch using computer terminal.
• Maintains manual cash drawer, counting currency daily to balance cash drawer.
• May climb stairs when branch is located on multiple levels.
• Must be able to comprehend and carry out verbal and written instructions.
• Must be able to lift 5 pounds.

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.