Part Time-Branch

State Employees' Credit Union; Wilson (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

State Employees' Credit Union is hiring at our Wilson, NC location for a member services role. You will greet members, open and maintain accounts, and handle transactions using the Margo system while balancing cash and vault operations.

The role emphasizes strong communication, professional conduct, and a willingness to train across branch operations to serve SECU members effectively.

Qualifications

• Demonstrates self-control and positive attitude under pressure.
• Strong math, organizational and communication skills.
• Willingness to engage in ongoing training and professional development.
• Ability to work with minimal supervision and respect schedules.

Responsibilities

• Process new memberships and open accounts with accuracy.
• Educate members on services and tailor recommendations.
• Enter transactions in the Margo system and balance cash drawer.
• Balance vault, ATM, coin sorter and related reports.
• Operate drive-thru window when needed.
• Assist with account problems and reconciliations; support branch tasks.

Skills

Customer service

Cash handling

Communication skills

Attention to detail

Professionalism

English fluency

Tools

Margo system

ATM operations

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.
• 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.

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.

Disclaimer

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.