Temporary Member Services Representative

Self-Help Credit Union; Wilson (NC); On-site; USD 31,684 - 37,195; Full time

Job summary

Self-Help Credit Union in Wilson, NC is seeking a friendly Member Service Representative to initiate conversations, manage member accounts, process deposits and payments, and promote credit union products.

You will handle cash, balance drawers, and ensure compliance with Bank Secrecy Act and AML. Bilingual English/Spanish is preferred; flexible hours including evenings and weekends; prior cash handling and customer service experience a plus.

Qualifications

• High School graduate or equivalent.
• Bilingual in English/Spanish highly preferred but not required.
• Minimum one year experience in financial institution or other customer service industry preferred.
• Prior cash handling and customer service responsibilities preferred.
• Preference for working in organizations that place priority on teamwork and collaboration.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Excellent customer service skills.
• Demonstrated ability to communicate effectively – both verbally and in writing.
• Ability to be trained and efficiently operate credit union systems and proprietary software, including proprietary software (New Solutions, Microsoft Excel, Word, and Outlook).
• Ability to work flexible work hours including evenings and weekends.
• May be required to travel to cover other branches.
• Keen attention to detail, ability to effectively organize and prioritize work.
• Analytical and problem-solving skills.
• Ability to use keyboard and data entry skills.

Responsibilities

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member service.
• Process share deposit payments, loan payments, manual payrolls, and account transfers.
• Disburse cash and check withdrawals.
• Complete member transactions accurately and timely within prescribed limits and guidelines or seek approval for exceptions.
• Open new membership accounts and assess for accuracy and compliance.
• Research and address member inquiries about credit union services and accounts.
• Perform account maintenance as authorized.
• Promote credit union products and services.
• Maintain base knowledge of consumer and mortgage loans to effectively refer loan products to the consumer and mortgage loan departments. Perform outbound calls to members as needed.
• Achieve individual and branch growth goals.
• Identify solutions in support of member needs.
• Observe all security/internal controls and be proactive in protecting the credit union by identifying fraudulent or forged documentation and/or activity.
• Serve as back up to MSR II responsibilities when needed.
• Cash handling and balancing: open, close and balance own cash drawer daily; maintain drawer cash levels within prescribed amounts; post and log night, ATM and mail deposits (part of dual-control team).
• Adhere to general regulatory procedures including Bank Secrecy Act and Anti-Money Laundering rules.
• Accurate balancing within established time frames.
• Assist with branch self-assessments as may be assigned.
• Participate in branch business development and outreach activities.
• Respond to electronic requests submitted by members and/or perform outbound calls to members in a professional, prompt, efficient and accurate manner.
• May be called upon to assist with translation, if needed.
• Perform other duties as may be deemed necessary.

Skills

Customer service

Communication skills

Teamwork

Attention to detail

Analytical thinking

Data entry

Bilingual English/Spanish

Cash handling

Adaptability

Time management

Education

High School diploma

Tools

New Solutions

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Overview

WHO We Are: Self-Help started in 1980 with a focus on economic inequality, especially in communities that have faced systemic barriers in building wealth. We’re committed to economic justice and to creating and protecting ownership and economic opportunity for all communities.

Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level, regardless of demographics, income, or wealth. Since our founding, we’ve pursued greater economic justice by providing fair and affordable loans and working with partners to advocate for just policies.

What You’ll Do

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member service.
• Process share deposit payments, loan payments, manual payrolls, and account transfers.
• Disburse cash and check withdrawals.
• Complete member transactions accurately and timely within prescribed limits and guidelines or seek approval for exceptions.
• Open new membership accounts and assess for accuracy and compliance.
• Research and address member inquiries about credit union services and accounts.
• Perform account maintenance as authorized.
• Promote credit union products and services.
• Maintain base knowledge of consumer and mortgage loans to effectively refer loan products to the consumer and mortgage loan departments. Perform outbound calls to members as needed.
• Achieve individual and branch growth goals.
• Identify solutions in support of member needs.
• Observe all security/internal controls and be proactive in protecting the credit union by identifying fraudulent or forged documentation and/or activity.
• Serve as back up to MSR II responsibilities when needed.
• Cash handling and balancing: open, close and balance own cash drawer daily; maintain drawer cash levels within prescribed amounts; post and log night, ATM and mail deposits (part of dual-control team).
• Adhere to general regulatory procedures including Bank Secrecy Act and Anti-Money Laundering rules.
• Accurate balancing within established time frames.
• Assist with branch self-assessments as may be assigned.
• Participate in branch business development and outreach activities.
• Respond to electronic requests submitted by members and/or perform outbound calls to members in a professional, prompt, efficient and accurate manner.
• May be called upon to assist with translation, if needed.
• Perform other duties as may be deemed necessary.

What You’ll Need

• High School graduate or equivalent.
• Bilingual in English/Spanish highly preferred but not required.
• Minimum one year experience in financial institution or other customer service industry preferred.
• Prior cash handling and customer service responsibilities preferred.
• Preference for working in organizations that place priority on teamwork and collaboration.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Excellent customer service skills.
• Demonstrated ability to communicate effectively – both verbally and in writing.
• Ability to be trained and efficiently operate credit union systems and proprietary software, including proprietary software (New Solutions, Microsoft Excel, Word, and Outlook).
• Ability to work flexible work hours including evenings and weekends.
• May be required to travel to cover other branches.
• Keen attention to detail, ability to effectively organize and prioritize work.
• Analytical and problem-solving skills.
• Ability to use keyboard and data entry skills.

Ability To Demonstrate Self-Help's Core Values

• Mission Before Self
• Service with Excellence
• Embracing & Promoting Change
• Results Not Credit
• Diversity as a Strength
• Financial Sustainability for Mission Impact

Compensation

Compensation rate starting: $23.00

Competitive nonprofit compensation, based on experience, plus a generous benefits package. Compensation ranges for each position are based on local market rates and will be determined by geography, role, and experience.

Physical Requirements / Work Environment

• Close vision is required.
• Employee is regularly required to sit, talk and hear; use hands to finger, handle or feel; and reach with hands and arms.
• Employee is frequently required to type and use a keyboard.
• The employee must occasionally lift and/or move up to 20 to 40 pounds.

If you are interested in who we are and what we do, have a strong desire to work in an organization that places a high priority on teamwork and collaboration, and are interested in helping create economic opportunity for all – this is the place for you.

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Disclaimer

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.