Member Services Representative / Credit Union Teller

Self-Help Credit Union is seeking a Member Service Representative to join our Brevard, NC team. The Member Service Representative (MSR) works with credit union members to meet financial service needs through processing transactions and suggesting new products or services. The MSR delivers high-level customer service, accurate and efficient processing of member transactions, promoting products and services, and resolving member account issues. The MSR makes modifications to accounts, adds account services, opens new accounts, and performs those functions according to the policies and guidelines of the credit union in a friendly, helpful manner. This is a great front-line representative role with a mission-driven credit union.

Essential Responsibilities

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member services.
• 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 in order 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.
• Open, close and balance their 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 requirements of the 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.
• May respond to electronic requests submitted by members and/or perform outbound calls to members in a professional prompt, efficient and accurate manner.
• Perform other duties and projects as assigned.

Credentials, Experience, and Skills

• High School graduate or equivalent.
• One to three years’ experience in financial institution or other customer service industry preferred.
• Preference for working in organizations that place priority on teamwork and collaboration.
• Prior cash handling and customer service responsibilities preferred.
• 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 train 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.

Compensation

Competitive nonprofit compensation with a minimum salary of $18 per hour, based on experience, plus a generous benefits package.

Application

Visit our Careers Page to apply for this position. This position will remain posted until filled.

About Us

Self-Help Credit Union was chartered in 1983 to build a network of branches that partner with working families and communities often underserved by the financial marketplace. With over $1.6 billion in assets and serving more than 92,500 members in 32 branches - six in Florida, 22 in North Carolina, three in South Carolina, and one in Virginia - Self-Help Credit Union is one of the fastest-growing community development financial institutions in the country. It is part of the Self-Help family of non-profit organizations whose collective mission is to create and protect ownership and economic opportunity for all. For over 41 years, the national Center for Community Self-Help and its affiliates have provided more than $11 billion in financing to help over 198,000 people buy homes, start and grow businesses, and build wealth. For more information, please visit www.self-help.org.

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.