Apply on Employer Site

SECU · 5 hours ago

Senior Member Services Representative

Leland

Full-time

Onsite

Mid, Senior Level

4+ years exp

State Employees Credit Union is committed to the philosophy of "People Helping People," and they are seeking a motivated Senior Member Services Representative. This role involves training other employees, resolving member complaints, and ensuring compliance with credit union policies while providing excellent service to members.

AccountingBankingFinancial Services

Responsibilities

Prepare, order, and verify cash delivery and shipments

Demonstrate the ability to resolve problems across all delivery channels and independently utilize critical thinking

Review and take appropriate action on various reports

Provide employee support in resolving member and procedural problems

Research and resolve member complaints

Assist in the supervision of the Member Services Representative area including ensuring credit union policy and regulatory compliance

Coordinate the daily balancing of the vault, automated teller machines, teller cash dispenser, coin sorter and mobile deposits at the direction of the Member Services Manager

Comply with all Credit Union policies and regulatory requirements

Ensure all member information remains confidential and members’ accounts are accessed for business purposes only

Follow all security and control procedures

Serve members by processing transactions in the appropriate system and balancing a cash drawer

Thorough understanding of SECU Check Acceptance Guidelines and Hold procedures

Greet and assist members in a courteous, professional, and timely manner through all service channels – in-person, phone, and digital communication

Operate a drive-through window as needed

Balance the vault, automated teller machines, teller cash dispenser, and coin sorter

Interact with other departments to facilitate member requests

Organize, file and scan documents daily

Proficiency in account maintenance and opening all account types for new members while following Member Identification Procedures

Open and process maintenance on tax advantaged accounts, process foreign and domestic wire transfers, redeem savings bonds, and help order and return foreign currency

Maintain a current and comprehensive knowledge of credit union products and services

Knowledgeable in basic Financial Advisory and Real Estate Services and able to provide quality referrals

Establish and facilitate member safe deposit box access

Obtain and execute Notary Public services as requested by management

Engage with community as requested by management

Exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor

Participate in additional training and continuing education

Regular attendance and punctuality are mandatory

Complete additional tasks assigned by management and other administrative duties as needed

Qualification

Branch operational proceduresMember services experienceCritical thinkingNotary Public servicesFinancial Advisory knowledgeEffective communicationTime managementTeam collaboration

Required

Must have high school diploma or GED equivalent

Demonstrated ability to work independently and as part of a team

Excellent critical thinking and problem-solving skills

Effective listener and communicator

Effective with time management

Must complete the Credit Unions Core Module Program within 12 months of hire date as a condition of employment

Preferred

Bachelor's degree, or Certified Credit Union Executive Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP)

Minimum of 4 years directly related experience strongly preferred

Company

SECU

Glassdoor3.4

Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App.

Founded in 1937

Raleigh, North Carolina, USA

5001-10000 employees