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SECU · 3 weeks ago

Associate Member Services Representative

Charlotte-University City Blvd

Full-time

Onsite

New Grad, Entry Level

State Employees Credit Union (SECU) is inviting motivated individuals to join their team as Associate Member Services Representatives. This entry-level position focuses on providing exemplary member service, performing routine branch duties, and ensuring compliance with Credit Union policies and procedures.

AccountingBankingFinancial Services

Responsibilities

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 in accordance with Performance Measurement Criteria standards

Adhere to 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

Answer phones and assist members with service requests

Operate a drive-through window as needed

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

Evaluate daily mobile and automated teller machine check deposits

Help verify and prepare cash delivery and shipments

Interact with other departments to facilitate member request

Organize, file and scan documents daily

Process foreign and domestic wire transfers

Help order and return foreign currency

Troubleshoot problems with member accounts, cards, and on-line access including processing disputes

Review and take appropriate action on negative checking, NSFB, and Share Below $25 report

Begin learning to open basic accounts while following MIP procedures for existing members including share, money market, checking, and Share Term Certificates with experienced MSR/MSO supervision

Learn CXone and be able to assist MSS as requested

Begin obtaining basic knowledge of Financial Advisory and Real Estate products and services offered by SECU (i.e., insurance, retirement planning, investment services, trust, and mortgage services) and provide referrals as needed

Maintain daily and monthly records for various reports – i.e., return items, forgeries

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

Participate in additional training and continuing education to enhance knowledge of branch operations

Regular attendance and punctuality are mandatory

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

Qualification

Member serviceCommunication skillsCash managementProblem-solving skillsBasic accounting knowledgeTeamworkAttention to detail

Required

Must have high school diploma or GED equivalent

Consistently demonstrates SECU's Core Values

Must possess an aptitude for meeting people and developing member confidence, respect, and trust in the Credit Union

Must have good communication skills, both verbal and written

Must have good problem-solving skills

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

Preferred

Bachelor's degree

CCUE Certification

Associate of Arts degree

Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP)

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