SECU · 2 weeks ago
Associate Member Services Officer
Weaverville
Full-time
Onsite
New Grad, Entry LevelState Employees Credit Union is seeking an Associate Member Services Officer to join their team. This entry-level position provides foundational knowledge of branch operations and involves delivering exemplary member service through various channels, including handling inquiries and supporting account management.
AccountingBankingFinancial Services
Responsibilities
Attend Excel and Elevate – New Employee Training (E&E)
Comply with all Credit Union policies and regulatory requirements
Ensure all member information remains confidential and members’ accounts are accessed for business purposes only
Security and control procedures must be followed by all branch employees
Attain basic knowledge of how to serve members with running 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
Obtain and execute Notary Public services as requested by management
Interact with other departments to facilitate member requests
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
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
Learn safe deposit procedures and assist members with accessing their boxes with the assistance of an experienced MSR/MSO
Begin obtaining basic knowledge of all consumer lending and credit card products and services
Begin learning how to perform subsequent advances on existing open and home equity lines of credit
Contact members and document efforts regarding deposit and/or loan collection reports as directed by management. Collection Training class attendance is required prior to collecting loans
Advancement beyond Associate MSO requires completion of the Consumer Lending Program (CLP) courses. Those who plan to attain the Member Services Officer level will need to work with an assigned lending coach who will inform the VP/SVP when the employee is ready to take the CLP Exam. A passing score on the CLP exam is required to move to the Member Services Officer level
The following additional modules should be completed at this level: SECU Online Services, SECU's Member Facing Websites, Branch Security Measures, NCUA Coverage, Account Maintenance, Advances, Safe Deposit Boxes
Qualification
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
Preferred
Bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP)
Company
SECU
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
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Leigh Brady
President and CEO
Recent News
2025-10-23
State Employees' Credit Union (SECU)
2025-09-17
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