Member Services Officer jobs in United States
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SECU · 5 days ago

Member Services Officer

State Employees Credit Union (SECU) is seeking a motivated Member Services Officer who believes in the credit union philosophy of 'People Helping People.' The role involves assisting members with account maintenance, consumer lending, and providing excellent customer service while ensuring compliance with credit union policies.

AccountingBankingFinancial Services

Responsibilities

Assist members in all areas of consumer lending
Maintain a current and comprehensive knowledge of credit union products and services
Proficiency in account maintenance and opening all account types for 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
Must have basic knowledge of cash operations at the direction of management
Organize community events as requested by management
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
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
Interact with other departments to facilitate member requests
Organize, file and scan documents daily
Process foreign and domestic wires
Troubleshoot problems with member accounts, cards, and on-line access including processing disputes
Knowledgeable in basic Financial Advisory and Real Estate Services and able to provide quality referrals
Review and take appropriate action on various reports
Establish and facilitate member safe deposit box access
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
Execute Notary Public services 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

Consumer Lending ProgramAccount MaintenanceFinancial Advisory KnowledgeCommunicationProblem Solving

Required

Must have high school diploma or GED equivalent
Must possess an aptitude for meeting people and developing member confidence, respect, and trust in Credit Union
Must have excellent communication skills, both verbal and written
Demonstrated ability to work independently and as part of a team
Must be self-motivated and dependable
Must have a demonstrated ability to problem solve and use good judgment
Must be an active listener and communicator
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 2 years directly related experience strongly preferred

Company

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.

Funding

Current Stage
Late Stage

Leadership Team

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Leigh Brady
President and CEO
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