Associate Member Services Representative

State Employees' Credit Union - McGee Crossroads, NC

Full-time - Entry Level

McGee Crossroads, NC

Credit Intermediation and Related Activities

About the position

The Associate Member Services Representative (MSR) is an entry-level role designed to provide foundational knowledge of SECU branch operations. This position focuses on delivering exemplary member service through various channels, including in-person and telephone interactions, while performing routine branch duties and adhering to standard procedures.

Responsibilities

• Attend Excel and Elevate - New Employee Training (E&E) and complete core modules.
• Comply with all Credit Union policies and regulatory requirements.
• Ensure confidentiality of member information and access accounts for business purposes only.
• Process transactions and balance a cash drawer according to Performance Measurement Criteria standards.
• Greet and assist members courteously and professionally through all service channels.
• 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.
• 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 online access.
• Review and take appropriate action on negative checking, NSFB, and Share Below $25 report.
• Begin learning to open basic accounts under supervision.
• Learn CXone and assist MSS as requested.
• Obtain basic knowledge of Financial Advisory and Real Estate products and provide referrals as needed.
• Maintain daily and monthly records for various reports.
• Exhibit a positive attitude toward members and teammates.
• Participate in additional training and continuing education.
• Complete additional tasks assigned by management.

Requirements

• High school diploma or GED equivalent is required.
• Preferred: Bachelor's degree, CCUE Certification, or Associate of Arts/Science degree via NC-CTP.
• Demonstrates SECU's Core Values consistently.
• Aptitude for meeting people and developing member confidence, respect, and trust.
• Good communication skills, both verbal and written.
• Good problem-solving skills.

Nice-to-haves

• Experience in customer service or financial services is a plus.

Benefits

• Equal employment opportunity regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.