Associate Member Services Representative

State Employees' Credit Union - Gastonia, NC

Full-time - Entry Level

Gastonia, 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).
• Complete core modules related to checking accounts, member eligibility, and SECU policies.
• Comply with all Credit Union policies and regulatory requirements.
• Ensure confidentiality of member information and proper access to accounts.
• Process transactions and balance a cash drawer according to standards.
• Greet and assist members courteously and professionally.
• Answer phones and assist members with service requests.
• Operate a drive-through window as needed.
• Balance the vault and automated teller machines.
• Evaluate daily mobile and automated teller machine check deposits.
• Verify and prepare cash delivery and shipments.
• Organize, file, and scan documents daily.
• Process foreign and domestic wire transfers.
• Troubleshoot problems with member accounts and online access.
• Review and take action on negative checking and other reports.
• Learn to open basic accounts under supervision.
• Assist with learning about financial advisory and real estate products.
• Maintain daily and monthly records for various reports.
• Exhibit a positive attitude and maintain a professional appearance.
• 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.
• Demonstrated aptitude for meeting people and developing member confidence.
• Good verbal and written communication skills.
• Strong problem-solving skills.

Nice-to-haves

• Bachelor's degree or CCUE Certification.
• Experience in customer service or financial services.

Benefits

• Equal employment opportunity regardless of personal characteristics.
• Commitment to diversity and inclusion in the workplace.