Member Services Representative

About This Role

Serve members by processing transactions, managing accounts, and providing information on credit union products and services to ensure compliance and member satisfaction.

Responsibilities

• Communicate and explain product information to members and answer general questions
• Manage cash box, originate and maintain accounts, and provide other services as needed
• Open and process maintenance on tax advantaged accounts
• Process foreign and domestic wire transfers
• Redeem savings bonds and help order and return foreign currency
• Obtain and execute Notary Public services
• Engage with community as requested by management
• Maintain current and comprehensive knowledge of credit union products and services
• Comply with all Credit Union policies and regulatory requirements
• Ensure all member information remains confidential and accounts are accessed for business purposes only

Requirements

• High school diploma or GED equivalent
• Aptitude for meeting people and developing member confidence, respect, and trust
• Excellent communication skills, both verbal and written
• Self-motivated and dependable
• Demonstrated ability to problem solve and use good judgment
• Active listener
• Consistently demonstrates SECU’s Core Values
• Complete the Credit Unions Core Module Program within 12 months of hire

Qualifications

• High school diploma or GED equivalent. 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) preferred.
• Minimum of 2 years of directly related experience strongly preferred.

Nice to Have

• Bachelor’s degree
• Certified Credit Union Executive Certification
• Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP)