Associate Member Services Representative
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to output only HTML fragment.
Let's extract content:
Purpose: "If you are motivated and believe in the credit union philosophy of 'People Helping People,' join our team! Purpose The Associate Member Services Representative (MSR) is an entry-level position intended to provide team members with foundational knowledge of SECU branch operations. Associate MSRs perform routine branch duties and follow standard branch procedures. They are responsible for providing exemplary member service by responding to member inquiries by telephone and in person, including functions such as cash box management, account origination and maintenance."
We can combine the motivational sentence and purpose.
Performance Expectations And Essential Responsibilities: list many items.
We need to turn that into a list.
Additional Modules Required: list of modules.
Minimum Requirements: Must have high school diploma or GED equivalent. 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). 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. Must complete the Credit Union’s Core Module Program within 12 months of hire date as a condition of employment.
Job Environment: Office setting with physical proximity to other employees and members. Some background noise from other employees, printers, telephone and coin machine.
Physical Demands: Must be able to comprehend and carry out job demands. Job requires a substantial amount of sitting. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Use hands and fingers to press telephone keypad and lift telephone receiver. Must be able to comprehend phone calls. Must be able to lift 10-15 pounds.
We could combine Job Environment and Physical Demands under a section like "Working Conditions" but not in allowed headings. Allowed headings are About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put Job Environment and Physical Demands under Requirements or Skills? Probably under Requirements (as they are job requirements). But we already have Requirements for education etc. Could add a subsection? But we must only use headings; we cannot add subheadings. We could include them in a
under Requirements.
Similarly, Skills: communication, problem-solving, aptitude for meeting people.
Qualifications: maybe preferred education, core values demonstration.
We need to avoid duplication.
Let's structure:
About the role
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! The Associate Member Services Representative (MSR) is an entry-level position intended to provide team members with foundational knowledge of SECU branch operations. Associate MSRs perform routine branch duties and follow standard branch procedures. They are responsible for providing exemplary member service by responding to member inquiries by telephone and in person, including functions such as cash box management, account origination and maintenance. SECU reserves the right to fill this role at a higher/lower level based on business need.
Responsibilities
- Attend Excel and Elevate – New Employee Training (E&E).
- Complete the 10 Core Modules after E&E and subsequent training sessions: Checking Accounts, Member Eligibility, Money Market Share Accounts, SECU Policies Overview, Share Accounts, Lending Overview, NCUA Coverage, Cooperative Principles, Member Access, We Are SECU!
- 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 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.
- 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.
- 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.
- Maintain daily and monthly records for various reports – i.e., return items, forgeries.
- 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.
- Maintain regular attendance and punctuality.
- Complete additional tasks assigned by management and other administrative duties as needed.
Additional Modules Required
- SECU's Member Facing Websites
- Branch Security Measures
- Share Term Certificates
- Account Titling & Designations
- Buy/Sell
- Funds Transfer
- Member Identification
- Stop Payments & Stop Cautions
- Wires
- Cash Handling
- Check Acceptance
- Holds
- MARGO Platform
- MARGO Teller
- New Accounts
Now Requirements: Minimum requirements and maybe job environment/physical demands.
We could have a section "Requirements" containing both minimum requirements and job environment/physical demands.
Requirements
- High school diploma or GED equivalent.
- 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).
- Consistently demonstrates SECU’s Core Values.
- Possess an aptitude for meeting people and developing member confidence, respect, and trust in the Credit Union.
- Good communication skills, both verbal and written.
- Good problem-solving skills.
- Must complete the Credit Union’s Core Module Program within 12 months of hire date as a condition of employment.
- Office setting with physical proximity to other employees and members; some background noise from other employees, printers, telephone and coin machine.
- Job requires a substantial amount of sitting; use hands and fingers to press keys on a computer keyboard to enter or retrieve information; use hands and fingers to press telephone keypad and lift telephone receiver; must be able to comprehend phone calls; must be able to lift 10‑15 pounds.
We could also have a "Qualifications" section but we already covered qualifications in Requirements. To avoid duplication, maybe we keep only Requirements and Responsibilities and About the role. The instructions say prefer a few substantive sections over many thin ones. So we can have About the role, Responsibilities, Requirements. That's three sections.
We must not include Benefits, Pay, Schedule as they are not present.
We must ensure we didn't include any boilerplate like EEO statement. We removed it.
Check that we didn't repeat job title as heading. We didn't.
Check that we didn't include Job ID/requisition numbers. Not present.
Check that we preserved all substantive info: we included purpose, responsibilities, additional modules, minimum requirements, preferred education, core values, aptitude, communication, problem solving, core module completion, job environment, physical demands. Did we miss anything? The sentence "If you are motivated and believe in the credit union philosophy of 'People Helping People,' join our team!" we included in About the role. Good.
We included "Attend Excel and Elevate – New Employee Training (E&E)." as first responsibility.
We included the list of 10 Core Modules.
We included "Comply with all Credit Union policies and regulatory requirements." etc.
We included "Ensure all member information remains confidential..." etc.
We included "Follow all security and control procedures."
We included "Serve members by processing transactions..." etc.
We included "Adhere to SECU Check Acceptance Guidelines and Hold procedures."
We included greeting and assisting members.
We included answering phones.
We included operating drive-through.
We included balancing vault, ATMs, teller cash dispenser, coin sorter.
We included evaluating daily mobile and ATM check deposits.
We included help verify and prepare cash delivery and shipments.
We included interact with other departments.
We included organize, file and scan documents daily.
We included process foreign and domestic wire transfers.
We included help order and return foreign currency.
We included troubleshoot problems with member accounts, cards, and on-line access including processing disputes.
We included review and take appropriate action on negative checking, NSFB, and Share Below $25 report.
We included 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.
We included learn CXone and be able to assist MSS as requested.
We included 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.
We included maintain daily and monthly records for various reports – i.e., return items, forgeries.
We included exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor.
We included participate in additional training and continuing
for prose. We need to output only HTML fragment. Let's extract content: Purpose: "If you are motivated and believe in the credit union philosophy of 'People Helping People,' join our team! Purpose The Associate Member Services Representative (MSR) is an entry-level position intended to provide team members with foundational knowledge of SECU branch operations. Associate MSRs perform routine branch duties and follow standard branch procedures. They are responsible for providing exemplary member service by responding to member inquiries by telephone and in person, including functions such as cash box management, account origination and maintenance." We can combine the motivational sentence and purpose. Performance Expectations And Essential Responsibilities: list many items. We need to turn that into a list. Additional Modules Required: list of modules. Minimum Requirements: Must have high school diploma or GED equivalent. 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). 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. Must complete the Credit Union’s Core Module Program within 12 months of hire date as a condition of employment. Job Environment: Office setting with physical proximity to other employees and members. Some background noise from other employees, printers, telephone and coin machine. Physical Demands: Must be able to comprehend and carry out job demands. Job requires a substantial amount of sitting. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Use hands and fingers to press telephone keypad and lift telephone receiver. Must be able to comprehend phone calls. Must be able to lift 10-15 pounds. We could combine Job Environment and Physical Demands under a section like "Working Conditions" but not in allowed headings. Allowed headings are About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put Job Environment and Physical Demands under Requirements or Skills? Probably under Requirements (as they are job requirements). But we already have Requirements for education etc. Could add a subsection? But we must only use headings; we cannot add subheadings. We could include them in a
under Requirements. Similarly, Skills: communication, problem-solving, aptitude for meeting people. Qualifications: maybe preferred education, core values demonstration. We need to avoid duplication. Let's structure:
About the role
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! The Associate Member Services Representative (MSR) is an entry-level position intended to provide team members with foundational knowledge of SECU branch operations. Associate MSRs perform routine branch duties and follow standard branch procedures. They are responsible for providing exemplary member service by responding to member inquiries by telephone and in person, including functions such as cash box management, account origination and maintenance. SECU reserves the right to fill this role at a higher/lower level based on business need.
Responsibilities
- Attend Excel and Elevate – New Employee Training (E&E).
- Complete the 10 Core Modules after E&E and subsequent training sessions: Checking Accounts, Member Eligibility, Money Market Share Accounts, SECU Policies Overview, Share Accounts, Lending Overview, NCUA Coverage, Cooperative Principles, Member Access, We Are SECU!
- 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 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.
- 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.
- 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.
- Maintain daily and monthly records for various reports – i.e., return items, forgeries.
- 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.
- Maintain regular attendance and punctuality.
- Complete additional tasks assigned by management and other administrative duties as needed.
Additional Modules Required
- SECU's Member Facing Websites
- Branch Security Measures
- Share Term Certificates
- Account Titling & Designations
- Buy/Sell
- Funds Transfer
- Member Identification
- Stop Payments & Stop Cautions
- Wires
- Cash Handling
- Check Acceptance
- Holds
- MARGO Platform
- MARGO Teller
- New Accounts
Requirements
- High school diploma or GED equivalent.
- 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).
- Consistently demonstrates SECU’s Core Values.
- Possess an aptitude for meeting people and developing member confidence, respect, and trust in the Credit Union.
- Good communication skills, both verbal and written.
- Good problem-solving skills.
- Must complete the Credit Union’s Core Module Program within 12 months of hire date as a condition of employment.
- Office setting with physical proximity to other employees and members; some background noise from other employees, printers, telephone and coin machine.
- Job requires a substantial amount of sitting; use hands and fingers to press keys on a computer keyboard to enter or retrieve information; use hands and fingers to press telephone keypad and lift telephone receiver; must be able to comprehend phone calls; must be able to lift 10‑15 pounds.