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Jobs · OTHR · North Carolina

Associate Member Services Representative

SECU · Brevard, NC · 1 mo ago
OTHR$25/hrFull-time
We need to output HTML fragment with sections: h3 for headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real content. No job title heading. No metadata like Job ID. Remove boilerplate: EEO, disclaimer maybe? The disclaimer about equal employment opportunity is boilerplate; we should remove. Also "State Employees' Credit Union reserves the right..." maybe also boilerplate? It's a disclaimer about filling role at higher/lower level; might be considered boilerplate but it's somewhat specific? Probably remove as it's not substantive about role. Keep purpose, responsibilities, performance expectations, essential responsibilities, additional modules required, minimum requirements, job environment, physical demands. We need to map to headings: About the role (purpose), Responsibilities (performance expectations and essential responsibilities), Requirements (minimum requirements), Qualifications (maybe preferred education?), Skills (maybe core values, communication, problem solving), Benefits (none given), Pay (none), Schedule (none). So we will include About the role, Responsibilities, Requirements, Qualifications, Skills. Possibly Job Environment and Physical Demands could be under Requirements or a separate section like Working Conditions but not in list; we could incorporate into Requirements or maybe a separate section like Working Conditions but not allowed headings list only those given. So we can put them under Requirements or Skills? Better to put under Requirements as part of job environment. Or we could create a section "Working Conditions" but not allowed; we must only use allowed headings. So we incorporate into Requirements or maybe Skills. I'll put job environment and physical demands under Requirements. We need to use
  • for any list of duties/requirements/benefits. So for responsibilities list, we will make
      . For requirements list (education, etc.) also
        . For skills list also
          . For About the role we can use

          . We must preserve all substantive information; do not invent or summarize away detail. So we need to include all bullet points from responsibilities etc. Let's extract. Purpose paragraph: "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 into a paragraph. Performance Expectations And Essential Responsibilities: list many items. Let's extract each sentence as bullet. - Attend Excel and Elevate – New Employee Training (E&E). - The following 10 Core Modules will be completed 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. - Regular attendance and punctuality are mandatory. - Complete additional tasks assigned by management and other administrative duties as needed. Additional Modules Required list: - 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 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 need to include all that. Now decide sections: About the role: purpose paragraph. Responsibilities: combine Performance Expectations And Essential Responsibilities + Additional Modules Required? Actually Additional Modules Required are also responsibilities/training; could be part of Responsibilities. We'll include them under Responsibilities as a sublist maybe. Requirements: Minimum Requirements (including preferred education). Could also include Job Environment and Physical Demands as part of Requirements (working conditions). We'll put them under Requirements. Qualifications: maybe Core Values, aptitude, communication, problem-solving, core module completion. But those are already in Minimum Requirements. Could split: Requirements = education/experience; Qualifications = core values, aptitude, communication, problem-solving, core module completion. Skills = maybe communication, problem-solving? But we need to avoid duplication. Let's think: The instructions: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can allocate: - About the role: purpose. - Responsibilities: duties (performance expectations, essential responsibilities, additional modules). - Requirements: education (high school diploma, preferred degree), maybe also core module completion within 12 months? That's a requirement. - Qualifications: core values, aptitude for meeting people, communication skills, problem-solving skills. - Skills: maybe specific skills like cash handling, teller operations, etc. But we already have many duties. Could put skills like "cash handling, check acceptance, wire transfers, foreign currency, etc." But that's overlapping with responsibilities. Better to put skills as "cash handling, check acceptance, wire transfers, foreign currency, etc." However we must not invent. The posting mentions many specific skills: cash box management, account origination, cash drawer balancing, vault balancing, ATM, teller cash dispenser, coin sorter, mobile check deposits, cash delivery, wire transfers, foreign currency, troubleshooting accounts, processing disputes, negative checking reports, opening accounts, CXone, financial advisory knowledge, record keeping. Those could be skills. But we already listed them under responsibilities. To avoid duplication, we could keep responsibilities as narrative duties, and skills as bullet list of specific competencies. However the instruction: "Use

          • for any list of duties/requirements/benefits". So if we make a skills section, we need a list. It's okay to have overlapping content as long as we preserve all info. Duplication is allowed? It says "Preserve ALL substantive information; do NOT invent or summarize away detail." Duplication is not prohibited but could be redundant. Better to avoid duplication but still preserve all info. We can split: responsibilities list includes high-level duties; skills list includes specific technical skills. But many duties are also skills. Might be okay to have some overlap but we should try to minimize. Alternatively, we could not include Skills section if no specific skill list separate from responsibilities. The instruction: "Prefer a few substantive sections over many thin ones." So maybe we skip Skills if not distinct. We'll include About the role, Responsibilities, Requirements, Qualifications. That's four sections. Now we need to ensure we don't include empty sections. Let's craft HTML. We'll start with

            About the role

            then

            ...

            . Then

            Responsibilities

            then
            • ... each bullet. We need to include the sub-bullets for the 10 Core Modules. Could nest? Not required; we can just list them as separate
            • items. Similarly Additional Modules Required as separate
            • . Make sure to preserve all details exactly as in posting, but we can rephrase slightly? Must preserve all substantive information; we can keep wording similar but not change meaning. We'll keep close to original. Now Requirements:

              Requirements

              then
                with items: 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.; 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 include "Must be able to comprehend and carry out job demands." That's also a physical demand. Add. Now Qualifications: maybe we already included core values, aptitude, communication, problem-solving in Requirements. To avoid duplication, we could move those to Qualifications and keep Requirements strictly education/experience and maybe core module completion. Let's decide: Requirements: education (high school diploma, preferred degree), core module completion within 12 months. Qualifications: core values, aptitude for meeting people, communication skills, problem-solving skills. Skills: maybe we could include specific technical skills like cash handling, teller operations, etc. But we already have many duties. Could create Skills section with list of specific skills: cash box management, account origination and maintenance, cash drawer balancing, vault balancing,

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