Associate Member Services Representative
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information; do not invent or summarize away detail.
We need to include sections only when posting has real specific content.
Thus we can have:
About the role
Purpose ...
Responsibilities
- ...
... many items.
We need to break the long responsibilities list into items. The list includes many sentences separated by periods. We'll need to split into - items. Ensure we keep all details.
Similarly Additional Modules Required could be part of Responsibilities? It's training modules; maybe treat as part of Responsibilities or a separate section "Training Modules". But we only have predefined headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can put Additional Modules under Responsibilities or maybe under Qualifications? It's more like required training; could be part of Responsibilities (they need to complete). Safer to include under Responsibilities as additional duties.
Minimum Requirements: could be Requirements section.
Preferred education and core values: could be Qualifications.
Skills: communication, problem solving, aptitude for meeting people, etc.
Job Environment and Physical Demands: maybe could be part of Requirements? Not exactly. Could be under Qualifications? Might be better to put under Requirements? But they are not requirements; they are job environment. Could be under About the role? Might be better to create a section "Working Conditions" but not allowed. Since we must only use allowed headings, we could put them under Requirements? Might be inaccurate but we need to preserve info. Perhaps we can put them under Qualifications as they describe needed abilities.
Alternatively we could create a section "Requirements" for education and core values, and "Skills" for communication, problem solving, aptitude, etc. Job Environment and Physical Demands could be placed under Requirements as well? Might be okay.
But we must not invent headings not allowed. We'll stick to allowed.
Thus:
About the role
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.
Responsibilities
- Attend Excel and Elevate – New Employee Training (E&E).
- Complete the following 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.
- Regular attendance and punctuality are mandatory.
- Complete additional tasks assigned by management and other administrative duties as needed.
- Complete the following Additional Modules required prior to advancement: 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
- Must have high school diploma or GED equivalent.
Qualifications
- 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.
Skills
- 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.
- Ability to complete the Credit Union’s Core Module Program within 12 months of hire date as a condition of employment.
- Ability to comprehend and carry out job demands in an office setting with some background noise.
- Ability to sit for substantial periods.
- Ability to use hands and fingers to press keys on a computer keyboard, telephone keypad, and lift telephone receiver.
- Ability to comprehend phone calls.
- Ability to lift 10‑15 pounds.
We also need to include the disclaimer maybe as a short p under About the role? The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short or drop it." The disclaimer is minor metadata; we can fold into a short p under About the role or maybe after Responsibilities. Let's add a short p after About the role: "State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need."
We must not include EEO boilerplate; we removed.
Now ensure we didn't miss any substantive info: The purpose paragraph we included. The list of core modules we included as a single li with comma-separated list; that's okay. The additional modules list we included as li.
Check we didn't miss any responsibilities: "Attend Excel and Elevate – New Employee Training (E&E)." included. "The following 10 Core Modules will be completed after E&E and subsequent training sessions:" we included as li with list. Good.
"Comply with all Credit Union policies and regulatory requirements." included.
"Ensure all member information remains confidential, and members’ accounts are accessed for business purposes only." included.
"Follow all security and control procedures." included.
"Serve members by processing transactions in the appropriate system and balancing a cash drawer in accordance with Performance Measurement Criteria standards." included.
"Adhere to SECU Check Acceptance Guidelines and Hold procedures." included.
"Greet and assist members in a courteous, professional, and timely manner through all service channels – in-person, phone, and digital communication." included.
"Answer phones and assist members with service requests." included.
"Operate a drive-through window as needed." included.
"Balance the vault, automated teller machines, teller cash dispenser, and coin sorter." included.
"Evaluate daily mobile and automated teller machine check deposits." included.
"Help verify and prepare cash delivery and shipments." included.
"Interact with other departments to facilitate member requests." included.
"Organize, file and scan documents daily." included.
"Process foreign and domestic wire transfers." included.
"Help order and return foreign currency." included.
"Troubleshoot problems with member accounts, cards, and on-line access including processing disputes." included.
"Review and take appropriate action on negative checking, NSFB, and Share Below $25 report." 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." included.
"Learn CXone and be able to assist MSS as requested." 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." included.
"Maintain daily and monthly records for various reports – i.e., return items, forgeries." included.
"Exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor." included.
"Participate in additional training and continuing education to enhance knowledge of branch operations." included.
"Regular attendance and punctuality are mandatory." included.
"Complete additional tasks assigned by management and other administrative duties as needed." included.
Additional modules list included.
Now Requirements: we only
for prose. We need to preserve all substantive information; do not invent or summarize away detail. We need to include sections only when posting has real specific content. Thus we can have:
About the role
Purpose ...
Responsibilities
- ... ... many items. We need to break the long responsibilities list into items. The list includes many sentences separated by periods. We'll need to split into
- items. Ensure we keep all details.
Similarly Additional Modules Required could be part of Responsibilities? It's training modules; maybe treat as part of Responsibilities or a separate section "Training Modules". But we only have predefined headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can put Additional Modules under Responsibilities or maybe under Qualifications? It's more like required training; could be part of Responsibilities (they need to complete). Safer to include under Responsibilities as additional duties.
Minimum Requirements: could be Requirements section.
Preferred education and core values: could be Qualifications.
Skills: communication, problem solving, aptitude for meeting people, etc.
Job Environment and Physical Demands: maybe could be part of Requirements? Not exactly. Could be under Qualifications? Might be better to put under Requirements? But they are not requirements; they are job environment. Could be under About the role? Might be better to create a section "Working Conditions" but not allowed. Since we must only use allowed headings, we could put them under Requirements? Might be inaccurate but we need to preserve info. Perhaps we can put them under Qualifications as they describe needed abilities.
Alternatively we could create a section "Requirements" for education and core values, and "Skills" for communication, problem solving, aptitude, etc. Job Environment and Physical Demands could be placed under Requirements as well? Might be okay.
But we must not invent headings not allowed. We'll stick to allowed.
Thus:
About the role
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.
Responsibilities
- Attend Excel and Elevate – New Employee Training (E&E).
- Complete the following 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.
- Regular attendance and punctuality are mandatory.
- Complete additional tasks assigned by management and other administrative duties as needed.
- Complete the following Additional Modules required prior to advancement: 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
- Must have high school diploma or GED equivalent.
Qualifications
- 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.
Skills
- 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.
- Ability to complete the Credit Union’s Core Module Program within 12 months of hire date as a condition of employment.
- Ability to comprehend and carry out job demands in an office setting with some background noise.
- Ability to sit for substantial periods.
- Ability to use hands and fingers to press keys on a computer keyboard, telephone keypad, and lift telephone receiver.
- Ability to comprehend phone calls.
- Ability to lift 10‑15 pounds.
or drop it." The disclaimer is minor metadata; we can fold into a short p under About the role or maybe after Responsibilities. Let's add a short p after About the role: "State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need." We must not include EEO boilerplate; we removed. Now ensure we didn't miss any substantive info: The purpose paragraph we included. The list of core modules we included as a single li with comma-separated list; that's okay. The additional modules list we included as li. Check we didn't miss any responsibilities: "Attend Excel and Elevate – New Employee Training (E&E)." included. "The following 10 Core Modules will be completed after E&E and subsequent training sessions:" we included as li with list. Good. "Comply with all Credit Union policies and regulatory requirements." included. "Ensure all member information remains confidential, and members’ accounts are accessed for business purposes only." included. "Follow all security and control procedures." included. "Serve members by processing transactions in the appropriate system and balancing a cash drawer in accordance with Performance Measurement Criteria standards." included. "Adhere to SECU Check Acceptance Guidelines and Hold procedures." included. "Greet and assist members in a courteous, professional, and timely manner through all service channels – in-person, phone, and digital communication." included. "Answer phones and assist members with service requests." included. "Operate a drive-through window as needed." included. "Balance the vault, automated teller machines, teller cash dispenser, and coin sorter." included. "Evaluate daily mobile and automated teller machine check deposits." included. "Help verify and prepare cash delivery and shipments." included. "Interact with other departments to facilitate member requests." included. "Organize, file and scan documents daily." included. "Process foreign and domestic wire transfers." included. "Help order and return foreign currency." included. "Troubleshoot problems with member accounts, cards, and on-line access including processing disputes." included. "Review and take appropriate action on negative checking, NSFB, and Share Below $25 report." 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." included. "Learn CXone and be able to assist MSS as requested." 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." included. "Maintain daily and monthly records for various reports – i.e., return items, forgeries." included. "Exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor." included. "Participate in additional training and continuing education to enhance knowledge of branch operations." included. "Regular attendance and punctuality are mandatory." included. "Complete additional tasks assigned by management and other administrative duties as needed." included. Additional modules list included. Now Requirements: we only