Member Services Officer

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Must preserve all substantive info, no invented details. Remove boilerplate like EEO, disclaimer, etc. Also remove duplicated lines. We need to parse the posting and extract sections. Let's read the posting: First paragraph: "If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose The Member Services Officer possesses all the essential knowledge of an Associate Member Services Officer. MSOs exhibit the ability to perform account maintenance, open all account types, assist and approve members in all areas of consumer lending, and are able to assist in all other services." That's like an overview / About the role. Then "Enhanced Expectations and Responsibilities at this Position Level*" bullet list (actually sentences). Then "Performance Expectations and Essential Responsibilities*" bullet list. Then "Modules Required" list. Then "Minimum Requirements". Then "Job Environment". Then "Physical Demands". Then "Performance Expectations and Essential Responsibilities represent responsibilities..." (duplicate). Then "Enhanced Expectations and Responsibilities represent additional responsibilities..." (duplicate). Then EEO etc. We need to produce sections: About the role (purpose). Responsibilities (maybe combine Enhanced Expectations and Performance Expectations). Requirements (maybe Minimum Requirements). Qualifications (maybe preferred education etc). Skills (maybe communication, problem solving). Benefits, Pay, Schedule: none given, so we should not include those sections. We must not create sections with filler like "not specified". So only include sections where we have concrete content. Let's extract: About the role: The purpose paragraph: "If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose The Member Services Officer possesses all the essential knowledge of an Associate Member Services Officer. MSOs exhibit the ability to perform account maintenance, open all account types, assist and approve members in all areas of consumer lending, and are able to assist in all other services." We could keep that as a

. Responsibilities: Combine Enhanced Expectations and Performance Expectations. Enhanced Expectations list (starting after "Enhanced Expectations and Responsibilities at this Position Level*"): It includes: - Passing score on Consumer Lending Program (CLP) exam and completion of the in-person New Consumer Lender Learning Program required PRIOR to becoming a Member Services Officer. - Member Services Officers are granted Tier 1 – Tier 2 Lending Limits (As Assigned). - Assist members in all areas of consumer lending. A Member Services Officer may independently evaluate and approve or deny loans within their assigned limits. Loans outside their limits should be presented to an officer with appropriate limits with a recommendation for approval or denial. - Maintain a current and comprehensive knowledge of credit union products and services, and independently possess an ability to educate members and make recommendations based on their needs. - Proficiency in account maintenance and opening all account types for new members while following MIP procedures. - Open and process maintenance on tax advantaged accounts, process foreign and domestic wire transfers, redeem savings bonds, and help order and return foreign currency. - Must have basic knowledge of cash operations and be able to assist in the following at the direction of management: - Balancing the vault, automated teller machines, teller cash dispenser, and coin sorter as directed. - Evaluate daily mobile and automated teller machine check deposits. - Help verify and prepare cash delivery and shipments. - Maintain daily and monthly records for various reports – i.e., return items, forgeries. - Organize community events as requested by management on a regular basis to enhance Credit Union presence. - Assist with displays and promoting Credit Union events such as Member Appreciation Days, Back-To-School Supply Drive, Youth week events. Performance Expectations and Essential Responsibilities list (starting after that heading): It includes many items: - Comply with all Credit Union policies and regulatory requirements. - Ensure all member information remains confidential and members’ accounts are accessed for business purposes only. - Security and control procedures must be followed by all branch employees. - Serve members by processing transactions in the appropriate system. If requested by Management, this includes balancing a cash drawer in accordance with Performance Measurement Criteria. - Thorough understanding of 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. - Interact with other departments to facilitate member requests. - Organize, file and scan documents daily. - Process foreign and domestic wires. - Open basic accounts while following MIP procedures for existing members including share, money market, checking, and Share Term Certificates. - Troubleshoot problems with member accounts, cards, and on-line access including processing disputes. - Knowledgeable in basic Financial Advisory and Real Estate Services (i.e. insurance, retirement planning, investment services, trust, and mortgage services) and able to provide quality referrals. - Review and take appropriate action on negative checking, NSFB, and Share Below $25 report. - Establish and facilitate member safe deposit box access. - Perform subsequent advances on existing open and home equity lines of credit. - Contact members and document efforts regarding deposit and/or loan collection reports as directed by management. Collection Training class attendance is required prior to collecting loans. - Execute Notary Public services as requested by management. - Learn CXone and assist MSS as requested. - 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. - Engage with community as requested by management on a regular basis by attending community events to enhance Credit Union presence. - Complete additional tasks assigned by management and other administrative duties as needed. We can combine these into a single

• list. Requirements: Minimum Requirements section: "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).Must possess an aptitude for meeting people and developing member confidence, respect, and trust in Credit Union.Demonstrated proficiency in all responsibilities and requirements of Assoc MSO role.Must have excellent communication skills, both verbal and written.Demonstrated ability to work independently and as part of a team.Meets compliance and regulatory standards in terms of loan processing, loan quality and documentation.Must be self-motivated and dependable.Must have a demonstrated ability to problem solve and use good judgmentMust be an active listener and communicator.Minimum of 2 years of SECU or directly related experience strongly preferred.Has completed Consumer Lending Program (CLP) courses and has received a passing score on the CLP Exam.Has attended the in-person New Consumer Lender Learning Program training.Has completed all required quarterly training courses & other training assigned by managementConsistently demonstrates SECU’s Core Values.Must complete the Credit Unions Core Module Program within 12 months of hire date as a condition of employment." We could split into Requirements (mandatory) and Qualifications (preferred). But the instruction says we can have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what goes where. We have: - About the role: purpose paragraph. - Responsibilities: combined list. - Requirements: maybe the mandatory minimum requirements (high school diploma or GED equivalent, 2 years experience, completed CLP courses and passing exam, attended in-person New Consumer Lender Learning Program, completed quarterly training, etc). Also "Must possess an aptitude for meeting people..." etc could be skills/qualities. - Qualifications: preferred education (Bachelor’s degree, CCUE Certification, Associate of Arts/Science via NC-CTP). Also maybe "Demonstrated proficiency in all responsibilities and requirements of Assoc MSO role." Could be qualification. - Skills: communication skills, problem solving, active listener, ability to work independently/team, self-motivated, dependable, aptitude for meeting people, etc. We need to avoid duplication. Let's extract distinct items. First, list all statements from Minimum Requirements block: 1. Must have high school diploma or GED equivalent. 2. 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). 3. Must possess an aptitude for meeting people and developing member confidence, respect, and trust in Credit Union. 4. Demonstrated proficiency in all responsibilities and requirements of Assoc MSO role. 5. Must have excellent communication skills, both verbal and written. 6. Demonstrated ability to work independently and as part of a team. 7. Meets compliance and regulatory standards in terms of loan processing, loan quality and documentation. 8. Must be self-motivated and dependable. 9. Must have a demonstrated ability to problem solve and use good judgment. 10. Must be an active listener and communicator. 11. Minimum of 2 years of SECU or directly related experience strongly preferred. 12. Has completed Consumer Lending Program (CLP) courses and has received a passing score on the CLP Exam. 13. Has attended the in-person New Consumer Lender Learning Program training. 14. Has completed all required quarterly training courses & other training assigned by management. 15. Consistently demonstrates SECU’s Core Values. 16. Must complete the Credit Unions Core Module Program within 12 months of hire date as a condition of employment. Note: Some are "Preferred" (like #2, #11). Others are mandatory. We can separate: Requirements (mandatory): #1, #3-#10, #12-#16 (maybe #15 core values, #16 core module). Also #4 demonstrated proficiency in Assoc MSO role could be requirement. Qualifications (preferred): #2 (education preferences), #11 (2 years experience strongly preferred). Also maybe #4? but that's more like requirement. Skills: communication skills (#5), problem solving (#9), active listener (#10), ability to work independently/team (#6), aptitude for meeting people (#3), self-motivated/dependable (#8). Also maybe "excellent communication skills" etc. We need to avoid duplication: #3 aptitude for meeting people also could be skill. We'll place under Skills. Now, we also have Modules Required list: a list of modules to be completed during employment. That could be under Requirements or maybe a separate section like "Training Modules". But we only have allowed sections; we could put under Requirements or maybe under Responsibilities? It's more like a requirement to complete modules. Could be under Requirements as bullet list. We need to preserve all substantive info. So we need to include the Modules Required list somewhere. Since we don't have a specific section for training, we could put under Requirements as a sub-list or maybe under Responsibilities? It's not a responsibility but a requirement to complete training. I'd put under Requirements as a separate
  maybe with heading? But we cannot add new headings beyond allowed list. However we could embed the list inside the Requirements section as part of the content (still under

  Requirements

  ). That's acceptable. Similarly, Job Environment and Physical Demands: we have those details. They could go under Requirements? Or maybe under About the role? But they are about work environment. Could be under About the role? The instruction says we should include a section only when posting has real specific content. We have content for Job Environment and Physical Demands. But we don't have a specific heading for those in allowed list. We could fold them into About the role or Responsibilities? Probably better to include them under About the role as additional paragraphs. However the instruction says "Prefer a few substantive sections over many thin ones." So we could merge Job Environment and Physical Demands into About the role or Responsibilities. But they are not exactly responsibilities. Maybe we