Member Services Representative I - Teller/Banker (Previous Financial Experience Not Required)

About the role

Join a Purpose-Driven Team at HealthCare Associates Credit Union. We're not just another financial institution—we're a mission-driven team dedicated to helping our members "Bank Healthy" by providing exceptional service and personalized financial solutions.

Responsibilities

• Provide exceptional service to both internal and external members in alignment with the credit union's standards.
• Consistently meet or exceed established sales and service goals.
• Demonstrate strong and up-to-date product knowledge.
• Aid members effectively in person, by phone, email, and online.
• Establish savings/membership accounts, open checking accounts, and order checks.
• Process name changes, address changes, and account maintenance.
• Scan and record all applicable member documents daily.
• Utilize and record as required in Synapsys, possess basic knowledge of Alkami, and assist with online support.
• Possess knowledge of bill pay and assist with the set-up and usage.
• Prepare the daily inclearing and outclearing of checks and forward to accounting daily.
• Research account inquiries or discrepancies, provide members with rates and account disclosure information, suggest products and services, order check copies, plastics, statement copies, and reorder checks.
• Post deposits to various share accounts, post loan payments, process VISA payments, send receipts for mailed in deposits, send withdrawal checks or close accounts per written requests, process fee reversals, process GL payments and adjustments.
• Post deposits to various share accounts, post loan payments, process VISA payments, process cash and check withdrawal requests, transfer funds between share account or from share to loan & VISA, cash checks for members, sell gift cards, sell vehicle stickers, process cash advance requests on loans and HACU's VISA, assist in the processing of wire transfer requests, process stop-payments, process certified checks, process shared branching transactions.
• Examine checks for endorsements, negotiability, and determine if funds hold needs to be placed; verify transaction slip is completed accurately, assist member with completion if necessary; complete transaction slip if one is not present with mail in transaction and clearly designate as mail deposit; make sure all totals balance with computer teller balance totals and recyclers if applicable (checks for deposit, withdrawal checks, and teller cash drawer if applicable); prepare daily cash letter and forward to accounting.
• Adhere to other duties as assigned, assist in the Contact Center as necessary, support all branches in a floating teller capacity when necessary, assist with cash delivery verification, assist in the training of new hires, complete all compliance and training modules in a timely fashion, tele-contact as required and necessary, adhere to HACU brand guidelines at all times.

Qualifications

• High school diploma or equivalent.
• Prior financial institution experience helpful, but not necessary.
• Prior customer/member service experience helpful, but not necessary.

Benefits

35-hour work week, 4 weeks of paid time off, federal holidays off, no working nights, opportunity for quarterly incentives, full benefits package, 401K (Employer Matching up to 4.5% of eligible pay PLUS Employer Contribution of 4% of eligible pay).