Temporary Member Services Representative

Who We Are

Self-Help started in 1980 with a focus on economic inequality especially in communities facing systemic barriers. Our mission is to create and protect ownership and economic opportunity, aiming for economic justice where all communities have the basic infrastructure to thrive.

About the Role

We are seeking a Temporary Member Service Representative/Teller to join our dynamic team. This position involves initiating and leading conversations to identify and assess member needs, maintaining and enhancing member account relationships, processing various transactions, and promoting credit union products and services.

Responsibilities

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member service.
• Process share deposit payments, loan payments, manual payrolls, and account transfers.
• Disburse cash and check withdrawals.
• Complete member transactions accurately and timely within prescribed limits and guidelines or seek approval for exceptions.
• Open new membership accounts and assess for accuracy and compliance.
• Research and address member inquiries about credit union services and accounts.
• Perform account maintenance as authorized.
• Promote credit union products and services.
• Maintain base knowledge of consumer and mortgage loans in order to effectively refer loan products to the consumer and mortgage loan departments.
• Perform outbound calls to members as needed.
• Achieve individual and branch growth goals.
• Identify solutions in support of member needs.
• Observe all security/internal controls and be proactive in protecting the credit union by identifying fraudulent or forged documentation and/or activity.
• Serve as backup to MSR II responsibilities, when needed.

Requirements

• High School graduate or equivalent.
• Bilingual in English/Spanish highly preferred but not required.
• Minimum one year experience in financial institution or other customer service industry preferred.
• Prior cash handling and customer service responsibilities preferred.
• Preference for working in organizations that place priority on teamwork and collaboration.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Excellent customer service skills.
• Demonstrated ability to communicate effectively – both verbally and in writing.
• Ability to be trained and efficiently operate credit union systems and proprietary software, including proprietary software (New Solutions, Microsoft Excel, Word, and Outlook).
• Ability to work flexible work hours including evenings and weekends.
• May be required to travel to cover other branches.
• Keen attention to detail, ability to effectively organize and prioritize work.
• Analytical and problem-solving skills.
• Ability to use keyboard and data entry skills.

Qualifications

• High School graduate or equivalent.
• Minimum one year experience in financial institution or other customer service industry preferred.
• Prior cash handling and customer service responsibilities preferred.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Excellent customer service skills.
• Demonstrated ability to communicate effectively – both verbally and in writing.
• Ability to be trained and efficiently operate credit union systems and proprietary software, including proprietary software (New Solutions, Microsoft Excel, Word, and Outlook).
• Ability to work flexible work hours including evenings and weekends.
• Keen attention to detail, ability to effectively organize and prioritize work.
• Analytical and problem-solving skills.
• Ability to use keyboard and data entry skills.

Skills

• Customer service skills.
• Keyboard and data entry skills.
• Ability to work flexible hours.
• Attention to detail.
• Problem-solving skills.

Benefits

Self-Help offers competitive compensation and benefits, including health insurance, retirement plans, and paid time off.

Pay

Compensation is commensurate with experience.

Schedule

The schedule is flexible and includes evenings and weekends.

Company Disclaimer

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.