Temporary Member Services Representative

Who We Are

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice!

About the Role

We are seeking a Temporary Member Service Representative/Teller to join our Salisbury, NC team!

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.
• Serves as back up to MSR II responsibilities, when needed.

What You'll Do

• Open, close and balance their own cash drawer daily.
• Maintain drawer cash levels within prescribed amounts.
• Post and Log night, ATM and mail deposits. (Part of dual-control team.)
• Adhere to general regulatory procedures including requirements of the Bank Secrecy Act and Anti Money Laundering rules
• Accurate balancing within established time frames.
• Assist with branch self-assessments as may be assigned.
• Participate in branch business development and outreach activities.
• May respond to electronic requests submitted by members and/or perform outbound calls to members in a professional prompt, efficient and accurate manner.
• May be called up to assist with translation, if needed.
• Perform other duties as may be deemed necessary.

Qualifications

• 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.

Skills

• Close vision is required.
• Sit; talk and hear; use hands to finger, handle or feel; and reach with hands and arms.
• Sometimes lift and/or move up to 20 to 40 pounds.

Benefits

Compensation rate starting: $23.00 Competitive nonprofit compensation, based on experience, plus a generous benefits package.

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.