Member Services Representative

Company Description

By working at Harvard University, you join a vibrant community that advances Harvard's world‑changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.

Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high‑quality and efficient services to the schools to help them achieve their goals.

• Processes
  • Transactions: deposits, withdrawals, loan payments, etc.
  • Stop payments on teller checks, personal checks and ACH.
  • All consumer loan applications; ability to disburse loans, set up loan payments, and order coupon payment books.
• Balances daily teller drawer and cash recyclers; oversees all aspects of daily branch settlement.
• Orders/sells cash and balances the vault.
• Handles basic member issues, complaints and counsels members with specific requests or refers to Senior Member Service Representative or manager as appropriate.
• Sold money orders and processes cash advances.
• Payroll maintenance; schedules payments and transfers/ACH originations.
• Opens savings and checking accounts, certificates, IRA accounts, including processing of IRA transfers and rollovers.
• Assists
  • Members with domestic and international wire transfers.
  • With the daily balancing of the ATM terminals.
• Completes deposit verifications, address changes and other written inquiries.
• Foreign currency sales and check collection.
• Services the coin machine.
• Provides branch telephone coverage for incoming calls promptly and professionally.
• Maintains a neat and clean workstation and assists in maintaining the overall Branch appearance.
• Primary resource for tellers in resolving problems, maintaining quality level of member service, and increasing sales of Harvard FCU products and services through referrals.

• Develop and maintain a high level of knowledge of Harvard FCU accounts and services to assist in the cross‑selling of appropriate products and services to meet members’ needs.
• Successful completion of in‑house training sessions and other recommended training programs.
• Develop and maintain a comprehensive working knowledge of all Credit Union systems utilized by the Retail Group.
• Complete required annual training for Bank Secrecy Act (BSA); accurately complete Currency Transaction Reports (CTRs), adhere to the Customer Identification Program (CIP) Policy, report suspicious activity to the BSA Officer, perform Office of Foreign Assists Control (OFAC) inquiries, and follow Branch Robbery Procedures.

Basic Qualifications

• High school diploma and a minimum of one year of relevant training and cash handling experience.

Additional Qualifications and Skills

• Proven customer service skills and the ability to problem solve.
• Outgoing personality with excellent interpersonal, communication and computer skills.
• Position requires occasional early Saturday hours on a rotational basis, or when business needs warrant, sometimes on short notice. Attendance at late meetings/events may also be required.
• Must be willing to travel to all branch locations in Boston, Cambridge and Somerville.
• Comfort working in a diverse and multicultural environment of Harvard University and affiliate organizations.

Onsite work is performed in an office setting.

35 hours per week with occasional Saturday mornings on rotation at the Harvard Square location.

Harvard University is unable to provide visa sponsorship for this position.

Credit, Criminal, Education, Identity, Prohibited Parties (OFAC – Office of Foreign Assets Control).

This position has been determined by school or unit leaders that all duties and responsibilities must be performed at a Harvard or…