Member Services Representative

Job Description

• Processes:
  • transactions: deposits, withdrawals, loan payments, etc.
  • stop payments on teller checks, personal checks and ACH.
  • all consumer loan applications/ability to disburse loans/setup loan payments/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.
• Sells money orders and processes cash advances.
• Payroll maintenance/schedules payments and transfers/ACH Originations.
• Opens savings and checking accounts/certificates/IRA accounts, including the 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.
• Develops and maintains a comprehensive working knowledge of all Credit Union systems utilized by the Retail Group.
• Completes required annual training for Bank Secrecy Act (BSA), responsible for accurately completing Currency Transaction Reports (CTRs), adhering to the Customer Identification Program (CIP) Policy, reporting suspicious activity to the BSA Officer, performing Office of Foreign Assets Control (OFAC) inquiries, and Branch Robbery Procedures.

Basic Qualifications:

• High school diploma and a minimum of one-year 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 also may be required.
• Must be willing to travel to all branch locations in Boston, Cambridge and Somerville.
• Comfort working in the 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.

Must be willing to travel to all branch locations in Boston, Cambridge, and Somerville.

This position is salary grade level 052. Salary range information available upon request.

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 a 90-day orientation and review period.

• Generous paid time off including parental leave.
• Medical, dental, and vision health insurance coverage starting on day one.
• Retirement plans with university contributions.
• Wellbeing and mental health resources.
• Support for families and caregivers.
• Professional development opportunities including tuition assistance and reimbursement.
• Commuter benefits, discounts and campus perks.

Harvard University is committed to equal opportunity and non-discrimination. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes. Harvard has an equal employment opportunity policy that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's non-discrimination policy.