Member Services Representative

Job Description:

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! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth.

Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

We are seeking a Member Service Representative to join our team!

What You'll Do:

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.

Travel to local events as needed, weekends may be required.

CASH HANDLING AND BALANCING 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.

OTHER 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.

WHAT You’ll Need:

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…