Temporary Member Services Representative

Overview

Self-Help started in 1980 with a focus on economic inequality, especially in communities that have faced systemic barriers in building wealth. The organization is committed to creating and protecting ownership and economic opportunity for traditionally underserved communities.

• 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 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 and 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.
• Open, close and balance the cash drawer daily; maintain drawer cash levels within prescribed amounts.
• Post and log night, ATM and mail deposits (part of a dual‑control team).
• Adhere to general regulatory procedures, including the Bank Secrecy Act and Anti‑Money Laundering rules.
• Balance within established time frames accurately.
• Assist with branch self‑assessments as may be assigned.
• Participate in branch business development and outreach activities.
• Respond to electronic requests submitted by members and/or perform outbound calls in a professional, prompt, efficient, and accurate manner.
• Assist with translation, if needed.
• Perform other duties as may be deemed necessary.

• High school graduate or equivalent.
• Bilingual in English/Spanish highly preferred but not required.
• Minimum one year experience in a financial institution or other customer‑service industry preferred.
• Prior cash handling and customer service responsibilities preferred.
• Preference for teamwork and collaboration.
• Strong commitment to the mission of creating economic opportunity for underserved communities.
• Excellent customer service skills.
• Demonstrated verbal and written communication skills.
• Ability to be trained and efficiently operate credit union systems and proprietary software (New Solutions, Microsoft Excel, Word, Outlook).
• Ability to work flexible hours, including evenings and weekends, and to travel to cover other branches if required.
• Keen attention to detail, organizational and prioritization skills.
• Analytical and problem‑solving skills.
• Keyboard and data‑entry proficiency.
• Ability to demonstrate Self‑Help's core values: mission before self, service with excellence, embracing & promoting change, results not credit, diversity as a strength, financial sustainability for mission impact.

• Close vision required.
• Regularly required to sit, talk, hear, use hands to finger, handle, or feel, and reach with hands and arms.
• Frequently required to type and use a keyboard.
• Occasionally required to lift and/or move up to 20–40 pounds.

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