Temporary Member Services Representative

Job Overview

Self-Help, a mission-driven nonprofit financial organization, is seeking a Temporary Member Service Representative/Teller to join our Salisbury, NC team.

• 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/internal controls and protect the credit union by identifying fraudulent or forged documentation and/or activity.
• Serve as back-up to MSR II responsibilities, when needed.
• Open, close, and balance own cash drawer daily.
• Maintain drawer cash levels within prescribed amounts.
• Post and log night, ATM, and mail deposits as part of dual-control team.
• Adhere to general regulatory procedures, including BSA and AML rules.
• Balance cash within established time frames.
• Assist with branch self-assessments as 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.
• May be called to 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 working in organizations that prioritize teamwork and collaboration.
• Strong commitment to the mission of 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 (New Solutions, Microsoft Excel, Word, Outlook).
• Ability to work flexible hours, including evenings and weekends.
• May be required to travel to other branches.
• Keen attention to detail, with ability to organize and prioritize work.
• 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

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

Close vision is required. Employee is regularly required to sit; talk and hear; use hands to finger, handle or feel; and reach with hands and arms. Employee is frequently required to type and use a keyboard. Employee must occasionally lift or move 20 to 40 pounds.

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

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, please request the appropriate accommodation by emailing: application assistance@self‑help.org.