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Self-Help Credit Union

Nonprofit credit unions financing housing

Temporary Member Services Representative

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeDurham, NC, USA$23

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • At least one year of experience in a financial institution or another customer-service industry is preferred.
  • Prior cash-handling and customer-service responsibilities are preferred.
  • The employee must have strong customer-service skills and communicate effectively, both verbally and in writing.
  • The employee must be able to learn and efficiently operate credit union systems and proprietary software, including New Solutions, Microsoft Excel, Microsoft Word, and Microsoft Outlook.
  • The employee must be able to work flexible hours, including evenings and weekends, and may be required to travel to cover other branches.
  • The employee must have attention to detail, be able to organize and prioritize work, and demonstrate analytical, problem-solving, keyboard, and data-entry skills.
  • The employee must demonstrate a strong commitment to the mission of creating economic opportunity for traditionally underserved communities.
  • The employee must be able to meet the stated physical requirements, including close vision, sitting, talking and hearing, using hands and arms, frequent typing and keyboard use, and occasionally lifting or moving 20 to 40 pounds.

Responsibilities

  • Initiate and lead conversations to identify and assess member needs.
  • Maintain and enhance member account relationships by providing member service.
  • Process share deposit payments, loan payments, manual payrolls, and account transfers.
  • Disburse cash and check withdrawals.
  • Complete member transactions accurately and promptly within prescribed limits and guidelines, or seek approval for exceptions.
  • Open new membership accounts and assess them for accuracy and compliance.
  • Research and address member inquiries about credit union services and accounts.
  • Perform authorized account maintenance.
  • Promote credit union products and services.
  • Maintain foundational knowledge of consumer and mortgage loans to refer loan products effectively to the consumer and mortgage loan departments, and make outbound calls to members as needed.
  • Achieve individual and branch growth goals and identify solutions in support of member needs.
  • Observe security and internal controls and proactively protect the credit union by identifying fraudulent or forged documentation or activity.
  • Back up Member Service Representative II responsibilities when needed.
  • Open, close, and balance the employee's cash drawer daily, and maintain drawer cash levels within prescribed amounts.
  • Post and log night, ATM, and mail deposits as part of a dual-control team.
  • Follow regulatory procedures, including Bank Secrecy Act and anti-money-laundering requirements, and balance accurately 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 or make outbound member calls in a professional, prompt, efficient, and accurate manner.
  • Assist with translation when needed.
  • Perform other duties as necessary.

Desired Qualifications

  • Bilingual ability in English and Spanish is highly preferred but not required.
  • Preference is given to candidates who have worked in organizations that prioritize teamwork and collaboration.

About the Company

Self-Help Credit Union

Nonprofit credit unions financing housing

Self-Help Credit Union is a nonprofit network that provides fair and responsible mortgages and small business loans to borrowers in North Carolina, California, and beyond, helping them build wealth. It finances affordable housing, childcare centers, public charter schools, faith-based organizations, and community-focused commercial real estate to strengthen underserved areas. Its integrated model includes two credit unions, a loan fund, and a research and policy group that studies financial markets and advocates for policies to reduce poverty and expand ownership. Its goal is to create and protect ownership and economic opportunity for all by expanding access to fair credit and affordable financing, while educating policymakers and lenders to lower the cost of poverty.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Durham, NC
Founded
1980

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