Associate Member Services Representative
Not Disclosed•Full-TimeOn-site
location_onLittle Rock Trail, Warehouse District, Raleigh, Wake County, North Carolina, 27602, United States
About SECU
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team. State Employees' Credit Union (SECU) is dedicated to serving our members with integrity and care.
About the Role
The Associate Member Services Representative (MSR) is an entry-level position designed to provide team members with foundational knowledge of SECU branch operations. This role is the frontline of our member experience, responsible for providing exemplary service by responding to inquiries both in person and by telephone.
In this position, you will perform routine branch duties and follow standard procedures to ensure seamless operations. Your day-to-day activities include managing cash boxes, handling account origination and maintenance, and assisting members through various service channels. You will serve as a trusted point of contact, greeting members courteously and professionally while processing transactions, balancing cash drawers, and troubleshooting account issues. As you grow in the role, you will begin learning to open basic accounts under supervision and gain knowledge of our broader financial products, including insurance, retirement planning, and mortgage services.
Training and Development
Success in this role begins with comprehensive training. All new hires attend "Excel and Elevate – New Employee Training (E&E)," followed by a series of core modules covering checking accounts, member eligibility, money market share accounts, policies, and security procedures. You will also learn to operate our MARGO platform, CXone, and other essential systems. Additional required modules include SECU Online Services, Member Facing Websites, and Branch Security Measures. We are committed to your growth, so you will participate in additional training and continuing education to enhance your knowledge of branch operations and prepare for advancement to the next level.
Equal Opportunity
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Application Note
State Employees' Credit Union reserves the right to fill this role at a higher or lower level based on business need.
Work location
Work model: On-site
Little Rock Trail, Warehouse District, Raleigh, Wake County, North Carolina, 27602, United States
Raleigh, North Carolina
Key Responsibilities
- check_circleGreet and assist members through in-person, phone, and digital channels
- check_circleAnswer phones and respond to member inquiries and service requests
- check_circleEvaluate daily mobile and ATM check deposits
- check_circleProcess domestic and foreign wire transfers
- check_circleProvide referrals for financial advisory and real estate products
- check_circleProcess member transactions and balance cash drawers daily
- check_circleOrganize, file, and scan member documents daily
- check_circleTroubleshoot account issues and process card disputes
- check_circleOpen basic accounts under supervision following MIP procedures
- check_circleMaintain daily and monthly records for reports and compliance
Requirements
- verifiedHigh school diploma or GED equivalent
- verifiedBachelor's degree preferred
- verifiedCCUE Certification preferred
- verifiedAssociate of Arts degree preferred
- verifiedAssociate of Science degree via NC-CTP preferred
Nice to Have
Bachelor's degree, CCUE Certification, Associate of Arts degree, or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP).
Similar Job Opportunities
Skills, education and keywords
Skills: Excel, Elevate, Margo Platform, Margo Teller, Cxone, Ccue Certification.
Education: High school diploma or GED equivalent required; Bachelor's degree preferred; Associate of Arts or Associate of Science degree via NC-CTP preferred.
Frequently asked questions about Associate Member Services Representative at State CS Employees Federal Credit Union
What does a Associate Member Services Representative at State CS Employees Federal Credit Union do?expand_more
In this Associate Member Services Representative at State CS Employees Federal Credit Union role, you will greet and assist members through in-person, phone, and digital channels; answer phones and respond to member inquiries and service requests; evaluate daily mobile and atm check deposits; and process domestic and foreign wire transfers.
What are the requirements for this Associate Member Services Representative role?expand_more
To qualify for the Associate Member Services Representative at State CS Employees Federal Credit Union position, applicants should have: High school diploma or GED equivalent; Bachelor's degree preferred; CCUE Certification preferred; Associate of Arts degree preferred; and Associate of Science degree via NC-CTP preferred.
Where is the Associate Member Services Representative role at State CS Employees Federal Credit Union located?expand_more
Associate Member Services Representative at State CS Employees Federal Credit Union is based in Little Rock Trail, Warehouse District, Raleigh, Wake County, North Carolina, 27602, United States. This is a on-site role.
Is this Associate Member Services Representative job remote, hybrid, or on-site?expand_more
State CS Employees Federal Credit Union has listed this Associate Member Services Representative role as on-site.
How much experience is required for this Associate Member Services Representative role?expand_more
Candidates for Associate Member Services Representative at State CS Employees Federal Credit Union should have entry level.
What skills do you need for the Associate Member Services Representative role at State CS Employees Federal Credit Union?expand_more
Key skills for Associate Member Services Representative at State CS Employees Federal Credit Union include Excel; Elevate; Margo Platform; Margo Teller; Cxone; and Ccue Certification.
What education is required for Associate Member Services Representative at State CS Employees Federal Credit Union?expand_more
Educational requirements for this role: High school diploma or GED equivalent required; Bachelor's degree preferred; and Associate of Arts or Associate of Science degree via NC-CTP preferred.
What category does the Associate Member Services Representative role belong to?expand_more
Associate Member Services Representative at State CS Employees Federal Credit Union is part of the accounting & finance job category on Recrutus.
About State CS Employees Federal Credit Union
State Employees' Credit Union is a not-for-profit financial institution headquartered in Watertown, New York. The organization offers a comprehensive range of financial services, including savings accounts, loans, and payment solutions tailored to New York State civil service employees, as well as staff from the City of Watertown and Watertown City School District. Focused on supporting members' financial needs, the credit union emphasizes accessibility and personalized service for eligible employees and their families. Operating within the financial services industry, it maintains a localized presence in upstate New York, aligning its mission with the communities it serves.
Browse more roles: All State CS Employees Federal Credit Union jobs, accounting & finance jobs on Recrutus.