About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Purpose

The Associate Member Service Representative (entry-level) supports branch operations for our confidential client in Accounting & Finance. This role provides front-line member service via in-person, phone, and digital channels while learning core branch functions such as cash handling, account maintenance, and basic account openings.

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Key Responsibilities

• Provide courteous, accurate member service across all channels (in-branch, drive-through, phone, digital).
• Process routine transactions and balance a cash drawer daily.
• Follow security, control, and privacy procedures for member information.
• Evaluate mobile and ATM check deposits and handle cash shipments and vault balances.
• Assist with account origination and basic maintenance under supervision.
• Process foreign and domestic wire transfers; help order/return foreign currency.
• Troubleshoot member account issues, card problems, and online access; process disputes as needed.
• Organize, file, and scan documentation and maintain daily/monthly records (e.g., return items, forgeries).
• Learn and use branch systems and tools (including CXone) and refer members to additional products or specialists when appropriate.
• Participate in required training and complete the Credit Union Core Module Program within the first 12 months.
• Perform other administrative tasks and reasonable duties assigned by management.

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Minimum Qualifications

• High school diploma or GED required. Preferred: Bachelor’s degree, CCUE Certification, or associate degree via NC community college transfer programs.
• Strong verbal and written communication skills.
• Positive customer-service orientation with the ability to build member confidence and trust.
• Basic problem-solving skills and attention to detail.
• Ability to complete required training programs within specified timelines.

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Work Environment & Physical Demands

• Typical office/branch setting with regular contact with members and coworkers; moderate background noise from office equipment.
• Substantial time sitting, using a computer and phone; ability to lift 10–15 pounds.
• Regular attendance and punctuality are required.

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Compensation (estimated)

• Estimated pay: $38,497 per year (estimated).

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Training & Development

• This is an entry-level role designed to build foundational branch knowledge. You will receive training on branch procedures, systems, and product referrals, and you’ll be supported to gain broader knowledge of financial advisory and real estate products for referral purposes.

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About the Employer

This position is posted on behalf of a confidential client in the Accounting & Finance industry. The hiring organization will make final decisions and manage employment directly.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.