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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What You’ll Do

Confidential Client is hiring an entry-level Associate Member Service Representative to deliver exceptional member service in a branch environment. This role provides foundational training in branch operations and includes routine teller and member-service duties.

• Comply with Credit Union policies, regulatory requirements, and security controls.
• Maintain strict confidentiality of member information.
• Serve members in-person, by phone, and via digital channels — provide courteous, timely support.
• Process routine transactions and balance a cash drawer to Performance Measurement Criteria.
• Follow check-acceptance and hold procedures.
• Operate drive-through window as needed.
• Balance vaults, ATMs, teller cash dispensers, and coin sorters.
• Evaluate daily mobile and ATM check deposits.
• Verify and prepare cash shipments and deliveries.
• Process foreign and domestic wire transfers; assist with foreign currency ordering/returns.
• Troubleshoot member account problems, card issues, and online-access disputes.
• Review reports such as negative checking, NSFB, and Share Below $25; take appropriate actions.
• Begin learning account opening procedures for basic accounts (shares, checking, money market, Share Term Certificates) under supervision.
• Organize, file, and scan documents daily; maintain daily/monthly records (return items, forgeries).
• Start building basic knowledge of Financial Advisory and Real Estate products to identify referral opportunities.
• Learn CXone and assist MSS as requested.
• Participate in required training, maintain regular attendance, and complete additional administrative tasks as assigned.

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Minimum Qualifications

• High school diploma or GED required.
• Preferred: Bachelor’s degree, CCUE Certification, or Associate degree via NC-CTP.
• Strong verbal and written communication skills.
• Customer-service mindset with ability to build member trust and confidence.
• Basic problem-solving skills and attention to detail.
• Must complete the Credit Union Core Module Program within 12 months of hire.
• Must be authorized to work in the United States.

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Work Environment & Physical Demands

• Office/branch setting with routine interaction with members and teammates; moderate background noise possible.
• Substantial sitting; frequent computer and phone use.
• Ability to lift 10–15 pounds intermittently.
• Must be able to comprehend and respond to phone calls and in-person member requests.

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Compensation

• Estimated salary: $36,832 per year (as listed). Actual pay may vary based on experience and internal salary bands.
• Confidential Client may adjust level or compensation based on business needs.

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Why Join

This role is ideal for candidates seeking an entry-level opportunity in branch operations with structured training and regular interaction with members. You’ll develop core skills in cash handling, account services, and cross‑selling/referral awareness for financial products.

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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.