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

This entry-level role supports branch operations and provides hands-on member service in a retail banking environment. You will learn core branch functions and begin training on lending and collections while delivering courteous, accurate service to members of Confidential Client.

• Provide friendly, timely service to members in-person, by phone, and via digital channels
• Run and balance a cash drawer; follow security and control procedures
• Assist with account origination and maintenance for products such as share, checking, money market, and Share Term Certificates under supervision
• Process domestic and foreign wire transfers; assist with foreign currency ordering and returns
• Troubleshoot member account issues, card problems, online access, and disputes
• Follow SECU (Confidential Client) check acceptance and hold procedures and handle confidential member information appropriately
• Organize, file, and scan documentation; interact with other departments to facilitate member requests
• Provide Notary Public services as requested and as authorized by management
• Begin training on consumer lending, credit card products, and subsequent advances on open home equity lines of credit
• Attend collection training before performing collection duties and contact members as directed to document collection efforts
• Participate in continuing training (e.g., Credit Union Core Modules, CXone) to build product and process knowledge

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Minimum Qualifications

• High school diploma or GED required. Preferred: Bachelor’s degree, CCUE Certification, or Associate degree (AA/AS)
• Strong verbal and written communication skills
• Customer-service orientation with the ability to develop member trust and confidence
• Basic problem-solving skills and attention to detail
• Ability to complete required core training within 12 months of hire
• Willingness to learn branch systems and product offerings and to follow policies and regulatory requirements
• Must demonstrate consistent punctuality and reliable attendance

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Work Environment & Physical Demands

• Office/branch setting with regular interaction with members and colleagues; routine background noise (phones, printers, coin machines)
• Substantial amount of sitting and use of hands/fingers for computer and telephone tasks
• Ability to comprehend and respond to phone calls and member requests
• Ability to lift 10–15 pounds when necessary

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Why Join

• Entry-level opportunity with structured training and career progression into full Member Services or lending roles
• Hands-on experience across core branch operations, payments, and member support
• Work for a confidential client in the Accounting & Finance industry committed to member-focused service

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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.