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 Associate Member Services Officer role supports branch operations and delivers outstanding service to members across in-person, phone, and digital channels.

• Attend New Employee Training and complete required core modules.
• Follow Credit Union policies and regulatory requirements to protect member information.
• Run and balance a cash drawer; follow cash-handling and check-acceptance procedures.
• Greet and assist members courteously and professionally in all service channels.
• Answer incoming calls and help members with routine service requests.
• Assist with account origination and maintenance (share, checking, money market, Share Term Certificates) under supervision.
• Process foreign and domestic wire transfers; help order/return foreign currency.
• Troubleshoot account, card, and online-access issues, including disputes.
• Learn to process negative checking/NSFB/Share Below $25 reports and document collection efforts.
• Provide Notary services when requested and interact with other departments to fulfill member requests.
• Organize, file, and scan documents; maintain confidentiality and security of member records.
• Begin training in lending, credit card products, and collections; attend required collection training before collecting loans.
• Participate in ongoing training (e.g., CXone, platform tools) and complete required core modules within the first 12 months.
• Complete additional administrative tasks and other duties assigned by management.

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Qualifications

• High school diploma or GED (required).
• Strong verbal and written communication skills.
• Customer-service orientation with an aptitude for building member trust and confidence.
• Basic problem-solving skills and attention to detail.
• Ability to follow security and control procedures and maintain confidentiality.
• Regular attendance and punctuality.
• Ability to lift 10–15 pounds and perform primarily sedentary work with periods of standing as needed.
• Willingness to complete required training modules and on-the-job learning.

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Preferred Qualifications

• Bachelor’s degree, CCUE certification, or Associate of Arts/Science via the NC Community College Transfer Program (NC-CTP).
• Prior experience in cash handling, retail/branch customer service, or financial services is a plus.

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Job Environment & Physical Requirements

• Office/branch environment working in close proximity to members and colleagues; some background noise expected.
• Substantial sitting with regular use of computer and telephone.
• Routine handling of paperwork and light lifting (10–15 lbs).

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Compensation & Employment Type

• $25 per hour (hourly wage shown in source).
• Full-time.

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About the Employer

This position is posted on behalf of a Confidential Client in the Accounting & Finance industry. Careertakes is managing the recruitment process as a third-party recruiter.

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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.