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 is an entry-level branch role supporting daily member service and foundational branch operations for a Confidential Client in the Accounting & Finance industry. You will provide courteous, accurate service to members in person, by phone, and through digital channels while completing required training modules that prepare you for account maintenance, cash handling, and introductory lending and collections activities.

• Attend new employee training and complete core Credit Union modules (checking, share accounts, member eligibility, NCUA coverage, cash handling, etc.).
• Greet and assist members at the branch and via phone/digital channels with professionalism and confidentiality.
• Run and balance a cash drawer; perform cash transactions and adhere to cash-handling and check-acceptance procedures.
• Open and maintain basic member accounts (share, checking, money market, Share Term Certificates) under supervision following MIP procedures.
• Process domestic and foreign wire transfers; assist with foreign currency orders and returns.
• Troubleshoot member account issues, card disputes, and online access problems.
• Support notary requests and safe-deposit box access with appropriate supervision.
• Begin training in consumer lending, credit card products, and collections; complete required CLP coursework prior to lending responsibilities.
• Organize, file, and scan documents; interact with other departments to resolve member needs.
• Maintain confidentiality of member data and comply with regulatory and security policies.

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Minimum Qualifications

• High school diploma or GED (required).
• Strong verbal and written communication skills.
• Customer-service orientation with an aptitude for building member confidence and trust.
• Basic problem-solving skills and attention to detail.
• Ability to complete the Credit Union Core Module Program within 12 months of hire.
• Ability to lift 10–15 pounds and perform routine office tasks (keyboard use, phone operation).
• Regular attendance and punctuality.

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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).
• Previous experience in retail banking, credit unions, or member services is a plus.

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Work Environment & Physical Requirements

• Primarily an office/branch setting with close proximity to colleagues and members.
• Frequent sitting; routine use of computer and telephone.
• Some background noise from office equipment and members.
• Reasonable accommodations are available for qualified applicants in accordance with federal, state, and local law.

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Compensation & Training

• Pay: $25.00 per hour.
• This role includes structured training (Excel & Elevate and Core Module Program) and opportunities for advancement into consumer lending after successful completion of CLP requirements and in-person training.
• Additional benefits (health, retirement, paid time off) are provided by our client in accordance with company policies and local law.

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Additional Notes

• The employer for this role is Confidential Client. Careertakes is supporting the hiring process as a third‑party recruiting platform.
• This position is posted for Greenville, NC and will follow applicable federal and North Carolina employment laws.
• Confidential Client provides equal employment opportunity and will consider reasonable accommodations for applicants with disabilities.

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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.