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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Role overview

This is an entry-level, full-time Associate Member Services Representative position supporting branch operations for a Confidential Client in the Accounting & Finance industry. The role focuses on delivering excellent member service across in-person, phone, and digital channels while learning standard branch procedures, cash-management, account origination and maintenance. This position is hourly — $25 per hour.

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What You’ll Do

• Greet and assist members courteously and professionally in-person, by phone, and via digital channels
• Process member transactions accurately and balance a cash drawer to Performance Measurement Criteria standards
• Perform cash-management tasks (vault, ATM, teller cash dispenser, coin sorter) and help verify cash shipments
• Open and maintain basic member accounts following MIP and internal procedures (share, money market, checking, Share Term Certificates) under supervision
• Evaluate mobile and ATM check deposits; process foreign and domestic wire transfers
• Troubleshoot member account, card, and online access issues, including dispute processing
• Adhere to Check Acceptance Guidelines, Hold procedures, and other security / control policies
• Operate drive-through window when needed and support other departments to facilitate member requests
• Organize, file, and scan daily documents; maintain records for reports (return items, forgeries, negative checking)
• Learn and complete required training modules (e.g., Checking Accounts, Member Eligibility, MARGO/Teller, Wires, Cash Handling) and assist with CXone as requested
• Provide referrals to Financial Advisory and Real Estate services when appropriate and begin building product knowledge

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Minimum qualifications

• High school diploma or GED required
• Strong verbal and written communication skills; comfortable interacting with diverse members
• Demonstrated customer-service aptitude with the ability to build member trust and rapport
• Basic problem-solving skills and attention to detail for cash handling and transaction accuracy
• Ability to complete the Credit Union’s Core Module Program within 12 months of hire (condition of employment)
• Regular attendance and punctuality

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Preferred qualifications

• Bachelor’s degree, CCUE Certification, or Associate degree (AA/AS) via NC-CTP preferred
• Prior teller, cash-handling, or member services experience in banking/credit union setting
• Familiarity with MARGO Teller, CXone, or related banking platforms

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Work environment & physical demands

• Office/branch setting with proximity to other employees and members; typical background noise from printers, phones, and coin machines
• Significant portion of the role involves sitting and using hands/fingers for keyboard and phone tasks
• Must be able to lift 10–15 pounds and comprehend phone communications

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Compensation & benefits

• Hourly rate: $25.00 per hour (full-time) — displayed to comply with local pay-transparency expectations for California listings
• Training and career development opportunities; additional benefits vary by the Confidential Client

Reasonable accommodations are available upon request for applicants with disabilities; please inform Careertakes if you need an accommodation during the application process.

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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.