Associate Member Services Representative
The Associate Member Services Representative is an entry-level role focused on delivering exemplary member service and supporting Confidential Client branch operations through routine transaction processing, cash management, and account maintenance. This position requires adherence to credit union policies and regulatory standards while assisting members via multiple service channels and beginning to develop knowledge of financial products and services.
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.
What You’ll Do
This entry-level Associate Member Services Representative role supports branch operations and delivers excellent member service across in-person, phone, and digital channels on behalf of our confidential client.
- Serve members by processing routine branch transactions and balancing a cash drawer to established standards.
- Greet and assist members courteously and professionally; answer phones and process service requests.
- Perform cash handling tasks: balance vault, ATMs, teller cash dispenser, coin sorter; verify cash deliveries/shipments.
- Process account maintenance and origination under supervision (share, checking, money market, Share Term Certificates).
- Evaluate mobile and ATM check deposits; process foreign and domestic wires; assist with foreign currency orders and returns.
- Troubleshoot member account issues (cards, online access, disputes) and review negative checking/NSF/share-below reports.
- Organize, file, and scan branch documents; maintain daily/monthly records (return items, suspected forgeries).
- Operate drive-through window and assist other departments to fulfill member requests.
- Learn internal systems (e.g., CXone) and begin building knowledge of Financial Advisory and Real Estate products to provide referrals.
- Participate in required training (Credit Union core modules) and complete additional administrative tasks as assigned.
Minimum Qualifications
- High school diploma or GED required. Preferred: Bachelor’s degree, CCUE Certification, or Associate degree via NC-CTP.
- Strong customer-service orientation and an aptitude for building member trust and confidence.
- Clear verbal and written communication skills.
- Basic problem-solving skills and strong attention to detail.
- Willingness to complete required training programs within the specified timeframe.
Job Type & Compensation
- Employment type: Full-time
- Estimated pay: $39,568 per year (estimated). Exact compensation and benefits will be determined by the confidential client.
Work Environment & Physical Demands
- Office/branch environment with regular interaction with members and teammates; normal background noise from phones, printers, and coin machines.
- Substantial sitting; frequent keyboard and telephone use.
- Ability to comprehend and carry out spoken instructions; lift up to 10–15 pounds as needed.
- Regular attendance and punctuality are mandatory.
Equal Employment
Careertakes and our client provide equal employment opportunity to all qualified persons and prohibit discrimination or harassment of any kind. Employment decisions are based on qualifications, merit, and business needs.
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.
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