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

Confidential Client is hiring an entry-level Associate Member Services Representative to deliver excellent member service while learning core branch operations. This full-time role provides on-the-job training across teller and member services functions and is a strong opportunity to build a career in Accounting & Finance.

• Process member transactions accurately across channels (in-person, drive-through, phone, digital).
• Balance cash drawer; support vault, ATM and teller cash dispenser reconciliation.
• Assist with account origination and maintenance for existing members under supervision.
• Evaluate mobile and ATM check deposits and process foreign and domestic wire transfers.
• Troubleshoot member account issues, card problems, and online access; process disputes as needed.
• Maintain records: file, scan and prepare daily/monthly reports (return items, forgeries, negative checking).
• Support cash shipments and deliveries; help order/return foreign currency.
• Learn company policies, Check Acceptance Guidelines and hold procedures.
• Answer phones, operate CXone as required, and collaborate with other departments to resolve member requests.
• Begin learning to refer members to Financial Advisory and Real Estate products and services.
• Participate in required training programs and complete the Confidential Client Core Module program within 12 months of hire.

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Compensation & Employment Type

• Pay: $25.00 per hour
• Employment type: Full-time

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Minimum Qualifications

• High school diploma or GED required. Preferred: Bachelor’s degree, CCUE certification, or an Associate degree via the NC Community College Transfer Program.
• Strong verbal and written communication skills and a customer-service mindset.
• Demonstrated attention to detail, good problem-solving skills, and ability to maintain confidentiality.
• Ability to complete required training programs and meet regular attendance expectations.
• Ability to lift 10–15 pounds and perform routine office tasks.

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Work Environment & Physical Demands

• Office/branch setting with routine interaction with teammates and members; some background noise from office equipment and foot traffic.
• Substantial amount of sitting; frequent use of hands/fingers for keyboard and telephone.
• Must be able to comprehend and respond to phone calls and member interactions.

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Why Join Confidential Client

• Entry-level role with structured training and exposure to multiple branch functions.
• Opportunity to learn financial services products and grow into advisory or operations roles.
• Supportive, values-driven workplace focused on member service and development.

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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.