Associate Member Services Representative
The Associate Member Services Representative is an entry-level role responsible for delivering exemplary member service and performing routine branch operations at Confidential Client. This position involves handling transactions, managing cash, assisting members in-person and via phone, and learning foundational financial products and services while adhering to regulatory and security policies. The role emphasizes training and development through core modules to prepare for advancement within the credit union.
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
The Associate Member Services Representative (MSR) is an entry-level, full-time role supporting branch operations for our confidential client. You will deliver outstanding member (customer) service, perform routine teller and branch tasks, and complete required training modules to build a strong foundation in branch operations and financial products.
- Process teller and member transactions accurately across in-person, drive-through, phone, and digital channels
- Balance cash drawer; assist with vault, ATM, teller dispenser, and coin sorter reconciliation
- Open and maintain basic accounts (share, checking, money market, Share Term Certificates) under supervision
- Evaluate mobile and ATM check deposits and process foreign and domestic wire transfers
- Follow check acceptance guidelines, holds, and cash-handling procedures
- Troubleshoot member account, card, and online-access issues; process disputes where appropriate
- Prepare and verify cash shipments and deliveries; assist with foreign currency ordering/returns
- Organize, file, and scan daily documentation; maintain records for reports (return items, forgeries)
- Use CXone and other systems as part of member support and internal routing
- Refer members to Financial Advisory and Real Estate services as appropriate; escalate complex requests to specialists
- Participate in required training programs and complete Core Module Program within 12 months
Qualifications
Required
- High school diploma or GED equivalent
- Strong verbal and written communication skills
- Customer-service orientation and ability to build member trust
- Basic problem-solving ability and attention to detail
- Ability to complete the employer’s Core Module Program within 12 months of hire
Preferred
- Bachelor’s degree, CCUE Certification, or Associate degree via the NC Community College Transfer Program (NC-CTP)
- Prior cash-handling, teller, or member-services experience
- Familiarity with CXone or similar contact-center platforms
Location & Compensation
- Location: Concord, CA (onsite)
- Employment type: Full-time
- Pay: $25 per hour (as listed)
- Employer: Confidential Client (via Careertakes)
This position follows applicable state and federal employment laws. Reasonable accommodations are available upon request for candidates with disabilities.
Working Conditions & Physical Requirements
- Office/branch setting with regular proximity to coworkers and members and some background noise
- Substantial sitting and computer/phone work; frequent use of hands and fingers for keyboard and telephone
- Must be able to lift 10–15 pounds and comprehend oral communications clearly
- Regular attendance and punctuality are mandatory
Why Join
- Structured onboarding and ongoing training (Excel & Elevate and Core Module Program)
- Clear development path to more advanced branch and advisory roles
- Hands-on experience across core branch functions and financial services
- Opportunity to build customer-service skills and product knowledge in Accounting & Finance
Notes & Compliance
- The Confidential Client is an Equal Opportunity Employer and complies with applicable employment laws.
- This role may require background/reference checks as allowed by law.
- All job details provided here reflect the source posting; Careertakes does not guarantee employment and supports the hiring process as a third-party recruiter.
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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