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

The Associate Member Services Representative (entry-level) provides friendly, accurate member service and supports branch operations. Responsibilities include:

• Greet and assist members in-person, by phone, and via digital channels.
• Process routine transactions and balance a cash drawer in accordance with performance standards.
• Open and maintain basic member accounts (share, money market, checking, Share Term Certificates) under supervision.
• Answer member questions and troubleshoot account, card, and online access issues; process disputes as needed.
• Evaluate and process daily mobile and ATM check deposits.
• Process foreign and domestic wire transfers; assist with foreign currency ordering/returns.
• Operate drive-through window when required.
• Balance vault, ATM cash, teller cash dispenser, and coin sorter; assist with cash shipments and verifications.
• Maintain daily/monthly records (return items, forgeries, reports).
• Organize, file, and scan documents; interact with other departments to fulfill member requests.
• Follow SECU Check Acceptance Guidelines, Holds procedures, and other security controls.
• Complete required training modules (Excel & Elevate new hire training plus Core Modules) and participate in continuing education.
• Begin learning Financial Advisory and Real Estate product referrals and assist MSS/CXone workflows as requested.
• Complete additional tasks assigned by management.

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Role details

• Employment type: Full time
• Location: Garner, NC (on-site)
• Pay: $25.00 per hour

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Required Education & Experience

• High school diploma or GED (required).
• Strong interpersonal skills and an aptitude for building member confidence and trust.
• Good verbal and written communication skills.
• Solid problem-solving ability and attention to detail.
• Complete the Credit Union’s Core Module Program within 12 months of hire as a condition of employment.

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Preferred Education & Experience

• Bachelor’s degree, CCUE Certification, or an Associate of Arts/Science via the NC Community College Transfer Program (NC-CTP) (preferred).

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Work Environment & Physical Requirements

• Office/branch setting with regular proximity to members and colleagues; moderate background noise (phones, printers, coin machines).
• Substantial amount of sitting; frequent use of hands/fingers for computer and telephone operation.
• Must be able to comprehend phone calls and lift 10–15 pounds.
• Regular attendance and punctuality are mandatory.

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How we hire & advancement

• This is an entry-level role with structured training (Excel & Elevate + Core Modules) and defined competency modules required for advancement.
• Confidential Client may fill this role at a higher or lower level depending on business need.

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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.