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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Position Summary (overview)

This listing represents a full-time, entry-level Member Services role supporting branch operations for a Confidential Client in the Accounting & Finance industry. The role focuses on delivering excellent member (customer) service across in-person, phone, and digital channels, basic cash handling and teller functions, and learning account-opening and product-referral processes.

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Key Responsibilities

• Comply with all Confidential Client policies, procedures, and regulatory requirements.
• Protect member information and ensure account access is for business purposes only.
• Process member transactions accurately in the core system and maintain a balanced cash drawer.
• Adhere to check acceptance and hold guidelines.
• Greet and assist members courteously in-person, by phone, and via digital channels.
• Answer phones and address member service requests and basic troubleshooting for accounts, cards, and online access.
• Operate drive-through teller window when required.
• Balance vault, ATMs, teller cash dispensers, and coin sorter; verify and prepare cash deliveries/shipments.
• Evaluate daily mobile and ATM check deposits.
• Process foreign and domestic wire transfers; assist with ordering/returning foreign currency.
• Organize, file, and scan documents, and maintain daily/monthly reports (e.g., return items, forgeries).
• Begin learning to open basic accounts (share, money market, checking, Share Term Certificates) under supervision.
• Start building knowledge of Financial Advisory and Real Estate products for referral purposes.
• Participate in required training and complete internal Core Module Program within the required timeframe.
• Perform other administrative duties and tasks assigned by management.

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Minimum Qualifications

• High school diploma or GED required.
• Preferred: Bachelor’s degree, CCUE Certification, or Associate degree (per relevant community college transfer programs).
• Strong verbal and written communication skills.
• Customer-service orientation with an aptitude for building member trust and confidence.
• Good problem-solving skills and attention to detail.
• Ability to complete required training programs within specified timelines.
• Regular attendance and punctuality are mandatory.

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Work Environment & Physical Demands

• Office/branch setting with regular interaction with members and colleagues; some background noise typical of branch operations.
• Primarily a seated role with frequent computer and phone use; must be able to lift 10–15 pounds.
• Ability to comprehend and respond to phone and in-person inquiries.

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Compensation & Schedule

• Employment type: Full-time.
• Estimated pay: $38,149 per year (estimated). Actual pay and benefits are determined by Confidential Client and may vary based on location, experience, and applicable laws.
• Additional benefits and time-off policies are set by Confidential Client.

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Other Notes

• Confidential Client provides equal employment opportunity to all qualified applicants.
• Confidential Client reserves the right to fill this role at a higher or lower level based on business needs.

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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.