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

This is an entry-level Member Services role (Associate Member Services Representative) supporting branch operations for our confidential client. You will provide exceptional, accurate service to members across in-person, phone, and digital channels while learning cash-handling and basic account services.

• Process member transactions and balance a cash drawer according to performance standards
• Greet members and respond to member inquiries courteously and professionally (in-person, phone, digital)
• Learn to open and maintain basic deposit accounts (share, money market, checking, Share Term Certificates) under supervision
• Evaluate mobile and ATM check deposits; adhere to check acceptance and hold procedures
• Balance and help manage vaults, ATMs, teller cash dispensers, and coin sorters
• Process foreign and domestic wire transfers, and assist with foreign currency ordering/returns
• Troubleshoot member account, card, and online access issues (including disputes)
• Maintain daily and monthly records (return items, forgeries); file and scan documents
• Support cash delivery and shipment verification and preparation
• Cross-refer members to financial advisory and real estate services as appropriate
• Participate in required training (e.g., Credit Union Core Module Program) and complete assigned administrative tasks

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Compensation (Estimated)

• Estimated pay: $39,068 per year (estimated)

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Minimum Qualifications

• High school diploma or GED required. Preferred: Bachelor’s degree, CCUE Certification, or Associate degree via NC-CTP
• Strong verbal and written communication skills
• Demonstrated customer-service orientation and aptitude for building member trust
• Basic problem-solving skills and attention to detail
• Ability to complete required core training within 12 months of hire

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Work Environment & Physical Demands

• Office/branch environment with regular interaction with members and coworkers
• Some telephone and background noise from office equipment
• Substantial sitting; frequent use of keyboard and telephone
• Ability to lift 10–15 pounds and perform routine physical tasks associated with branch operations

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Why Careertakes & Our Client?

As a third-party recruiting partner, Careertakes helps match you to this opportunity with our confidential client in the Accounting & Finance sector. You’ll gain structured, on-the-job training, build cash-handling and member-service skills, and begin a foundation for a career in financial services.

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Additional Notes

This is an entry-level, full-time role. Our client reserves the right to hire at a higher or lower level based on business needs. Reasonable accommodations are available for candidates with disabilities; please let us know if you need assistance during the hiring process.

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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.