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, Credit Union / Financial Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role overview

Confidential Client is hiring an Associate Member Services Representative (entry-level Member Services Representative / MSR) in Travelers Rest, SC. This role provides foundational branch operations experience in a credit union / financial-services environment. You will deliver excellent member service across in‑person, phone, and digital channels while learning core branch tasks such as transaction processing, cash handling, basic account origination, and internal referral processes.

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What You’ll Do

• Attend new-employee training and complete required core and additional modules to learn branch systems and procedures.
• Serve members courteously and professionally across channels: in-person, drive-through, phone, and digital.
• Process member transactions and balance a cash drawer to Performance Measurement Criteria standards.
• Follow Confidential Client policies and comply with regulatory requirements; safeguard member information and access accounts only for legitimate business reasons.
• Adhere to check-acceptance and hold procedures; evaluate mobile and ATM deposits.
• Balance vaults, ATMs, teller cash dispensers, and coin sorters; assist with cash deliveries and shipments.
• Process domestic and foreign wire transfers; assist with ordering/returning foreign currency.
• Troubleshoot member account issues, card problems, and online access; process disputes as needed.
• Organize, file, and scan documents; maintain daily/monthly records for reports (e.g., return items, forgeries).
• Begin learning to open basic accounts (share, money market, checking, term certificates) under supervision.
• Start building product knowledge (e.g., insurance, retirement, investments, trust, mortgage) and make appropriate referrals.
• Participate in ongoing training and complete the Credit Union’s Core Module Program within 12 months of hire.
• Complete other administrative tasks and responsibilities as assigned; maintain regular attendance and punctuality.

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Training & Modules (examples)

Core modules you will complete include:

• Checking Accounts
• Member Eligibility
• Money Market Share Accounts
• Policies Overview
• Share Accounts
• Lending Overview
• NCUA Coverage
• Cooperative Principles
• Member Access
• Company Orientation

Additional required modules prior to advancement:

• Member-Facing Websites
• Branch Security Measures
• Share Term Certificates
• Account Titling & Designations
• Buy/Sell
• Funds Transfer
• Member Identification
• Stop Payments & Stop Cautions
• Wires
• Cash Handling
• Check Acceptance
• Holds
• Teller and branch platforms (e.g., MARGO or equivalent)
• New Accounts

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Minimum requirements

• High school diploma or GED required.
• Preferred: Bachelor’s degree, CCUE certification, or Associate degree via applicable transfer programs.
• Strong communication skills (verbal and written) and a customer-focused attitude.
• Good problem-solving ability and aptitude for building member trust and confidence.
• Ability to complete required core training within specified timeframes.
• Able to lift 10–15 pounds and perform routine office duties (sitting, keyboard and telephone use).

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Compensation & Benefits

• Estimated pay: $60,049 per year (estimated figure provided in source posting).
• On-the-job training, continuing education, and clear advancement opportunities within branch operations and referral areas.
• Work in a member-centered credit union environment with opportunities to grow product knowledge and career paths.

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Job environment & physical demands

• Office/branch setting with proximity to other employees and members; some background noise from printers, phones, and coin machines.
• Job requires extended sitting, regular computer and phone use, and occasional lifting up to 10–15 pounds.
• Must be able to comprehend and carry out job duties and telephone conversations.

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About the employer

This role is for Confidential Client, a credit union / financial-services organization. Confidential Client is committed to providing a professional, inclusive work environment and adheres to applicable policies and regulatory requirements.

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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.