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

Confidential Client is hiring an entry-level Associate Member Services Representative to provide excellent member service and support routine branch operations. This role focuses on teller and member-service activities, cash handling, basic account maintenance, and learning core financial products and platforms.

• Provide courteous, professional service to members in-person, by phone, and via digital channels
• Process routine transactions and balance a cash drawer in accordance with performance standards
• Support account origination and maintenance for existing members under supervision
• Evaluate mobile and ATM check deposits and assist with cash delivery preparation
• Process foreign and domestic wire transfers and assist with foreign currency orders/returns
• Troubleshoot member account issues, card problems, and online access; process disputes as needed
• Learn and use branch systems (including MARGO Teller and CXone) and complete required training modules
• Maintain daily/weekly records and assist other departments to fulfill member requests
• Operate drive-through window when required

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Core Responsibilities & Training

• Attend new-employee training and complete required core modules covering checking, savings, policies, NCUA coverage, member access, and other fundamentals
• Adhere to all Confidential Client policies, security controls, and regulatory requirements
• Ensure member information confidentiality and access accounts only for business purposes
• Balance vault, teller cash dispenser, and coin sorter; complete required cash-handling procedures
• Review reports (e.g., negative checking, NSFB) and take appropriate actions
• Participate in continuing education to expand product knowledge and readiness for advancement

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Required Qualifications

• High school diploma or GED (required)
• Strong interpersonal skills and comfort meeting members in person and by phone
• Clear verbal and written communication skills
• Basic problem-solving ability and attention to detail
• Ability to complete Confidential Client’s Core Module Program within 12 months of hire
• Regular attendance and punctuality

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Preferred Qualifications

• Bachelor’s degree, CCUE certification, or Associate degree (AA/AS) via relevant transfer programs
• Prior experience in teller, retail banking, or customer service (beneficial but not required)

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Work Environment & Physical Requirements

• Office/branch setting with typical background noise from employees, printers, telephones, and coin machine
• Significant sitting and computer/phone use required
• Ability to lift 10–15 pounds and perform routine clerical tasks (filing, scanning)
• Professional appearance and positive attitude expected

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Compensation & Employment Type

• Pay: $25.00 per hour
• Employment type: Full Time

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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.