Client Service Support Rep

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

We are seeking a Member Service Representative/Teller to join our team!

Maintain and enhance member account relationships by providing excellent member service.

Process share deposit payments, loan payments, manual payrolls, and account transfers.

Disburse cash and check withdrawals.

Open new membership accounts and assess for accuracy and compliance

Research and address member inquiries about credit union services and accounts.

Perform account maintenance as authorized.

Promote credit union products and services.

Maintain base knowledge of consumer and mortgage loans in order to effectively refer loan products to the consumer and mortgage loan departments. Identify solutions in support of member needs.

Observe all security/internal controls and be proactive in protecting the credit union by identifying fraudulent or forged documentation and/or activity.

Serves as back up to MSR II responsibilities, when needed.

CASH HANDLING AND BALANCING

Open, close and balance their own cash drawer daily.

Maintain drawer cash levels within prescribed amounts.

Post and Log night, ATM and mail deposits. (Adhere to general regulatory procedures including requirements of the Bank Secrecy Act and Anti Money Laundering rules

Participate in branch business development and outreach activities.

High School graduate or equivalent.

Bilingual in English/Spanish highly preferred but not required.

Minimum one year experience in financial institution or other customer service industry preferred.

Prior cash handling and customer service responsibilities preferred.

Strong commitment to our mission - creating economic opportunity for traditionally underserved communities.

Excellent customer service skills.

Demonstrated ability to communicate effectively - both verbally and in writing.

Ability to be trained and efficiently operate credit union systems and proprietary software, including proprietary software (New Solutions, Microsoft Excel, Word, and Outlook).

Ability to work flexible work hours including evenings and weekends.

May be required to travel to cover other Branches.

Ability to use keyboard and data entry skills.

Ability to demonstrate Self-Help's Core Values:

o Service with Excellence

o Diversity as a Strength

o Financial Sustainability for Mission Impact

Compensation ranges for each position are based on local market rates and will be determined by geography, role, and experience.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.