Member Services Representative I - Teller/Banker (Previous Financial Experience Not Required)

Member Services Rep / Teller / Banker - Immediate Opening

Are you someone who thrives on helping others, solving problems, and creating positive experiences? At HealthCare Associates Credit Union, we're not just another financial institution-we're a mission-driven team dedicated to helping our members "Bank Healthy" by providing exceptional service and personalized financial solutions.

No Previous Financial Experience Required!

• Salary Range: $20.70-$24.84/hr (Actual compensation will be determined using factors such as experience, skills & knowledge)
• 35-hour work week
• 4 weeks of paid time off
• Federal holidays off
• No working nights
• Opportunity for quarterly incentives
• Full benefits package
• 401K (Employer Matching up to 4.5% of eligible pay PLUS Employer Contribution of 4% of eligible pay)

Details:

If you are committed to customer service and a desire to learn, we will train you (financial institution experience preferred, but not required).

We take care of you so you can take care of our members!

About the Organization:

We are a full-service, credit union serving members of various Health Care organizations.

About the Position:

This position is responsible for identifying the financial needs of each member and recommending appropriate financial solutions.

Duties and Responsibilities:

Process New Accounts

• Establish savings/membership accounts
• Open checking accounts & order checks
• Open money market accounts & order checks
• Open subsequent savings, Christmas club, vacation club accounts
• Collect all required documentation (IDs, Death Certificates, Letters of Office, Etc.)

Maintain Membership Records, Documentation, and File Maintenance

• Process name changes
• Process address changes
• Process all required account maintenance
• Process and set-up auto share transfers, loan transfers and off-cycle transfers per member request
• Scan all applicable member documents daily
• Utilize and record as required in Synapsys
• Possess basic knowledge of Alkami and assist with online support
• Possess knowledge of bill pay and assist with the set-up and usage
• Prepare the daily inclearing and outclearing of checks and forward to accounting daily

Respond to Member Needs, Inquiries and Requests

• Research account inquiries or discrepancies
• Provide members with rates and account disclosure information
• Suggest products and services to further benefit members' financial needs
• Order check copies, plastics, statement copies, and reorder checks, etc.

Process Member Mailed In Transactions

• Post deposits to various share accounts
• Post loan payments
• Process VISA payments
• Send receipts for mailed in deposits
• Send withdrawal checks or close accounts per written requests
• Process fee reversals
• Process GL payments and adjustments

Process Member Walk In Transactions

• Post deposits to various share accounts
• Post loan payments
• Process VISA payments
• Process cash and check withdrawal requests
• Transfer funds between share account or from share to loan & VISA
• Cash checks for members
• Sell gift cards
• Sell vehicle stickers
• Process cash advance requests on loans and HACU's VISA
• Assist in the processing of wire transfer requests
• Process stop-payments
• Process certified checks
• Process shared branching transactions

Accurate Balancing

• Examine checks for endorsements, negotiability, and determine if funds hold needs to be placed
• Verify transaction slip is completed accurately, assist member with completion if necessary
• Complete transaction slip if one is not present with mail in transaction and clearly designate as mail deposit
• Make sure all totals balance with computer teller balance totals and recyclers if applicable (checks for deposit, withdrawal checks, and teller cash drawer if applicable)
• Prepare daily cash letter and forward to accounting

Other

• Adhere to other duties as assigned
• Assist in the Contact Center as necessary
• Support all branches in a floating teller capacity when necessary
• Assist with cash delivery verification
• Assist in the training of new hires
• Complete all compliance and training modules in a timely fashion
• Tele-contact as required and necessary
• Adhere to HACU brand guidelines at all times

Knowledge, Skills and Abilities

• Ability to work cooperatively in a group setting
• Basic math skills necessary for balancing
• Working Knowledge of computer systems (e.g., Word, Excel, PowerPoint, Windows 11, Microsoft 365, etc.)
• Ability to convey thoughts and ideas clearly and concisely
• Ability to multi-task and work in a fast-paced environment
• Ability to listen attentively and work independently with minimal supervision

Qualifications

• High school diploma or equivalent
• Prior financial institution experience helpful, but not necessary
• Prior customer/member service experience helpful, but not necessary

HACU is an Equal Opportunity Employer

This is an onsite position

Salary : $21 - $25