Member Service Representative – Morrisville, NC

POSITION: Member Service Representative
LOCATION: Morrisville, NC

Welcome Federal Credit Union, Morrisville  Branch, is looking for an energetic, high-performing, goal-oriented individual to actively assist in building financial relationships with members.  This role requires travel to support our Henderson and Zebulon branches as needed.

ESSENTIAL FUNCTIONS:

• Processes all requests from members, including, but not limited to, transfers, loan payments, withdrawals, check requests, line of credit advances, and address changes.
• Communicates with members regarding transactions relating to their accounts (ex: overdrafts, Courtesy Pay, account closings, charges and fees, transfer of funds, pre-authorized drafts, direct deposit or payroll deduction, etc.)
• Responds to members’ concerns, problems, and complaints and/or directs them to the proper person for specific information and assistance. Assists members in reconciling their accounts.
• Processes loan payments and deposits. Cash checks and process withdrawals.  Verifies amounts and examines checks for proper endorsement and negotiability.  Recognizes currency characteristics and detects counterfeits.
• Cross-sells WFCU services by promoting and explaining programs to qualified members based on the member’s current situation and individual needs.
• Opens new accounts and services existing accounts in accordance with WFCU policies and procedures. Sets up new account files and provides members with all required information and disclosures.
• Balances Teller drawer daily, including cash, checks, stamps, and tickets. Reports any discrepancies to the Branch Manager.
• Represents WFCU to members in a courteous and professional manner and provides prompt, efficient, and accurate service in the processing of transactions. 

Knowledge, Skills & Abilities:

• High School degree required; Associate’s degree preferred, and minimum of one year work experience in a payroll/accounting/banking role, including data entry, customer service, and problem resolution.
• Previous cash-handling experience preferred.
• Computer proficiency and technical aptitude with knowledge of MS Office applications.
• Ability to articulate ideas clearly (both written and oral), listen accurately, and establish personal rapport with people from a variety of backgrounds.
• Ability to effectively multitask in a fast-paced environment with attention to accuracy and detail. 

HOW TO APPLY:

• Send your resume to careers@welcomecu.org