Back to jobs

Member Service Associate-Hybrid
Fayetteville, NCPosted 5 days ago
onsite
Job Description
Job Id:
1188
# of Openings:
1
Member Service Associate-Hybrid (Must reside within 35 miles of Fayetteville, NC)
Purpose:
Responsible for providing exceptional member support both remotely and in-branch. This hybrid position allows the MSA to work from home while also providing in-person support at the assigned branch location. The MSA assists members with transactions, account maintenance, and product recommendations, ensuring consistent, high-quality member experience across all service channels, including phone, chat, and secure messaging.
Primary Duties and Responsibilities:
- Support branch operations, including opening/closing procedures, vault duties, and lobby management as needed.
- Deliver high-quality member service remotely, ensuring all interactions are handled with professionalism, accuracy, and confidentiality.
- Answer inbound calls from members to address account inquiries, balance questions, transaction history, and general account support.
- Interviews and determines eligibility and assists members regarding share and share draft information, Term Share, IRA, and Money Market Account.
- Educate members on credit union products (savings, checking, money markets, credit cards, digital banking, etc.) based on member needs as well as digital service and financial solutions.
- Balances in a timely and efficient manner and always maintain a secure cash drawer. Report all outages to the direct manager or supervisor immediately.
- Escalated matters should be routed to supervisors or managers.
- Maintain current knowledge of policies, procedures, and regulatory compliance requirements.
- Participate in ongoing training, coaching sessions, team meetings, and development to ensure service excellence.
- Maintain productivity standards and meet or exceed performance goals.
- Research and resolve member problems or discrepancies.
- Follow up with members as necessary (callbacks, emails) to ensure resolution.
- Provide walk-throughs or guide members in using self-service digital banking tools (mobile app, online banking, bill pay).
- Meet or exceed key performance metrics (e.g., average handling time, first call resolution, quality scores, sales goals).
- Comply with all security and privacy requirements and maintain the member’s confidentiality.
- May be required to work on daily reports.
- Perform any other duties as assigned.
Schedule and Work Expectations:
- Must reside within 35 miles of Fayetteville, NC.
- Two (2) weeks in person at the assigned branch or operations center for initial training (additional time may be required based on performance).
- Required to work two (2) full weeks per month in the branch. Must be flexible to work additional days or weeks if needed to support the branch.
- Travel may be necessary to any branch for work or in-branch training, including the Southern Pines location.
- Must have reliable high-speed internet, a secure, quiet workspace, and the ability to work independently.
- Standard business hours include weekends or rotating shifts, depending on the credit union’s needs.
- High call volumes, peak times.
- Regular monitoring, quality assurance, and performance feedback
- Complies with the Federal Bank Secrecy Act, Anti-Money Laundering & Customer Identification Policy (BSA), the OFAC Policy and the Identity Theft Policy.
Minimum Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum level of knowledge, skills and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Education and Training:
- High School diploma.
- On an annual basis, it is required to complete mandatory Bank Secrecy Act, OFAC and Red Flag Identity Theft training.
Prior Experience:
- 6 months to 1 year cash handling experience required.
- Minimum of one year of financial institution, customer service, or phone center experience preferred.
Other Special Skills and Abilities:
- Strong computer literacy and comfort with digital banking systems and remote communication tools.
- Excellent verbal and written communication skills.
- High attention to detail and strong problem-solving abilities.
- Professional demeanor and commitment to the credit union’s mission of service.
- Ability to remain calm under stress and handle difficult member situations professionally
- Proficiency with computer systems, MS Office (Outlook, Excel, Word)
- Good typing skills and entry accuracy
- Ability to multitask (e.g. work with multiple screens, systems).
Physical Demands:
The need for physical stamina is low to moderate.
Working Conditions:
Minimal adverse working conditions. Some fluctuations in temperature experienced in office setting. May need to work beyond normal working hours, pending organization needs.
Apply for this Position