Member Services Representative

At Harvard FCU, we believe a brighter world is possible, and that together, we can all help create it. That’s why, since 1939, we’ve helped our members build a strong financial future so they can make an impact in life, wherever it may lead. From students to professionals, from in-branch to online, from new beginnings to lifetime milestones, from Harvard Square to around the world, we deliver the accessible financial tools and resources everyone, everywhere needs to thrive. By coming together to serve, equip, and empower people to make a positive impact in their lives and communities, we’re helping build a more prosperous world for all. Join us!
Harvard FCU: https://harvardfcu.org/
Job-Specific Responsibilities:
Responsible for a comprehensive array of Member Services Representative (MSR) duties:
Processes;
transactions: deposits, withdrawals, loan payments, etc.
stop payments on teller checks, personal checks, and ACH.
all consumer loan applications/ability to disburse loans/setup loan payments/order coupon payment books.
Balances daily teller drawer and cash recyclers. Oversees all aspects of daily branch settlement.
Orders/sells cash and balances the vault.
Handles basic member issues, complaints, and counsels members with specific requests or refers to Senior Member Service Representative or manager as appropriate.
Sells money orders and processes cash advances.
Payroll maintenance/schedules payments and transfers/ACH Originations.
Opens savings and checking accounts/certificates/IRA accounts, including the processing of IRA transfers and rollovers.
Assists;
members with domestic and international wire transfers.
with the daily balancing of the ATM terminals.
Completes deposit verifications, address changes, and other written inquiries.
Foreign currency sales and check collection.
Services the coin machine.
Provides branch telephone coverage for incoming calls promptly and professionally.
Maintains a neat and clean workstation and assists in maintaining the overall Branch appearance.
Primary resource for tellers in resolving problems, maintaining quality level of member service, and increasing sales of Harvard FCU products and services through referrals.
Responsible for maintaining comprehensive job knowledge:
To develop and maintain a high level of knowledge of Harvard FCU accounts and services to assist in the cross-selling of appropriate products and services to meet members’ needs
Successful completion of in-house training sessions and other recommended training programs
Develops and maintains a comprehensive working knowledge of all Credit Union systems utilized by the Retail Group
Completes required annual training for Bank Secrecy Act (BSA), responsible for accurately completing Currency Transaction Reports (CTRs), adhering to the Customer Identification Program (CIP) Policy, reporting suspicious activity to the BSA Officer, performing Office of Foreign Assets Control (OFAC) inquiries, and Branch Robbery Procedures.
The above is a description of the ordinary duties of this position. It is expected that occasionally other duties, both related and unrelated to the above, will be assigned and therefore required.
Basic Qualifications:
Basic Qualifications are the minimum requirements a candidate must meet to be considered for this role.
High school diploma and a minimum of one year of relevant training and cash handling experience.
Additional Qualifications and Skills:
The following qualifications are strongly preferred. If you meet some but not all of the criteria, you are still encouraged to apply; we value employees who are willing to learn.
Proven customer service skills and the ability to problem solve.
Outgoing personality with excellent interpersonal, communication, and computer skills.
Position requires occasional early Saturday hours on a rotational basis, or when business needs warrant, sometimes on short notice. Attendance at late meetings or events may also be required.
Must be willing to travel to all branch locations in Boston, Cambridge, and Somerville.
Comfortable working in the diverse and multicultural environment of Harvard University and affiliate organizations.

Employment type
Full-time

Work arrangement
No