Member Services Representative

3 weeks ago

Cambridge, United States Harvard University Full time

**Job Summary**

**Position Description**

Responsible for a comprehensive array of MSR duties:

- Processes transactions: deposits, withdrawals, loan payments, etc.
- Balances daily teller drawer and cash recyclers. Oversees all aspects of daily branch settlement.
- Order/sell cash and balance the vault.
- Handles basic member issues, complaints and counsels members with specific requests or refers to Senior Member Service Department 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.
- Processes stop payments on teller checks, personal checks and ACH.
- Assists members with domestic and international wire transfers.
- Completes deposit verifications, address changes and other written inquiries.
- Assists with the daily balancing of the ATM terminals.
- Foreign currency sales and check collection.
- Ability to service the Coin Machine (_located at the Harvard Square Branch_).
- 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 HUECU products and services through referrals.

Responsible for maintaining comprehensive job knowledge:

- To develop and maintain a high level of knowledge of HUECU 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 Assists Control (OFAC) inquires, and Branch Robbery Procedures

The above is a description of 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**

High school diploma and a minimum of one year relevant training and cash handling experience.

**Additional Qualifications and Skills**

**The following qualifications are strongly preferred. If you meet some, but not all, we still encourage you to apply. HUECU values employees with a willingness to learn.**
- Proven customer service skills and the ability to problem solve.
- Outgoing personality with excellent interpersonal, communication and computer skills.
- Ability to speak Spanish preferred (_MGH Branch Specific_)
- Position requires working early or late Thursdays (_depending upon assigned branch_) and early Saturday hours on a rotational basis, or when business needs warrant, sometimes on short notice. Attendance at late meetings/events also may be required.
- Ability to lift up to 40 pounds, and stand for extended periods of time.
- Must be willing to travel to all branch locations in Boston, Cambridge and Somerville.
- Comfort working in the diverse and multicultural environment of Harvard University and affiliate organizations.

**Working Conditions**

Interviews for this position may be conducted via telephone & Zoom video conferencing, based on the department’s current presence on campus.

The health of our workforce is a priority for Harvard University. With that in mind, we strongly encourage all employees to be up-to-date on CDC-recommended vaccines.

**Additional Information**
- Please note: Harvard University requires a pre-employment reference and background screening, which includes OFAC (Office of Foreign Assets Control).
- Harvard University is unable to provide work authorization and/or visa sponsorship.
- This position has a 90-day orientation and review period.

**Work Format Details**
- This position is based on-campus, in Massachusetts. This may include in-person during emergency situations (if applicable). Additional details will be discussed during the interview process. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.

**About Us**
- The Harvard University Employees Credit Union (HUECU) is one of the fastest growing Credit Unions in the country and a leader in our industry. As a not-for-profit cooperative, we put our members’ best interests first in all that we do. We are passionate about service and fanatical about solving problems. Integrity and transparency are the foundation of HUECU’s philosophy. Our mission is to enhance our members’ lives by developing and offer

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