Member Services Representative

Basic Qualifications

The following qualifications are the minimum threshold for which a candidate must meet in order to be considered for this role.

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

Additional Information

Please provide a cover letter with your application.

• 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.

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.

• Processes all consumer loan applications/ability to disburse loans/setup loan payments/order coupon payment books

• 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 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 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.

Job Summary

Harvard Federal Credit Union (Harvard FCU) is seeking a dynamic, energetic employee with outstanding communications skills and a passion for customer service! Our ideal candidate will focus on providing an exceptional customer experience in all member touch-points, in-person, phone interactions and digital communications. Will be responsible for providing timely, accurate service to all customers.