Member Services Representative

10-Oct-2022

Harvard University Employees Credit Union

60071BR

Job Summary

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 offering trustworthy products that are easy to understand, easy to use and best suited to meet their financial needs. 

HUECU has a dynamic small-business atmosphere where every member of the team has a significant impact on our success. Our headquarters and flagship branch are located in the heart of Harvard Square, surrounded by shops, restaurants, and the vibrant University community. We are looking for talented, member-centric individuals to join our growing team. If you have energy, enthusiasm, and thrive in a fast-paced environment, please read on.  

Harvard University Employees Credit Union: https://www.huecu.org/
Harvard University Employees Credit Union (HUECU) 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.

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 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

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

• High School diploma with 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.
• 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.

Physical Requirements

• Ability to lift up to 40 pounds and stand for extended periods of time.

Working Conditions

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

Harvard University Employees Credit Union (HUECU) is an on-campus community and all positions are based in Boston and Cambridge.

The majority of jobs at HUECU are hybrid remote/office. During the initial 90-day training period, new employees may be expected to work in the office more frequently, up to full time. When appropriate, remote work must be performed in a state in which Harvard is registered (CT, MA, MD, ME, NH, NY, RI, and VT).  Additional details and expectations will be discussed during the interview process.

The University requires all Harvard community members to be fully vaccinated against COVID-19 and remain up to date with COVID-19 vaccine boosters, as detailed in Harvard’s Vaccine & Booster Requirements . Individuals may claim exemption from the vaccine requirement for medical or religious reasons. More information regarding the University’s COVID vaccination requirement, exemptions, and verification of vaccination status may be found at the University’s “COVID-19 Vaccine Information” webpage: http://www.harvard.edu/coronavirus/covid-19-vaccine-information/ . 

Harvard continues to place the highest priority on the health, safety and wellbeing of its faculty, staff and students, as well as the wider community. Information and details can be found via Harvard’s Coronavirus Workplace Policies website: https://hr.harvard.edu/corona-virus-workplace-policies .

Additional Information

Please provide a cover letter with your application and upload as one document.

• 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.

Harvard University Employees Credit Union: https://www.huecu.org/

Accessibility:

Harvard University welcomes individuals with disabilities to apply for positions and participate in its programs and activities. If you would like to request accommodations or have questions about the physical access provided, please contact our University Disability Resources Department.

Harvard offers an outstanding benefits package including: 
Harvard’s Total Rewards Program is designed to attract, retain, and reward the performance of talented employees.  Comprehensive benefits, generous paid time-off, access to education and professional development, and a vibrant campus with abundant cultural and recreational opportunities create a competitive and compelling total rewards package.  As a Harvard staff member, you enjoy many perks that come with working for one of the top employers in Massachusetts.  

Paid Time Off: 3 – 4 weeks accrued vacation days, 12 accrued sick days, 12.5 paid holidays plus winter recess, and 3 personal days awarded each calendar year.

Medical/Dental/Vision: We offer a variety of excellent medical plans, dental & vision plans, all coverage begins as of your start date. 

Retirement: University-funded retirement plan with full vesting after 3 years of service. 

Tuition Assistance Program: Competitive tuition assistance program, $40 per class at the Harvard Extension School and discounted options through participating Harvard grad schools. 

Harvard University Employees Credit Union: Our employees credit union provides a complete line of services for all your financial needs. https://huecu.org

Transportation: Harvard offers a 50% discounted MBTA pass as well as additional options to assist employees in their daily commute.
Wellness options: Harvard offers programs and classes at little or no cost, including stress management, massages, nutrition, meditation and complimentary health services.
Harvard access to athletic facilities, libraries, campus events and many discounts throughout metro Boston.

Location

USA – MA – Cambridge

Job Code

400102 Accounting Assistant IV

Department

Harvard University Employees Credit Union

Union

55 – Hvd Union Cler & Tech Workers

Pre-Employment Screening

Credit, Criminal, Identity, Prohibited Parties

Schedule

M – F / 7.00hrs per day/35.00hrs per week default schedule but overtime will be required, either early/late Thursdays, depending upon the assigned branch/early Saturdays, based on a rotational schedule or as needed.
Attendance at after hours meetings and events expected.  This position is part of the bargaining unit and is overtime eligible. 

Commitment to Equity, Diversity, Inclusion, and Belonging

Harvard University views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a campus culture where everyone can thrive. We strive to create a community that draws upon the widest possible pool of talent to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.

EEO Statement

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.