Harvard University

Financial Services

MemberServicesRepresentative

Cambridge, Massachusetts, United States FULL TIME Remote Friendly
The Brief

“Member Services Representative at Harvard University. Skills: Member services, Financial transactions, Customer support. Process deposits, withdrawals, loan payments. Process stop payments”

What You'll Achieve.

Maintaining quality level of member service; Increasing sales of Harvard FCU products and services

Industry & Context.

Financial Services
Problems you'll solve

Ability to problem solve

Eligibility Requirements

Occasional early Saturday hours on a rotational basis, Attendance at late meetings/events may be required, Willing to travel to all branch locations in Boston, Cambridge and Somerville, Comfort working in a diverse and multicultural environment, Must be willing to travel to all branch locations in Boston, Cambridge and Somerville, Credit check, Criminal background check, Education verification, Identity verification, Prohibited Parties (OFAC) check

What They're Looking For.

Must Have

One-year relevant training, Cash handling experience

Nice to Have

Proven customer service skills, Ability to problem solve, Outgoing personality, Excellent interpersonal skills, Excellent communication skills, Excellent computer skills, Willingness to learn

What You'll Do.

Process stop payments

Process consumer loan applications

Balance daily teller drawer

Oversee daily branch settlement

Handle member issues and complaints

Process cash advances

Perform payroll maintenance

Open savings and checking accounts

Process IRA transfers and rollovers

Assist members with wire transfers

Balance ATM terminals

Complete deposit verifications

Process address changes

Provide branch telephone coverage

Maintain workstation cleanliness

Assist in maintaining branch appearance

How You'll Work.

Team & Collaboration

Primary resource for tellers in resolving problems; Increase sales of Harvard FCU products and services through referrals

Communication Scope

Excellent communication skills

Free ATS check

Applying for this Member Services Representative role?

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