Deposit Servicing Representative

 Deposit Servicing Representative

The Organization

Self-Help (www.self-help.org) is a community development lender founded in 1980 that creates and protects ownership and economic opportunity for minority, women-headed, rural and low-wealth families through home and small business lending.  It has provided over $5 billion in financing to help more than 55,000 low-wealth borrowers buy homes, start and build businesses, and strengthen community resources across the country. Self-Help is a national organization based out of Durham, North Carolina with regional offices across the state of North Carolina and in Washington DC and California. 

The Position

Self-Help Credit Union and Self-Help Federal Credit Union provide responsible consumer financial products and loan services for members.  The Deposit Servicing Representative will report to the Deposit Servicing Supervisor and provide first-line service to our members including the opening of all deposit accounts, transaction services, maintenance functions, and other services desired by the membership.

Principal Responsibilities

*Address member inquiries about credit union services and about their accounts (in person, telephone, mail, or email).

*Handle establishment of new memberships, open all accounts, and process changes in accounts.

*Process share withdrawals, share deposits, loan payments and account transfers.

*Assist members with wire requests, account problems, checking reconciliations, and/or errors in transactions.

*Cross-sell credit union products and services.

*Perform account maintenance as authorized.

*Manage data entry of certain account transactions into accounting system.

*Perform other duties and projects as assigned.  

Desired Qualifications

*Minimum of an undergraduate degree and 3-5 years related professional experience or 5+ years of direct experience in client/member service work in a bank, credit union, or other financial institution.

*Proficient in Microsoft Office products including Word, EXCEL and Outlook

*Excellent social skills – ability to work effectively in varied professional, socio-economic and cultural contexts.

*Excellent communication skills – written and verbal

*Ability to learn new systems quickly.  A self-starter able to successfully multi-task and work independently.

*Sensitivity to issues of low-wealth borrowers and communities, and a desire to work in a racially and socially diverse organization. Sincere commitment to teamwork and an interest in the development of colleagues, both important Self-Help values.

*Willingness to work additional hours when necessary to execute daily responsibilities and perform other assigned duties.

Compensation

We offer a competitive nonprofit salary, based on experience.  Our generous benefits package includes: health, dental and life insurance, a flexible spending plan, a 403(b) retirement plan, paid parental leave, and tuition assistance for qualified professional education.

The Application

Interested individuals should send a resume and cover letter to hiringmanager@self-help.org and reference the Deposit Servicing Representative position.

Self-Help is an equal opportunity employer.  Women and people of color are encouraged to apply.