Job Information
Harvard University Member Services Representative in Cambridge, Massachusetts
65559BRAuto req ID:65559BRJob Code:400102 Accounting Assistant IV Department Office Location:USA - MA - Cambridge Business Title:Member Services RepresentativeSub-Unit:------------ Salary Grade (https://hr.harvard.edu/salary-ranges#ranges) :052Time Status:Full-time Union:55 - Hvd Union Cler & Tech Workers 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 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.
Additional Information:
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.
Interviews for this position may be conducted via telephone and 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.
Accessibility:
Harvard University welcomes individuals with disabilities to apply for positions and participate in its programs and activities. If you would like to request an accommodation or have questions about the physical access provided, please contact our University Disability Resources Department.
Department:HUECU RetailPre-Employment Screening:Credit, Criminal, Education, Identity, Prohibited PartiesJob Function:Finance 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.
School/Unit:Harvard University Employees Credit Union 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.Working Conditions:
- Work is performed in an office setting.
Job Summary:
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.
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.Benefits:We invite you to visit Harvard's Total Rewards website (https://hr.harvard.edu/totalrewards) to learn more about our outstanding benefits package, which may include:
Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers.
Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date.
Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more.
Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service.
Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.
Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions.
Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.
Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more.
Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.
Work Format:On-Site LinkedIn Recruiter Tag (for internal use only):#LI-AS1Work 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. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.About Us:Harvard University Employees Credit Union: https://www.huecu.org/
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.