Member Services Representative

Job Description

Job Description

We are looking for a service-driven individual to join a financial services team as a Member Services Representative. This contract opportunity is ideal for someone who enjoys building trust with members, guiding them through financial solutions, and supporting daily branch activity in a fast-moving environment. The role combines customer care, transaction processing, and product education, offering the chance to make a meaningful impact on member satisfaction and financial confidence.

Responsibilities:
• Build strong member relationships by learning about financial needs and connecting individuals with suitable accounts, services, and solutions.
• Guide members in using digital banking tools and other financial resources so they can manage their accounts with greater confidence and convenience.
• Handle routine and complex account activity, including deposits, withdrawals, transfers, payments, and maintenance requests for consumer and business accounts.
• Contribute to membership and deposit growth by recognizing opportunities to introduce additional products and savings options.
• Alternate between service desk and teller responsibilities based on branch traffic, staffing needs, and operational priorities.
• Follow security and compliance procedures closely, identify unusual account activity, and escalate potential fraud concerns when appropriate.
• Support member engagement efforts through outbound communication designed to strengthen relationships and uncover additional service needs.
• Assist with daily branch operations such as opening and closing tasks, resolving balancing issues, and maintaining smooth workflow across the team.
• Partner with coworkers to meet service objectives, maintain a well-organized branch environment, and complete special assignments as needed.• High school diploma or equivalent required.
• At least 1 year of experience in customer service, banking, retail sales, call center support, or another member-facing role involving cash handling.
• Strong communication and interpersonal skills with the ability to serve a diverse customer base professionally and respectfully.
• Demonstrated ability to work efficiently in a fast-paced environment while managing multiple tasks with accuracy.
• Comfort using computers for daily work, including data entry, typing, Microsoft Office, and customer or banking systems.
• Commitment to delivering excellent service and helping members understand products, services, and self-service tools.
• Ability to work collaboratively with a team and adapt to changing priorities, including a Monday through Saturday schedule based on business needs.
• Experience with banking platforms, member service systems, or financial software is preferred.