Member Services Representative
Job Description
We are seeking a friendly, service-driven Member Services Representative to join a financial services team. This position will assist members with day-to-day account needs, answer questions, process service requests, and provide information on available financial products and services. The ideal candidate enjoys helping people, is detail-oriented, and can confidently handle multiple member requests in a fast-paced environment.
What You’ll Do
- Assist members by phone, email, and in person with account questions and service requests.
- Provide accurate information regarding accounts, products, services, and loan options.
- Assist with wire transfers, account withdrawals, account inquiries, check requests, and online banking issues.
- Process unsecured loan applications, including credit cards and lines of credit, as well as secured loan applications when needed.
- Research account issues, including check and statement copies, misapplied payments, forgeries, and other account documentation.
- Respond to member email requests and troubleshoot online banking questions.
- Identify opportunities to introduce members to additional financial products and services that may meet their needs.
- Provide exceptional service while handling sensitive and confidential financial information.
- Assist in the lobby as needed, including scheduled Saturdays.
- Support department projects and other member-service needs as assigned.
- High school diploma or GED required.
- Previous banking, credit union, financial services, customer service, or cash-handling experience is a plus.
- Strong customer/member service and communication skills.
- Comfortable assisting members by phone, email, and face-to-face.
- Strong attention to detail and ability to accurately handle financial transactions and confidential information.
- Good problem-solving, organizational, and time-management skills.
- Basic proficiency with Microsoft Word, Excel, and internet-based systems.
- Dependable, professional, and comfortable working in a team-oriented environment.
- Ability to work occasional Saturdays and overtime when needed.
HOUAC49
Meet The Recruiter
Krista Clements
Direct Hire Recruiter
I have been with Burnett Specialists for over 25 years, and every day brings new and exciting opportunities to make someone's life a little bit better!
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