Member Services Representative

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.

Member Services Representative – Financial Services
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.

What We’re Looking For

• 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