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 Youll 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 Were 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
Numbers & Facts
Location
Houston, TX
Skills
Banking Servicesunmatched
Check Processingunmatched
Communication Skillsunmatched
Credit Unionunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Documentationunmatched
Financial Servicesunmatched
Financial Transactionsunmatched
High School Diplomaunmatched
Identify Issuesunmatched
Maintenance Servicesunmatched
Microsoft Excelunmatched
Microsoft Wordunmatched
Online Bankingunmatched
Problem Solving Skillsunmatched
Resolve Customer Issuesunmatched
Team Playerunmatched
Time Managementunmatched
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