Membership Specialist II

Job#: 3046087

Job Description:

Membership Specialist II

Location: Vienna, Virginia (On-site)

Role Overview

We are seeking a Membership Specialist to receive and process member requests to establish and update accounts. This role responds to inquiries regarding the field of membership across various channels, including online communications, eMessages, fax, mail, and email. The position supports and assists member acquisition and retention initiatives and operates under moderate supervision.

Key Responsibilities

• Process and approve incoming service request tasks through multiple media channels.
• Review and resolve inquiries, exceptions, and issues from members or escalated by other business units.
• Review documentation and applications to ensure completeness, accuracy, and compliance with guidelines and regulatory statutes.
• Open and maintain accounts, including Share Savings Accounts, Custodial Accounts, and Association/Memorial Accounts.
• Maintain member relations by processing requests to add, remove, or edit records.
• Communicate directly with applicants or their proxies to resolve incomplete applications.
• Work with internal security personnel to assess potentially fraudulent applications.
• Provide guidance to and assist in training less tenured specialists.
• Participate in projects of small to medium scope related to process improvement.
• Serve as acting Supervisor in the incumbent's absence.

Required Qualifications

• Ability to exercise initiative and flexibility, using good judgment to make sound decisions.
• Effective skill interacting tactfully and professionally in escalated or difficult situations.
• Effective skill interpreting and applying relevant data and instructions to guidelines, procedures, and regulations.
• Ability to handle multiple tasks simultaneously with a high degree of accuracy.
• Ability to effectively navigate multiple screens and PC applications and adapt to new technologies.
• Advanced active listening skills to accurately respond to inquiries and account requests.
• Advanced verbal and written communication skills.
• Effective organizational, time management, research, analytical, and problem-solving skills.

Preferred Qualifications

• Experience working in a high-volume, fast-paced environment.
• Experience in member or customer service, preferably in a call center, retail banking, or financial institution.
• Experience working and participating in cross-functional, multi-dimensional teams and projects.
• Experience leading projects or initiatives of small to medium scope.
• Experience leading, guiding, and mentoring others.
• Working knowledge of banking or financial industry standards and practices.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Employee Type:

Contract

Location:

Pensacola, FL, US

Job Type:

Date Posted:

August 12, 2026

Pay Range:

$20 - $25 per hour

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