Description

Job Summary:

Robert Half is partnering with a company on a Member Service Representative position. The ideal candidate will be responsible for providing exceptional service to our members, handling a variety of transactions, and promoting products and services. This position offers an excellent opportunity for someone who is detail-oriented, personable, and passionate about helping others achieve their financial goals.

Duties and Responsibilities:

• Greet and welcome members and visitors in a professional manner.

• Provide prompt, efficient, and accurate service in processing transactions.

• Offer general and specific service-related information concerning credit union products or policies in-person and by telephone.

• Respond to email or other electronic requests from members promptly and professionally.

• Resolve members’ requests, problems, and complaints, directing them to the appropriate person when necessary.

• Open new accounts, service existing accounts, and provide members with necessary information for membership.

• Handle requests from members for various transactions such as transfers, withdrawals, check requests, and loan payments.

• Process, close, and disburse loans in accordance with company policies.

• Conduct orientation interviews on credit union services and programs with new members.

• Promote credit union products and services based on member needs, actively cross-selling products.

• Maintain up-to-date knowledge of all credit union products, services, policies, and procedures.

• Provide information on investment alternatives to members interested in depositing funds.

• Research accounts for deposit, withdrawal, and loan-payment discrepancies.

• Assist members in balancing their accounts and opening individual retirement accounts.

• Stay adaptive to continuous product changes, policy, and procedure updates.

• Perform back-office duties as assigned.

  Requirements Customer Service, Account Management, Computer Data Entry

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .