Member Service Representative Direct Hire

As a Member Services Representative, you will focus on new accounts as you provide efficient and courteous customer service, cross-sell products and services and make referrals to other departments when appropriate in order to generate new business.  Your specific duties in this role will include:

• Opening and maintaining accounts offered
• Preparing and maintaining account paperwork, including signature cards, check orders, transfers and service charges
• Providing complete account information to clients in a timely manner
• Counseling customers on various types of investments and how to best reach their financial objectives
• Accepting and processing deposits and withdrawal on commercial, personal and savings accounts
• Providing coverage for tellers, as needed

Job Requirements 

As a Member Services Representative, you must be highly organized and detail-oriented with strong analytical and creative problem-solving skills. It is also important that you display excellent verbal and written communication and interpersonal skills and the ability to interact with customers and coworkers in a friendly and professional manner.  Specific qualifications for the position include:

• High school diploma or GED
• 2 years’ experience in a New Accounts position working directly with clients in a bank or credit union
• Knowledge of New Accounts documentation with different types of personal and business accounts
• Strong knowledge of bank products and services
• Ability to use a PC and alpha-numeric keyboard

Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire or temporary position, Workway can help you to put your best foot forward. Contact us today!

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