Member Service Representative

Member Service Representative
In Phoenix, Arizona 85018

Job Description

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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