Member Services Specialist

Summary

As a Member Service Representative, you will play a crucial role in providing exceptional customer service in a financial services setting. Your core skills in banking, basic math, customer service, and cash handling will be essential in assisting customers with their financial needs. Additionally, your premium skills in financial sales, customer relationship management, and fraud prevention will enable you to build strong relationships with customers and identify opportunities to provide them with tailored financial solutions. Your proficiency in cash management, retail math, and 10 key typing will further support you in efficiently processing transactions and ensuring accuracy in financial operations. Join our team and make a positive impact by helping customers achieve their financial goals.

Qualifications

• Strong background in banking, financial services, and customer service
• Proficiency in basic math, including cash handling, debits & credits, and financial calculations
• Experience in financial sales, loan origination, and upselling is highly desirable
• Knowledge of customer relationship management and relationship management techniques
• Familiarity with fraud prevention and detection methods
• Ability to process loans and manage loan applications effectively
• Skilled in cash management, cash register operations, and retail math
• Proficient in 10 key typing for accurate and efficient data entry
• Certification or training in math-related fields is a plus