Member Service Representative Job at Robert Half (Boston)

Member Service Representative

Robert Half

Location:
United States , Boston

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We are looking for a Member Service Representative to support day-to-day branch operations and deliver attentive service to members in Boston, Massachusetts. This contract opportunity with potential for a permanent role is ideal for someone who enjoys working in a fast-paced banking environment, handling transactions accurately, and building strong member relationships. The person in this role will help members with routine account needs while also introducing relevant financial products and services that enhance their experience.

Job Responsibility:

Deliver courteous, detail-oriented support to members by answering questions and resolving routine account-related needs
Process everyday financial transactions such as deposits, withdrawals, loan payments, and account inquiries with a high level of accuracy
Set up new accounts for both prospective and existing members while ensuring all required documentation is completed properly
Recommend and explain available credit union products and services, including electronic banking options and debit card solutions, based on member needs
Accept and post loan and other payments correctly in the system and assist with consumer lending activities, including application intake, loan processing support, and funding of approved loans
Manage cash drawer operations, complete daily balancing procedures, and perform vault-related teller duties in accordance with branch controls
Handle debit card servicing tasks such as card orders, activity review through third-party providers, and member assistance with card-related issues or questions
Follow all applicable banking regulations, federal and state compliance requirements, and internal policies, including Bank Secrecy Act and anti-money laundering standards
Support additional branch and service activities as needed to help maintain efficient daily operations

Requirements:

At least 1 year of experience in banking, credit union operations, or a similar financial services environment
Hands-on experience handling cash and processing member or customer transactions accurately
Strong customer service skills with the ability to communicate clearly and professionally
Working knowledge of common banking activities, including deposits, withdrawals, and payment processing
Ability to balance cash, maintain transaction accuracy, and follow established operational procedures
Familiarity with banking regulations, compliance expectations, and confidentiality standards
Comfortable promoting financial products and identifying opportunities to cross-sell appropriate services

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:
May 05, 2026

Work Type:

On-site work

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