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We are looking for a Member Services Representative to join a member-centered financial institution. This contract-to-permanent opportunity is ideal for someone who enjoys creating positive member experiences, handling day-to-day financial transactions, and identifying solutions that support individual financial goals. The role blends front-line service, relationship building, and operational support in a collaborative branch environment.
Job Responsibility
Deliver attentive service to members in person and through phone or other communication channels, creating a welcoming and detail-focused experience
Accurately complete routine financial activities such as deposits, withdrawals, transfers, and loan payment processing while maintaining compliance standards
Learn about member needs and suggest relevant financial products or services that align with their goals and circumstances
Contribute to branch growth by building rapport, encouraging new memberships, and supporting deposit-related opportunities through proactive outreach
Assist with daily branch functions, including opening and closing tasks and general operational support as needed
Reduce risk by following established procedures, reviewing transactions carefully, and helping identify potential fraud concerns
Work closely with branch colleagues to support service goals and ensure members receive consistent, efficient assistance
Maintain up-to-date knowledge of available financial offerings, service processes, and industry developments to better support members
Requirements
High school diploma or equivalent required
At least one year of experience in customer service, sales, or financial services that includes cash handling responsibilities
Strong verbal and written communication skills with the ability to build trust and respond effectively to member needs
Demonstrated problem-solving ability and a service-oriented approach in a fast-paced environment
Comfortable using computers for daily tasks, including typing, data entry, and Microsoft Office applications
Previous experience in call center customer service or high-volume member support environments is helpful
Availability to work a part-time schedule of 24 to 32 hours per week, including every Saturday
Willingness to complete four weeks of paid training and support both transaction-based and advisory-style member interactions
What we offer
medical, vision, dental, and life and disability insurance