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Robert Half Logo Robert Half · Banking

Member Services Representative

United States, Tallahassee · Job Posted May 27, 2026
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Job Description

We are looking for a service-driven Member Services Representative to support members with everyday financial needs while creating a welcoming and detail-oriented experience in Tallahassee, Florida. This Long-term Contract position is ideal for someone who enjoys building trust, explaining financial solutions clearly, and contributing to smooth branch operations in a fast-moving financial services environment. The person in this role will combine member support, transaction processing, and product education to help strengthen relationships and promote financial well-being.

Job Responsibility

  • Build strong connections with members by learning about their financial priorities and guiding them toward suitable banking products and services
  • Explain account options, digital banking tools, and self-service resources so members can make informed decisions and manage finances more effectively
  • Handle routine and complex transactions such as deposits, withdrawals, transfers, loan or payment processing, and account updates for consumer and business accounts
  • Support both teller and member service activities based on daily branch traffic and operational needs
  • Contribute to membership and deposit growth by identifying service opportunities and recommending relevant savings or account solutions
  • Follow branch security standards, verify transaction accuracy, and remain alert to unusual activity that may indicate fraud or operational risk
  • Take part in outbound outreach efforts to maintain engagement with members and uncover additional ways to support their financial goals
  • Assist with daily branch procedures, including opening and closing tasks, balancing issues, and other operational assignments as needed
  • Work closely with team members to meet service expectations, maintain a positive branch environment, and support ongoing business objectives
  • Continue developing product knowledge, regulatory awareness, and service skills through training, coaching, and day-to-day experience

Requirements

  • High school diploma or equivalent required
  • At least one year of experience in customer service, banking, retail, call center support, or another member-facing role that includes cash handling
  • Strong verbal and written communication skills with the ability to interact professionally with a wide range of members
  • Demonstrated ability to manage multiple tasks efficiently while maintaining accuracy, organization, and attention to detail
  • Comfortable working in a fast-paced, team-oriented environment with changing priorities and member volumes
  • Basic computer proficiency, including typing skills and familiarity with Microsoft Office applications
  • Commitment to delivering excellent service with professionalism, sound judgment, and a member-first mindset

Nice to have

Experience using banking platforms, financial systems, or customer service software is preferred

What we offer

  • Medical
  • Vision
  • Dental
  • Life and disability insurance
  • 401(k) plan
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