Member Services Representative Job at Personify Health (Tempe)

New

Member Services Representative

We are looking for a service-driven individual to join a financial services team...

Location

United States , Thomasville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required
At least 1 year of experience in customer service, banking, retail sales, call center support, or another member-facing role involving cash handling
Strong communication and interpersonal skills with the ability to serve a diverse customer base professionally and respectfully
Demonstrated ability to work efficiently in a fast-paced environment while managing multiple tasks with accuracy
Comfort using computers for daily work, including data entry, typing, Microsoft Office, and customer or banking systems
Commitment to delivering excellent service and helping members understand products, services, and self-service tools
Ability to work collaboratively with a team and adapt to changing priorities, including a Monday through Saturday schedule based on business needs
Experience with banking platforms, member service systems, or financial software is preferred

Job Responsibility

Build strong member relationships by learning about financial needs and connecting individuals with suitable accounts, services, and solutions
Guide members in using digital banking tools and other financial resources so they can manage their accounts with greater confidence and convenience
Handle routine and complex account activity, including deposits, withdrawals, transfers, payments, and maintenance requests for consumer and business accounts
Contribute to membership and deposit growth by recognizing opportunities to introduce additional products and savings options
Alternate between service desk and teller responsibilities based on branch traffic, staffing needs, and operational priorities
Follow security and compliance procedures closely, identify unusual account activity, and escalate potential fraud concerns when appropriate
Support member engagement efforts through outbound communication designed to strengthen relationships and uncover additional service needs
Assist with daily branch operations such as opening and closing tasks, resolving balancing issues, and maintaining smooth workflow across the team
Partner with coworkers to meet service objectives, maintain a well-organized branch environment, and complete special assignments as needed

What we offer

Medical, vision, dental, and life and disability insurance
Company 401(k) plan

Fulltime

New

Member Services Representative

We are looking for a service-driven Member Services Representative to support me...

Location

United States , Thomasville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required
At least 1 year of experience in customer service, sales, or financial services that includes cash handling
Strong verbal and written communication skills with the ability to build trust and respond effectively to member needs
Comfortable working in a fast-paced, service-oriented environment with solid computer, typing, and general technology skills
Ability to balance transactional responsibilities with consultative member support and product recommendations
Proficiency in Microsoft Office
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

Job Responsibility

Deliver attentive, personalized assistance to members in person and through phone or other service channels
Handle daily financial transactions accurately, including deposits, withdrawals, transfers, and loan payment activity
Ask thoughtful questions to understand member goals and connect them with appropriate accounts, services, or financial solutions
Contribute to branch growth by building member relationships, encouraging engagement, and supporting outreach efforts
Assist with routine branch operations such as opening and closing tasks and other day-to-day operational needs
Follow established procedures to protect member information, reduce fraud exposure, and ensure compliant transaction handling
Work closely with branch teammates to support service standards, meet performance objectives, and maintain smooth operations
Stay informed on available products, service offerings, and relevant financial industry developments to better assist members

What we offer

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

Parttime

New

Member Services Representative

We are looking for a Member Services Representative to join a member-centered fi...

Location

United States , Thomasville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

What we offer

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

Parttime

Member Services Representative

We are looking for a service-driven Member Services Representative to support me...

Location

United States , Tallahassee

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

What we offer

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

Fulltime

Member Services Representative

Robert Half is looking for a Member Services Representative to support members w...

Location

United States , Lexington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in a call center or customer service role within a fast-paced environment
Strong computer skills with the ability to navigate multiple applications efficiently
Accurate typing skills and the ability to document information while speaking with customers
Clear verbal communication skills and a detail-oriented phone presence
Demonstrated ability to deliver attentive, high-quality customer service
Strong organizational skills and the ability to remain effective under pressure

Job Responsibility

Respond to member calls in a fast-moving service environment while maintaining a courteous and solution-focused approach
Assist members with questions, concerns, and service requests by providing accurate information and clear next steps
Enter, update, and review member information in computer systems with strong attention to detail
Document conversations and actions taken during each interaction to ensure complete and accurate records
Manage multiple tasks at once, including speaking with members, navigating systems, and typing notes in real time
Escalate complex issues when needed and collaborate with internal teams to support timely resolution
Meet service expectations for responsiveness, call quality, and consistency during daily member interactions

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan
Free online training
Access to top jobs
Competitive compensation

Fulltime

Member Services Representative

Location

United States , Southgate

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in customer service, member support, or a call center environment
Strong computer skills, including confidence navigating multiple systems and completing data entry tasks efficiently
Accurate typing skills and the ability to handle high-volume work without sacrificing quality
Solid reading comprehension and attention to detail when reviewing written information and visual documentation
Demonstrated ability to think critically, make independent decisions, and solve problems effectively
Strong organizational skills with the ability to document work clearly and maintain reliable records
Ability to work successfully in a fast-paced environment while meeting performance expectations

Job Responsibility

Review complex approval-related information and use sound judgment to make accurate determinations
Compare images and supporting details against established guidelines to confirm whether submissions meet required standards
Research discrepancies, investigate exceptions, and gather information needed to resolve issues efficiently
Enter and maintain large volumes of records with a high level of speed, accuracy, and consistency
Interpret written materials carefully to identify key details and apply policies correctly in daily work
Record decision logic thoroughly and keep documentation organized for tracking and future reference
Manage member interactions in a fast-paced service or call center setting while maintaining clear communication and responsiveness
Consistently achieve defined quality expectations and productivity goals in a deadline-driven environment

What we offer

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

Fulltime

Member Services Representative

We are looking for a Member Services Representative to support members from our ...

Location

United States , La Vergne

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 1 year of experience in customer service, member support, call center operations, or a similar client-facing role
High school diploma required
additional education or equivalent practical experience is preferred
Strong written and verbal communication skills with the ability to explain information clearly and professionally
Demonstrated ability to manage data entry accurately while working across customer service software and multiple systems
Experience resolving customer issues independently using sound judgment, empathy, and effective problem-solving skills
Proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook
Familiarity with service platforms such as ServiceNow, HubSpot, or comparable ticketing and customer relationship tools is preferred

Job Responsibility

Respond to member questions through appropriate service channels and provide clear, accurate information about products, services, and account-related matters
Investigate and resolve concerns tied to online orders, including shipment updates, delivery issues, and related follow-up communication
Handle complaints with professionalism, determine the root cause of issues, and drive timely resolutions that support member satisfaction
Partner with internal departments to coordinate solutions and ensure members receive a consistent and seamless service experience
Support the onboarding and day-to-day guidance of new team members by sharing processes, service expectations, and best practices
Communicate with external vendors as needed to gather information, resolve service questions, and support order-related problem solving
Maintain detailed and accurate records in customer service platforms and other business systems to document interactions and outcomes
Contribute to team performance by meeting service-level expectations for response times, resolution quality, and completion of assigned tasks

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan
Free online training
Access to top jobs
Competitive compensation

Member Services Representative

We are looking for a service-minded Member Services Representative to join a hea...

Location

United States , Saint Louis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in customer service, member support, call center operations, or a similar fast-paced service environment
Strong computer skills with the ability to learn internal systems and handle routine data entry efficiently
Accurate typing skills and attention to detail when processing records, payments, and membership information
Ability to communicate clearly and professionally with members, visitors, and internal team members
Comfortable balancing administrative responsibilities with high-volume service interactions
Strong organizational skills and the ability to manage multiple priorities in a deadline-driven setting
A dependable and proactive approach to supporting team goals and delivering a positive member experience.

Job Responsibility

Manage incoming membership forms, payment details, and account changes with a high level of accuracy and timeliness
Reach out to members regarding renewals and continued participation, helping strengthen engagement across each stage of the member experience
Support onsite and organizational events by assisting with member-facing activities, including coverage at service booths during major annual gatherings
Prepare and organize administrative materials such as information packets, certificates, and related documents for internal and external use
Welcome visitors and respond to member inquiries with professionalism, clarity, and a strong customer service focus
Maintain orderly records and ensure membership data is updated consistently across systems and files
Assist the broader team with operational tasks that improve workflow and support daily member services functions.

What we offer

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

Fulltime

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