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Member Services Representative

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , St. Paul

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Category:
Customer Service

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

This role is ideal for someone who enjoys building trust through one-on-one service, whether assisting with everyday account needs, handling transactions, or resolving access issues. You will serve as a key point of contact for current and prospective members, creating a welcoming experience while delivering accurate, compliant, and efficient support.

Job Responsibility:

  • Welcome members in person and by phone, respond to questions, and provide clear guidance on account services and credit union offerings
  • Process routine financial transactions accurately, including cash handling, deposits, withdrawals, and other account-related requests
  • Open new accounts and support account maintenance activities such as closures, address updates, and profile changes
  • Assist members with digital banking access, including online banking support and troubleshooting debit card issues
  • Handle inbound and outbound calls with professionalism, offering timely follow-up and practical solutions to service concerns
  • Explain membership benefits, products, and procedures in a way that helps members make informed decisions without using a sales-driven approach
  • Maintain up-to-date knowledge of internal policies, operational procedures, and regulatory expectations to ensure reliable service
  • Create a positive branch experience by taking the time needed to understand member needs while keeping transaction-based service efficient and accurate

Requirements:

  • Previous experience in customer service, member support, retail banking, credit union operations, or a similar front-line service environment
  • Strong computer skills, including comfort navigating multiple systems and using Microsoft Outlook in a detail-focused setting
  • Ability to type accurately and document member interactions clearly while managing service tasks
  • Experience handling phone-based customer support, including multi-line phone systems and high-quality call etiquette
  • Confidence working directly with members on account servicing, transaction processing, and problem resolution
  • Strong communication and interpersonal skills with a patient, detail-focused, and service-focused approach
  • Ability to manage in-person and phone interactions while maintaining accuracy, confidentiality, and attention to detail
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 11, 2026

Work Type:
On-site work
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