Member Services Representative Job at Robert Half (Kaukauna, Wisconsin)

Member Services Representative

We are looking for a Member Services Representative to support a non-profit orga...

Location

United States , Durham

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience in call center customer service or a similar high-volume support environment
Strong computer proficiency with the ability to work across multiple applications at once
Accurate typing skills and comfort with real-time data entry while speaking with customers
Excellent verbal communication skills and a detail-oriented, member-focused approach to service
Experience handling inbound calls and managing customer concerns with patience and efficiency
Ability to manage cash handling or payment-related tasks with attention to detail
Strong organizational skills and the ability to remain productive in a fast-paced setting

Job Responsibility

Respond to a steady flow of incoming calls and provide courteous, timely assistance to members with questions, concerns, and service needs
Enter and update member information accurately while navigating multiple computer systems during live interactions
Deliver clear guidance on programs, services, and account-related matters in a detail-oriented and empathetic manner
Maintain detailed records of conversations, actions taken, and follow-up needs to support service continuity
Process routine transactions, including handling payments or cash-related activities, in accordance with established procedures
Resolve member issues efficiently by identifying needs, researching information, and escalating complex matters when appropriate
Meet performance expectations for responsiveness, accuracy, and quality in a fast-paced customer service environment

What we offer

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

Member Services Representative

We are looking for a Member Services Representative to support a non-profit orga...

Location

United States , Wilson

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in customer service, preferably in a call center or other high-volume support setting
Strong computer skills with the ability to navigate multiple systems accurately and efficiently
Proficient typing ability with attention to speed and accuracy
Ability to communicate clearly, professionally, and empathetically with a wide range of members
Experience handling cash or processing payments with a high level of accuracy
Strong organizational skills and the ability to manage multiple tasks in a fast-paced environment
Dependable work habits and a commitment to delivering excellent member service

Job Responsibility

Respond to a high volume of member inquiries by phone and provide timely, courteous support
Assist individuals with account questions, service requests, and general program information while ensuring accurate documentation
Enter, update, and maintain member information in computer systems with strong attention to detail
Process cash transactions and related payments in accordance with established procedures
Type notes, correspondence, and service records efficiently to keep files current and complete
Resolve routine service concerns by identifying member needs and delivering appropriate solutions or next steps
Support front-line service operations in a fast-moving call center setting while meeting quality and responsiveness expectations
Work collaboratively with internal team members to ensure consistent service and smooth daily operations

What we offer

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

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

If you’re someone who enjoys solving problems, organizing details, and making th...

Location

United States , West Des Moines

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in customer service or support roles (1+ year)
Strong written and verbal communication skills
High attention to detail and accuracy
Self-starter with the ability to learn quickly and work independently
Experience with CRM systems or similar tools

Job Responsibility

Respond to customer inquiries with thoughtful, solution-oriented support
Guide clients through policies, updates, and service needs with confidence
Maintain clean and accurate data across internal systems
Use CRM and tracking tools to manage communications and priorities
Assist with billing and benefits questions, ensuring clarity and resolution
Review and process new business information for accuracy and completeness
Communicate effectively across teams to support a seamless workflow

What we offer

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

Member Services Representative

We are looking for a Member Services Representative to support a busy non-profit...

Location

United States , Durham

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in customer service, preferably in a call center or high-volume support setting
Strong computer skills with the ability to learn and use multiple systems confidently
Accurate typing ability and comfort entering information quickly during live calls
Experience answering inbound calls and assisting customers with careful attention to detail
Solid cash handling skills and attention to accuracy when processing transactions
Clear verbal communication skills and a consistent focus on member satisfaction
Ability to stay organized, dependable, and productive in a fast-paced work environment

Job Responsibility

Respond to incoming member calls promptly and provide courteous, solution-focused support
Assist members with questions, service requests, and general account-related concerns while ensuring a positive experience
Enter and update information accurately in computer systems while maintaining strong attention to detail
Process payments and handle cash-related transactions in accordance with established procedures
Document conversations, actions taken, and follow-up needs thoroughly to support service continuity
Manage multiple priorities efficiently in a high-volume call center environment without compromising quality
Type and navigate between systems effectively to complete inquiries and maintain accurate records
Escalate complex issues appropriately and coordinate with internal teams to help resolve member concerns

What we offer

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

Fulltime

Member Services Representative

This role is ideal for someone who enjoys building trust through one-on-one serv...

Location

United States , St. Paul

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

What we offer

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

Member Services Representative

We are looking for a Member Services Representative to support members with day-...

Location

United States , Jacksonville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required
Previous experience handling cash in a bank, credit union, or similar customer-facing environment is preferred
Strong customer service background with the ability to communicate professionally in a fast-paced setting
Comfortable using computers for data entry, typing, and navigating business software such as Microsoft Word, Excel, and Outlook
Ability to stay organized, maintain accuracy, and manage multiple priorities with close attention to detail
Good judgment, problem-solving ability, and a team-oriented approach to daily work
Flexibility to work evenings, weekends, and travel to nearby branches when business needs require it

Job Responsibility

Engage members in meaningful conversations to understand their banking needs and recommend appropriate services or account options
Handle routine financial transactions such as deposits, withdrawals, transfers, loan payments, and other teller activities with accuracy and efficiency
Open new accounts, update existing account details, and complete maintenance requests while following established policies and compliance standards
Investigate member questions, resolve account concerns, and provide clear information about available products, services, and credit union resources
Manage a personal cash drawer by opening, closing, balancing daily totals, and maintaining approved cash limits throughout the workday
Support branch operations by recording night deposits, mail deposits, and other controlled transactions as part of dual-control procedures
Contribute to business development efforts by promoting relevant financial products, making outbound member calls when needed, and helping the branch meet performance goals
Monitor transactions for irregularities, follow security procedures, and help protect the organization by identifying potentially fraudulent activity or documentation
Assist with additional branch coverage, electronic member inquiries, translation support, self-assessments, and other assigned projects as needed

What we offer

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

Fulltime

Member Services Representative

We are looking for a dedicated and personable Member Services Representative to ...

Location

United States , St. Paul

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in computer systems and software applications, including Microsoft Outlook
Ability to type efficiently and accurately for data entry and communication purposes
Previous experience in customer service or call center environments
Strong interpersonal skills with a focus on delivering exceptional service
Familiarity with managing multi-line phone systems
Capability to handle cash transactions and ensure accuracy in financial processes
Knowledge of online banking systems and account management
Excellent problem-solving skills and attention to detail when addressing member concerns

Job Responsibility

Handle incoming and outgoing calls to assist members with inquiries, transactions, and account-related issues
Provide comprehensive guidance to members about credit union services, benefits, and online banking tools
Process cash transactions efficiently while maintaining a high standard of accuracy
Assist members with opening and closing accounts, updating personal information, and resolving issues with debit cards
Deliver personalized service by addressing member concerns thoroughly, ensuring satisfaction without focusing on quotas or sales
Maintain detailed knowledge of credit union policies, procedures, and compliance regulations to provide consistent and accurate information
Support members visiting the branch by creating a welcoming environment and fostering positive interactions
Utilize computer systems and multi-line phone systems to manage member interactions effectively
Collaborate with team members to ensure seamless service delivery and problem resolution
Uphold the organization’s commitment to exceptional customer experiences through proactive and friendly communication

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

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