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We are looking for a dedicated Member Services Representative to join our team in Pasadena, California. In this Contract to permanent position, you will play a vital role in assisting members with their financial needs while delivering exceptional service and personalized solutions. This role requires a proactive approach to account management, sales, and operational tasks, ensuring a seamless member experience.
Job Responsibility:
Assist members in opening, managing, and closing a variety of accounts, including consumer and business accounts
Process financial transactions with accuracy and efficiency while maintaining high service standards
Address member inquiries and resolve issues, escalating complex matters with thoughtful recommendations as needed
Maintain precise and up-to-date account information in internal systems
Identify opportunities to offer additional financial products and services tailored to member needs
Meet or exceed individual performance goals in both service and sales metrics
Manage cash operations, including balancing, replenishing funds, and adhering to policy guidelines
Perform transactions requiring higher approval levels, such as check negotiations within authorized limits
Ensure compliance with regulatory standards and internal policies through regular training and adherence
Travel to nearby branch locations to provide operational and service support when required
Requirements:
High school diploma or equivalent is required
Minimum of 1–3 years of experience in retail banking, financial services, or a similar customer-facing role
Strong interpersonal and communication skills with a focus on delivering excellent service
Ability to effectively manage multiple priorities in a dynamic environment
Proficiency in Microsoft Office applications and general computer systems
Familiarity with financial institution operations and products is preferred
Knowledge of compliance and regulatory standards within the financial services industry
Demonstrated organizational skills and attention to detail
Nice to have:
Familiarity with financial institution operations and products
Knowledge of compliance and regulatory standards within the financial services industry
What we offer:
medical, vision, dental, and life and disability insurance