Member Services Representative, Robert Half

Member Services Representative

Robert Half

Location:

United States, Sunnyvale

Category:

Banking

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

We are offering a long-term contract employment opportunity for a Member Services Representative in Sunnyvale, California. This role is situated within the financial industry and will not be remote. In this position, you will be required to handle cash and provide services akin to those provided by establishments like Starbucks.

Job Responsibility:

Accurately process member transactions such as deposits, withdrawals, account transfers, loan payments, cash advances, and more
Actively cross-sell Credit Union products and services to meet member’s needs
Maintain, safeguard, and balance cash drawer and all negotiable instruments
Respond to basic member inquiries regarding Credit Union products, services, policies, procedures, and general financial institution processes
Prepare the branch for daily opening and closing procedures
Handle stop payment requests, completion of CTRs, member password updates, statement copy requests, cross-member transfer requests, and wire requests
Process daily night depository items
Assist other branches and departments as needed
Manage sub-account openings, IRA contributions, address change requests, check order requests, account closures, and issuance of Cashier Checks
Maintain a strong service culture by providing excellent internal and member service
Adapt to a fast-paced environment while handling multiple tasks and competing priorities
Demonstrate proficiency with technology (computers, iPads, mobile phones, tablets) and Microsoft Office applications

Requirements:

Proficiency in Avaya CMS
Familiarity with banking software
Proficient in using various computer programs
Experience with Customer Relationship Management (CRM) software
Knowledge of Epic Software
Ability to handle and respond to inbound calls effectively
Understanding of benefit functions
Capable of managing billing functions
Experience in handling cash activity
Familiar with check processing procedures

What we offer:

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

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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