Member Service Representative

• Respond to inquiries and requests from members and other individuals within a 24/7 high volume, schedule-driven and structured contact center operation.
• Provide information regarding Client's products and services demonstrating knowledge, active listening, multiple system adaptability and engagement methods to ensure optimal member experience and customer service.
• Work in a 24/7 call center capacity, with 6 days per week availability required and one fixed day off (Saturday or Sunday).

Member Service Representative providing customer assistance in a remote capacity

Member Service Representative at TEKsystems assisting clients with inquiries in a fully remote role. Requires customer service experience and willingness to work in a call center environment.

• Provide exceptional service to members in person, by phone, and through digital channels
• Accurately process deposits, withdrawals, loan payments, and other financial transactions
• Assist members with account inquiries, products, and services
• Open and maintain accounts, including remote account assistance
• Process and disburse member loans
• Balance your cash drawer daily and resolve discrepancies
• Support members with online financial services and general account access
• Identify opportunities to recommend products and services that meet member needs
• Maintain accurate records while adhering to all policies and procedures
• Assist with branch operations, including phones, scanning, filing, and data entry

Member Service Representative handling day-to-day financial needs at North Star Community Credit Union

Member Service Representative – Teller

Member Service Representative providing financial assistance and solutions at North Star Community Credit Union. Delivering excellent member service and processing financial transactions.

• Build member relationships through quality service experiences
• Answer member questions in a knowledgeable, professional manner
• Perform a variety of cash handling transactions
• Maintain appropriate knowledge of core systems and CCU’s products and services
• Present and explain beneficial products to members and assist in meeting their financial needs
• Utilize solid cash handling skills and procedural knowledge to effectively perform a variety of paying and receiving functions
• Answer questions and resolve problems for members by leveraging effective listening and quality service skills
• Perform file maintenance and account changes
• Balance daily transactions, verify cash totals, and investigate and resolve out-of-balance conditions
• Assume responsibility for other projects or duties as required or assigned

Member Service Representative building relationships for Corning Credit Union

Member Service Representative, Teller

Member Service Representative at Corning Credit Union, building member relationships and handling cash transactions. Fostering a strong service culture within the organization in Shallotte, NC.

• build member relationships through quality service experiences
• answer member questions in a knowledgeable, professional manner
• perform a variety of cash handling transactions
• maintain appropriate knowledge of core systems and CCU’s products and services
• present and explain beneficial products to members and assist in meeting their financial needs
• utilize solid cash handling skills and procedural knowledge to effectively perform a variety of paying and receiving functions
• answer questions and resolve problems for members by leveraging effective listening and quality service skills
• perform file maintenance and account changes
• balance daily transactions, verify cash totals, and investigate and resolve out-of-balance conditions
• assumes responsibility for other projects or duties as required or assigned

Member Service Representative building relationships at Corning Credit Union

Member Service Representative handling member relationships through quality service at Corning Credit Union in Wilmington, NC. Building rapport and assisting with financial products while adhering to cash handling procedures.

• Build member relationships through quality service experiences
• Answer member questions in a knowledgeable, professional manner
• Perform a variety of cash handling transactions
• Maintain appropriate knowledge of core systems and CCU's products and services
• Present and explain beneficial products to members and assist in meeting their financial needs
• Utilize solid cash handling skills and procedural knowledge to effectively perform a variety of teller transactions
• Answer questions and resolve problems for members by leveraging effective listening and quality service skills
• Perform file maintenance and account changes
• Balance daily transactions, verify cash totals, and investigate and resolve out-of-balance conditions
• Also assumes responsibility for other projects or duties as required or assigned

Member Service Representative at Corning Credit Union creating member relationships through quality service. Handling cash transactions and assisting members' financial needs in Corning, NY.

• Process loan applications and guides members through the lending cycle from inquiry to closing
• Provide accurate product information to support member decisions on loans and credit union services
• Achieve sales and penetration goals for loan products and related services
• Ensure compliance with lending policies, account‑opening requirements, and member‑verification standards
• Maintain strong product knowledge across all credit union offerings to enable effective cross‑selling and referrals
• Deliver high‑quality member service across phone, digital, and in‑person channels
• Strengthen member relationships by using CRM tools to manage leads, track goals, and identify next‑best‑product opportunities
• Support operational continuity by being available during closures or inclement‑weather situations
• Process wire transfer requests sent in through various channels. Verify wire information accuracy along with ensuring member security. Conduct LexisNexis verifications when needed to verify the identity of a caller.

Member Service Representative assisting with loan processes at Advancial

Member Service Center Representative, Lending

Member Service Representative at Advancial facilitating loan applications and providing service-oriented assistance. Ensuring member satisfaction and compliance with lending policies in a hybrid workplace.

• Verify member information while addressing general questions.
• Responds to and resolves all issues/inquires to assure an efficient and seamless member experience.
• Maintains open channels of member communications doing outreach as required.
• Meets all production and quality standards, maintaining work queues according to department standards.
• Effectively communicates with internal and external staff.
• Elevates issues to the next level of supervision, as appropriate.

Membership Services Representative handling inbound and outbound member inquiries

Membership Services Representative at Peak Health answering member inquiries and resolving issues through inbound and outbound calls. Contributing to a compassionate and efficient Membership Services Team.

• Assisting members with loan origination, opening and closing accounts, answering questions about products and services and resolving problems.
• Being a Financial Champion and advising applicable products for each member.
• Provides prompt, accurate, courteous, and professional service at all times.
• Works directly with the underwriting department to step our members through the lending process.
• Identify cross-sell opportunities for all credit union products that can best fit the member’s needs.
• Accurately maintain member account information.

Member Service Representative assisting with loan origination and account management

Member Service Representative assisting with loan origination, account management, and product inquiries at Leaders Credit Union. Providing courteous service and identifying member needs for financial solutions.

• Provide service resolutions within targeted service levels and serve as first line of contact for escalated service issues.
• Aim to provide first call resolution for all inbound inquiries.
• Interact with members, providers, and other caller types via phone, email, web services, etc. while performing data entry functions for all activity.
• Effectively navigate and comprehend all elements of Zing Health systems, and partnering systems, that are applicable to the business.
• Provide timely and accurate information to callers, while proactively partnering with team members and other departments, as necessary, to facilitate effective, compliant, and quality resolutions.
• Understand CMS guidelines for managing business areas including, but not limited to, membership, provider partnerships, marketing, enrollment/disenrollment, and claims.
• Advise callers of their onboarding process, coverage details, benefits, etc.
• Identify opportunity trends by acknowledging consistent questions or challenges raised by the team, and proactively escalate to leadership for ongoing internal process improvement.
• Provide service improvement recommendations to leadership based on experiences with the members i.e., ways member services can improve the overall Zing experience for the members.
• Maintain a comprehensive knowledge of all Zing Health policy and procedures, products and services including departmental processes of Operations, Sales, Network, Quality, Customer Relations, etc.
• Assist members with scheduling appointments with primary care physicians, specialists, or value-based providers via scheduling processes and tools.
• Coordinate end-to-end appointment execution i.e., scheduling, ride setup, pharmacy and prescription preferences, follow-up appointments, etc.
• Ensure in-network providers are available for scheduling by Member Services and add / activate providers who need to be added to any applicable platforms.
• Conduct monthly / ongoing outbound call campaigns while adhering to call performance expectations as well as individual member needs including but not limited to, health risk assessment completion, annual wellness visit scheduling, etc.
• Handle situational performance expectations aligned with corporate objectives related to CAHPS, member satisfaction, member retention, quality and stars, etc.
• Maintain target performance metrics, that may include, but are not limited to, call handling, caller satisfaction, quality, STAR score initiatives, etc. while maintaining an average audit score of 95% on a rolling basis.
• Provide ongoing, and proactive feedback to the leadership team when challenges with business execution arise.

Concierge Member Service Representative providing personalized assistance in a healthcare setting

Concierge Member Service Representative

Concierge Member Service Representative enhancing member experience at Zing Health. Assisting with inquiries, scheduling, and service resolutions for healthcare-related issues in a hybrid remote setting.

• Answer incoming calls and maintain expected availability in a queued environment
• Meet productivity and call handling goals consistently
• Provide superior service by responding to member inquiries about account activity, programs, policies, and procedures
• Return calls promptly for escalated issues and ensure all follow-up actions are completed accurately and efficiently
• Achieve established sales goals by cross-selling credit union products and services
• Promote products and services in alignment with marketing initiatives
• Process various member transactions, such as transfers, loan payments, and stop payment
• Act as a troubleshooter for online banking and payment services
• Attend department meetings and training sessions. Stay updated on policies, procedures, and promotions.

Member Service Representative I providing support to credit union members

Member Service Representative I

Member Service Representative I at SDFCU supporting credit union members through phone interactions. Delivering exceptional customer service in a fast-paced call center environment.

Member Service Representative jobs in United States

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Member Service Representative I