Member Services Representative

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. Responsibilities: 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 Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .