Description Contract to Hire - Member Services Representative! A versatile role that combines customer service and banking support. Member Services Representatives create a welcoming experience for clients, assisting them with their financial needs while ensuring they understand and benefit from available services. Member Services Representatives are expected to deliver exceptional service, adhere to policies, collaborate with team members, and represent the organization professionally. Candidates must have customer service and banking experience to qualify for this position! General Responsibilities:
Process transactions efficiently, including deposits, withdrawals, and payments.
Handle customer inquiries via phone, email, and in person.
Research and resolve discrepancies related to accounts and transactions.
Escalate customer concerns or issues through the appropriate channels.
Accurately input and update customer information in internal systems.
Open new accounts and educate customers on available financial products and services.
Contribute to customer retention efforts and support membership growth.
Process routine financial transactions, including cash handling.
Issue checks, money orders, and handle account-related services.
Balance cash drawers and assist with daily reconciliation tasks.
Maintain and organize customer records in digital and physical formats.
Ensure compliance with reporting and security procedures.
Safeguard sensitive information, including keys, passwords, and customer data.
Requirements
Proven experience or demonstrated ability in Customer Service Proficiency in Data Entry tasks, with attention to detail and accuracy Knowledge and understanding of Personal Banking procedures and products Familiarity with Online Banking platforms and their functionalities Experience in handling Bank Transactions, including deposits, withdrawals, and transfers requiredRobert 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) .