Member Service Representative

Jobs › Boston, MA › Member Service Representative Robert Half Member Service Representative Boston, MA Apply Description We are looking for a Member Service Representative to support day-to-day branch operations and deliver attentive service to members in Boston, Massachusetts. This contract opportunity with potential for a permanent role is ideal for someone who enjoys working in a fast-paced banking environment, handling transactions accurately, and building strong member relationships. The person in this role will help members with routine account needs while also introducing relevant financial products and services that enhance their experience.

Responsibilities:

• Deliver courteous, detail-oriented support to members by answering questions and resolving routine account-related needs.
• Process everyday financial transactions such as deposits, withdrawals, loan payments, and account inquiries with a high level of accuracy.
• Set up new accounts for both prospective and existing members while ensuring all required documentation is completed properly.
• Recommend and explain available credit union products and services, including electronic banking options and debit card solutions, based on member needs.
• Accept and post loan and other payments correctly in the system and assist with consumer lending activities, including application intake, loan processing support, and funding of approved loans.
• Manage cash drawer operations, complete daily balancing procedures, and perform vault-related teller duties in accordance with branch controls.
• Handle debit card servicing tasks such as card orders, activity review through third-party providers, and member assistance with card-related issues or questions.
• Follow all applicable banking regulations, federal and state compliance requirements, and internal policies, including Bank Secrecy Act and anti-money laundering standards.
• Support additional branch and service activities as needed to help maintain efficient daily operations. Requirements
• At least 1 year of experience in banking, credit union operations, or a similar financial services environment.
• Hands-on experience handling cash and processing member or customer transactions accurately.
• Strong customer service skills with the ability to communicate clearly and professionally.
• Working knowledge of common banking activities, including deposits, withdrawals, and payment processing.
• Ability to balance cash, maintain transaction accuracy, and follow established operational procedures.
• Familiarity with banking regulations, compliance expectations, and confidentiality standards.
• Comfortable promoting financial products and identifying opportunities to cross-sell appropriate services.

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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) . Active Filters Member Service Representative Boston, MA Clear All Apply