Member Service Representative
Job
Robert Half
Boston, MA (In Person)
Full-Time
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Job 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.
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