Customer Service Representative

We’re looking for a Membership Services Specialist to join a dynamic financial services team. This is a great opportunity for professionals with experience in customer service, banking, account servicing, or financial operations
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• Process and approve member/customer service requests across multiple channels.
• Review applications and documentation for accuracy, completeness, and regulatory compliance.
• Open and maintain various account types and update account ownership and access information.
• Resolve account inquiries, exceptions, escalations, and service issues.
• Communicate directly with applicants/customers to resolve incomplete applications.
• Identify and elevate potentially fraudulent activity in coordination with security teams.
• Process account adjustments, fund transfers, closures, and regulatory notices.
• Research and resolve issues related to membership/account systems.
• Support process improvements, system changes, and new product or process rollouts.
• Assist with training, mentoring, and knowledge sharing within the team.
• Maintain productivity, quality, KPI, and SLA standards in a high-volume environment.

• Strong customer/member service experience, preferably in banking, financial services, retail banking, or a call center environment
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• Excellent verbal and written communication skills.
• Strong active listening, analytical, research, and problem-solving abilities.
• Ability to manage multiple tasks with a high degree of accuracy.
• Comfortable working across multiple systems and adapting to new technologies.
• Experience handling escalated or sensitive customer situations professionally.
  
  Banking/financial industry knowledge is a plus.
• Experience mentoring others or leading small projects is highly desirable.