Member Account Specialist

One of CEI's largest Energy and Utilities clients is seeking a Member Account Specialist to join their growing organization!Client/Industry: Energy, Power, & Electric UtilitiesJob Title: Member Account Specialist – Credit UnionLocation: 100% Onsite | Richmond, VA 23225Work Schedule: Mon-Fri 8:00AM – 6:00PM (assigned shift within this window) | Minimum 40 work hours per week.Duration/Length of Assignment: 12-Month Contract to Hire (conversion based on performance and business need) Pay Rate: $18.00 per hour Additional Information: Drug testing required, Background check will span the entirety of the candidate’s lifeMileage reimbursement available for unexpected work location changes approved by managementTravel required after initial training between approved credit branch locations*Must be able to convert to a full-time employee without sponsorship, restrictions, or an additional employer* W2 Employment Only – No Corp to Corp / C2C arrangements.Expected potential for contract extension(s) and/or conversion to Full-Time/Permanent Employment.Optional benefits available during contract (Medical, Dental, Vision, and 401k)Position Overview:This position supports an internal credit union operation aligned with a large, regulated energy organization. The role was created to support ongoing member service demand across branch and call center environments, ensuring consistent, compliant, and accurate financial service delivery. The Member Account Specialist works as part of a local branch and call center support team, interacting directly with members to handle daily account activity, inquiries, and issue resolution. The team operates in a structured environment with defined policies, compliance requirements, and reporting oversight, emphasizing collaboration, accountability, and service consistency. On a day-to-day basis, the individual serves as a primary point of contact for members both in person and over the phone. The role focuses on processing financial transactions, resolving account and loan-related inquiries, educating members on available services, and identifying appropriate products based on individual needs. The position requires adaptability, attention to detail, and the ability to manage multiple member interactions while maintaining accuracy, confidentiality, and regulatory compliance.Required Skills/Experience/Qualifications: Minimum of 1 year of banking or financial services experiencePrior experience in customer service and problem resolution rolesHigh School Diploma or GEDStrong attention to detail, including numerical accuracy and name verificationAbility to communicate clearly and professionally verbally and in writingStrong active listening and problem-solving skills in complex member interactionsAbility to work in a fast-paced, multitasking environmentProficiency operating computers and standard office equipmentStrong time management, organizational, adaptability, and stress management skillsDay to Day/Responsibilities:Report onsite daily to assigned branch or call center location and prepare workstation for member-facing activitiesProvide in-person and phone-based support to members, managing inbound calls and walk-in interactions throughout the dayEducate and advise members on account services, credit products, and available financial programs while maintaining a consistent service approachProcess financial transactions including transfers, withdrawals, loan payments, and advances from lines of credit via transfer or checkTake check orders over the phone and accurately process credit card payments and consumer loan paymentsAssist members with direct deposit, payroll deductions, transfer programs, stop payments, and account-based inquiriesRespond to consumer loan and credit card inquiries, providing accurate information and resolution stepsPerform cash handling and teller-related duties when assigned, ensuring accuracy and balancing requirements are metIdentify opportunities to cross-sell products and services based on member needs and departmental goalsInvestigate member issues, research account activity, and resolve problems efficiently while maintaining professionalism and patienceAdhere strictly to all published operational, regulatory, and risk management policies and proceduresComplete required enterprise training including BSA (Bank Secrecy Act), OFAC (Office of Foreign Assets Control), and Information Security programsMonitor for and report any policy or risk violations in accordance with established proceduresMaintain confidentiality and safeguard Private Personal Information (PPI) and Credit Sensitive Information at all timesCoordinate travel between branch locations as needed following initial training, based on operational demandPerform additional duties as assigned by management to support branch and credit union operations#INDCEI #ZR

Salary : $18