Member Services Representative

Join Our Team as a Member Services Representative!

Are you tech-savvy, detail-oriented, bilingual in English and Spanish, and passionate about providing excellent service? We’re looking for a dedicated Member Services Representative to help our members with their financial needs, troubleshoot technical issues, and build lasting relationships.

Why Join Us?

• Be part of a supportive, in-person team

• Opportunity to develop valuable financial and customer service skills

• Competitive benefits including health, dental, vision, 401(k), PTO, and more!

Key Responsibilities:

• Assist members via phone, email, and in person with product information and technical support in both English and Spanish

• Perform routine financial transactions: deposits, withdrawals, transfers, cash advances, loan payments, and check cashing

• Maintain and balance cash drawer accurately daily

• Open, close, and maintain accounts, update member information, and process card requests

• Promote and educate members on new products, features, and cross-selling opportunities

• Ensure compliance with applicable laws and regulations, including fraud prevention and risk management

• Troubleshoot and resolve technical issues related to accounts and financial services

• Build strong member relationships through excellent service and communication

Qualifications:

• Must be bilingual and fluent in both English and Spanish

• Spanish language proficiency testing will be conducted during the hiring process

• 18 years or older with a valid driver’s license and reliable transportation

• Strong computer skills, including proficiency with Microsoft Office Suite and familiarity with financial software

• Excellent math skills: ability to add, subtract, multiply, and divide using whole numbers, fractions, and decimals

• Comfortable using calculators and handling cash accurately

• Demonstrated ability to quickly learn new technology and systems

• Prior customer service, sales, cash handling, or service industry experience preferred but not required

• Physical ability to stand, bend, lift, and perform routine tasks in an office environment

What We’re Looking For:

• Tech-savvy individuals with strong computer and math skills

• Detail-oriented team players with excellent communication skills

• Motivated individuals eager to learn and grow within the financial industry

• Candidates with restaurant, hospitality, retail, or other service industry experience are strongly encouraged to apply

Benefits:

• 401(k) with company match

• Health, dental, and vision insurance

• Paid Time Off (PTO)

• Pension plan

• Ongoing training and development opportunities

Work Schedule:

• Day Shift, Monday to Friday

• In-person office setting

Experience Level:

• No prior financial industry experience necessary — we provide training!