Call Center Member Service Representative
Overview
You will own member support for a respected financial institution, handling banking inquiries across phone, email, and in-person. You will manage account openings, online banking assistance, and transaction processing for a growing member base. The role operates from the Warminster Call Center with a hybrid schedule after training. This position offers a direct hire path with comprehensive benefits and a supportive team culture. You will own a caseload of member interactions while ensuring compliance with company policies.
What You'll Do6
- 1Assist members via phone, email, and in-person interactions to resolve banking inquiries.
- 2Open and maintain member accounts with accuracy and attention to detail.
- 3Provide support for online and mobile banking services, troubleshooting issues.
- 4Answer questions regarding loans, financial products, and account services.
- 5Process transactions accurately, ensuring error-free execution.
- 6Deliver exceptional member service while ensuring compliance with company policies and procedures.
Requirements7
- 11-3 years of customer service experience required.
- 2Banking or financial services experience preferred.
- 3Previous call center experience is a plus.
- 4Strong communication, problem-solving, and customer relationship skills.
- 5High School Diploma or GED required.
- 6Ability to travel between local branch locations when needed.
- 7Must successfully pass criminal and credit background screenings.
Salary Insight
$46k per year
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
PCB Bank
VerifiedCall Center Representative Ops Admin at PCB Bank
As a Call Center Representative at PCB Bank, you will own the customer experience for inbound and outbound calls, resolving issues and guiding account openings. You will support the administrative process for new deposit accounts, working with banking systems to ensure accuracy. This role offers growth opportunities and a collaborative culture, with a focus on professional development. You will be part of a team that values quality service and community impact.
Wings Credit Union
VerifiedMember Service Representative, Financial Services
As a Member Service Representative at Wings Credit Union, you own the member experience from first hello to final transaction. You open new accounts, maintain card files, and handle cash with precision, all while spotting opportunities to connect members with lending, investments, and electronic banking solutions. The role sits on a collaborative branch team in Aurora, CO that thrives on community impact and member satisfaction. You get to help shape the future of banking after the Ent Credit Union and Wings merger, with clear paths to grow into sales or leadership roles.
TEKsystems
VerifiedFinancial Services Rep, Entry Level Call Center
You will own inbound call resolution for financial advisors, handling account questions and service requests at a top-tier financial firm. 5+ years of customer service experience is not required, but 1-3 years in a call center or client-facing role is essential. You will join a team of 80,000 professionals supporting 6,000+ clients, with a hybrid schedule after training. This direct-hire role offers licensing support and a clear path to growth in financial services. Expect a fast-paced environment where responsiveness and problem-solving are key.
94-1687665 Bank of America, National Association
VerifiedRelationship Banker - Chestnut Hill Financial Center
The Relationship Banker will own client interactions in the lobby while leveraging mobile banking and online banking to educate users. You will process cash transactions efficiently and engage in deep conversations to understand client financial goals. This role drives operational excellence and builds relationships through proactive communication. The position offers a collaborative environment focused on client success and growth.
Wells Fargo
VerifiedPersonal Banker, Customer Service & Branch Banking
As a Personal Banker at Wells Fargo, you will own the full customer relationship at our Devon Square branch, managing daily banking needs for a diverse retail client base. You will lead discovery conversations to uncover financial goals and connect customers to the right products, services, and digital tools, all while driving branch growth through referrals. You will work alongside branch teammates and licensed specialists to ensure seamless service, with a strong focus on account openings and cash handling. This role offers a structured path for career growth with Wells Fargo's training and coaching, distinct from typical teller roles. You will be empowered to make sound decisions that balance customer satisfaction with compliance, within a supportive team environment.
94-1687665 Bank of America, National Association
VerifiedRelationship Banker - Bilingual, Financial Services Experience
You will own client engagement in our financial centers, driving the client experience and connecting customers to solutions that meet their financial goals. You will work within a supportive team culture that values collaboration and operational excellence. You will gain exposure to small business, lending, and investment specialists. This role offers predictable pay and a benefits package designed for your physical, emotional, and financial wellness.