Member Operations Specialist

About the Role

We’re seeking a detail-oriented and customer-focused professional to join a dynamic financial services team. This role is ideal for someone with a experience in banking or retail customer service who thrives in a fast-paced, collaborative environment.

As a Research Customer Service Representative, you’ll handle a mix of operational processing (30%) and inbound customer service calls (70%), primarily related to wire transfers. You’ll be responsible for verifying member information, collecting transaction details, and ensuring accuracy in financial operations.

Key Responsibilities

• Handle inbound calls related to wire transfers, verifying member identity and collecting transaction details.
• Process member transactions including check deposits, wire transfers, and ACH transactions.
• Monitor exception reports and perform necessary corrections and adjustments.
• Review and evaluate checks submitted via the Deposit Anywhere portal.
• Maintain high standards of accuracy and compliance in all financial operations.

Qualifications

Must-Have Skills:

• Minimum 2 years of customer service experience (retail or banking preferred)
• Strong typing and computer skills
• Experience in financial services or banking operations

Soft Skills:

• Team-oriented and collaborative
• Coachable with a positive attitude
• Strong verbal and written communication
• Ability to multitask and stay organized

Work Environment & Perks

• Training: 100% onsite for the first 2–3 weeks
• Hybrid Schedule: After training, 2 days remote / 3 days onsite
• Team Size: 11-person team, reporting to a Director
• Culture: Supportive, communicative, and member-focused
• Paid Holidays: Includes 6 major holidays plus MLK Day, Presidents Day, Juneteenth, and other bank-recognized holidays

Why Join Us?

This is a great opportunity to gain experience in a respected financial institution with a strong member-first culture. You’ll be joining a team that values integrity, collaboration, and innovation. With two permanent roles currently open, this contract position could lead to a long-term career opportunity.