Description Are you passionate about providing exceptional customer service in the financial industry? We are seeking a dedicated and detail-oriented Member Experience Specialist to join our team. This role involves assisting customers with their financial needs, delivering outstanding service, and promoting our full range of financial products and services. If you enjoy problem-solving, building relationships, and helping people achieve their financial goals, we want to hear from you! Key Responsibilities + Deliver exceptional member service via phone and email. + Assist members with inquiries related to financial products and services, ensuring their financial objectives are met. + Process forms for payroll requests, loans, account changes, and closures. + Achieve or exceed individual and team sales and service objectives. + Proactively cross-sell products and services to meet member needs. + Foster strong member relationships through active listening and effective communication. + Resolve account-related issues, including fees, overdrafts, and fund transfers. + Coordinate with team members and other departments to ensure a seamless customer experience. + Stay updated on relevant federal, state, and local banking regulations. + Complete mandatory compliance training, including BSA requirements. + Participate in ongoing professional development to maintain proficiency in financial services. Requirements + High school diploma or equivalent. + 1-2 years of experience in customer service. + Financial services or sales experience. + 1-2 years in telephone-based customer support roles. + Proficiency in Microsoft Office, internet tools, and email platforms. + Fluency in Spanish is a plus. + Familiarity with financial services delivery, loan policies, and deposit account management. + Strong oral and written communication skills. + Proficiency in problem-solving, minor math calculations, and data analysis. + Expertise in using smartphones, tablets, and Android devices. If this sounds like the right fit for you, apply today and become part of a team dedicated to improving the financial well-being of our members! For immediate consideration, contact Robert Half at 610-882-1700! TalentMatch® Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .