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Member Services Representative - Banking

Location: Dayton
Posted on: June 23, 2025

Job Description:

Member Services Representative A well-established company in Dayton, OH is looking for a Member Services Representative with customer service, Teller, and call center experience for a temp-to-hire position. Position Details: Candidates needed for a member services representative in Dayton , OH. This is a 1st shift position Monday through Friday with rotating Saturdays and a starting pay of $16.63-$20 based on experience. You can also receive PeopleFirst Staffing bonus of $50 for a referral bonus when you refer a friend after they complete 80 hours! Position overview: The Member Service Representative II is responsible for delivering exceptional service to members by performing a wide range of financial transactions and account services. This role supports the mission and values through professional, accurate, and courteous service while identifying opportunities to promote products and services that meet members' financial needs. Key Responsibilities: Conducts routine transactions for personal and business accounts, including deposits, withdrawals, check cashing, cash advances, and loan or Visa payments. Opens new accounts and safe deposit boxes (where applicable). Manages the processing of deceased member accounts. Accepts and processes new loan and Visa applications, disbursements, and payoffs. Handles advanced account maintenance such as fraud disputes, account conversions, adding joint owners or beneficiaries, and wire transfers. Issues money orders and cashier’s checks, maintaining accurate inventory. Applies knowledge of compliance tools including OFAC, EFunds, and TrueChecks appropriately. Balances cash drawer and ATM; supports branch-wide cash balancing activities. Provides knowledgeable guidance to members about products and services. Resolves member concerns and inquiries through effective problem-solving and follow-up. Serves as a primary contact for members in-person and via telephone; routes calls and messages as necessary. Completes reports and required documentation accurately and in a timely manner. Actively cross-sells products and services to meet or exceed referral and sales goals. Maintains knowledge of NCUA insurance guidelines. May be required to obtain and maintain NMLS registration. Performs additional duties as assigned by leadership. Qualifications Education: High school diploma or equivalent required. Experience: Minimum of 12 months in a financial institution. At least 6 months of cash handling experience. Must have bank teller experience Demonstrated customer service experience. Skills & Abilities: Strong communication and interpersonal skills. Professional demeanor and presentation. Proficient with standard computer applications and office equipment. Accurate with math and currency handling. Demonstrated leadership and role model behavior. Work Environment & Physical Requirements Standard office environment with moderate noise levels. Must be able to stand for extended periods, and perform bending, twisting, and lifting up to 25 lbs regularly. Requires typical vision and hearing acuity and the ability to perform basic clerical tasks with accuracy. Why wait? Apply now to get started. PeopleFirst Staffing is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. These are temp-to-hire positions based upon job performance, attendance, punctuality, and job openings

Keywords: , Springfield , Member Services Representative - Banking, Customer Service & Call Center , Dayton, Ohio


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