The #1 Site for Finance Jobs - search all Finance jobs.

Member Service Lead

Description

Ref ID: 00590-0011475284

Classification: Branch/Retail Banking Clerk

Compensation: $16.00 to $17.60 hourly

Accountemps is partnering with an established Credit Union, sourcing for a Member Service Lead that could start immediately. This is a great banking role with the opportunity to grow over time. They will work with members to meet financial service needs through processing transactions and suggesting new products or services. The Lead will provide guidance to others Member Service Representatives in promoting and services including opening and/or servicing individual Credit Union deposit products including IRAs, certificates, and money market accounts, processing member transactions, resolving member account issues, balancing daily settlements, and meeting member needs. Duties: - Initiate and lead conversations to identify and assess member needs. - Maintain and enhance member account relationships by providing excellent member service. - Process share deposit payments, loan payments, manual payrolls, and account transfers. - Disburse cash and check withdrawals. - Assist in opening and/or servicing individual Credit Union deposit products including IRAs, certificates, and money market accounts. - Open new membership accounts and assess for accuracy and compliance - Research and address member inquiries about credit union services and accounts. - Perform account maintenance as authorized. - Promote credit union products and services. - Maintain base knowledge of consumer and mortgage loans in order to effectively refer loan products to the consumer and mortgage loan departments. Perform outbound calls to members as needed. - Achieve individual and branch growth goals. - Open, close and balance their own cash drawer daily. - Maintain drawer cash levels within prescribed amounts. - Post and Log night, ATM and mail deposits. - Handle Vault Teller responsibilities. - Branch balancing, check process, gathering end of day reports.

Requirements

- Microsoft Excel - 2+ years in a bank teller or loan processing role

Accountemps, a Robert Half Company, matches highly skilled professionals with accounting finance jobs on a temporary and temporary-to-hire basis. From accounting clerks and bookeepers to accounts payable and staff accountants, we provide you with access to exciting career opportunities. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go!

Contact your local Accountemps office at 888.490.3195 or visit www.roberthalf.com/jobs/accountemps to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2020 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-CA-Vallejo
Employment Type Full-Time/Part-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance, Professional Services
Apply

Company Overview

Robert Half

Robert Half is America’s top staffing agency, dedicated to helping talented people like you find rewarding temporary and full-time jobs with today’s leading companies. Our staffing experts work closely with local hiring managers and use AI-powered matching technology to find opportunities that match your skills and professional goals. With decades of experience in placing accounting, finance, administrative, technology, creative, marketing and legal professionals, we’ll help ensure your next career move is a successful one. Learn More

Contact Information

US-CA-Vallejo
Recruiter
707- 422-8056
707- 864-2237
Snapshot
Robert Half
Company:
US-CA-Vallejo
Location:
Full-Time/Part-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance, Professional Services
Store Type:

Description

Ref ID: 00590-0011475284

Classification: Branch/Retail Banking Clerk

Compensation: $16.00 to $17.60 hourly

Accountemps is partnering with an established Credit Union, sourcing for a Member Service Lead that could start immediately. This is a great banking role with the opportunity to grow over time. They will work with members to meet financial service needs through processing transactions and suggesting new products or services. The Lead will provide guidance to others Member Service Representatives in promoting and services including opening and/or servicing individual Credit Union deposit products including IRAs, certificates, and money market accounts, processing member transactions, resolving member account issues, balancing daily settlements, and meeting member needs. Duties: - Initiate and lead conversations to identify and assess member needs. - Maintain and enhance member account relationships by providing excellent member service. - Process share deposit payments, loan payments, manual payrolls, and account transfers. - Disburse cash and check withdrawals. - Assist in opening and/or servicing individual Credit Union deposit products including IRAs, certificates, and money market accounts. - Open new membership accounts and assess for accuracy and compliance - Research and address member inquiries about credit union services and accounts. - Perform account maintenance as authorized. - Promote credit union products and services. - Maintain base knowledge of consumer and mortgage loans in order to effectively refer loan products to the consumer and mortgage loan departments. Perform outbound calls to members as needed. - Achieve individual and branch growth goals. - Open, close and balance their own cash drawer daily. - Maintain drawer cash levels within prescribed amounts. - Post and Log night, ATM and mail deposits. - Handle Vault Teller responsibilities. - Branch balancing, check process, gathering end of day reports.

Requirements

- Microsoft Excel - 2+ years in a bank teller or loan processing role

Accountemps, a Robert Half Company, matches highly skilled professionals with accounting finance jobs on a temporary and temporary-to-hire basis. From accounting clerks and bookeepers to accounts payable and staff accountants, we provide you with access to exciting career opportunities. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go!

Contact your local Accountemps office at 888.490.3195 or visit www.roberthalf.com/jobs/accountemps to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2020 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

MoneyJobs Advice

For your privacy and protection, when applying to a job online: Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn More

By applying to a job using moneyjobs.com you are agreeing to comply with and be subject to the workinretail.com Terms and Conditions for use of our website. To use our website, you must agree with theTerms & Conditionsand both meet and comply with their provisions.
Member Service Lead Apply now