Member Solutions Specialist
Core
Responding to member requests, resolving inquiries, and processing financial transactions to support member financial well-being.
Role type
Member Solutions Specialist (Customer Service & Operations)
Builds
Member trust and financial well-being through personalized service and transaction processing
Domain
Banking / Credit Union Operations
Deliverable
client delivery
Required skills
Transaction processing, identity verification, fraud detection, product knowledge, cross-selling, problem resolution, compliance adherence
Preferred skills
Customer relationship building, oral and written communication, complex problem solving
Technologies
Symitar, CATS, VISA DPS, Verafin, Alkami Admin, TRANSACT, Sync1, E-payments, Interaction Desktop, DocuSign
Responsibilities
Accept and resolve member inquiries via phone, chat, and email; process deposits, withdrawals, transfers, and payments; verify member identity; troubleshoot basic online banking issues; process new membership applications; identify and report suspicious activity; manage administrative workgroups; educate members on banking options.
Seniority
Individual Contributor, entry to mid-level