Job Description
Job Description
Professional Search Group OC is seeking a Member Services Specialist to support a financial institution’s back-office operations. This role focuses on account administration, transaction processing, and providing exceptional support to both members and internal staff. The ideal candidate will have strong attention to detail, a solid understanding of financial regulations, and the ability to work efficiently in a fast-paced environment.
The Member Service Specialist role is onsite Monday-Friday and is a temporary role for up to 90 days.
Member Services Specialist Responsibilities:
- Process new memberships received through mail, fax, web channels, wholesale, commercial real estate, and indirect lending.
- Handle deposits, loan payments, lockbox exceptions, ATM deposits, and remote deposit capture (RDC) transactions.
- Review and process account maintenance requests, verification of deposits, and Social Security Administration requests.
- Resolve escalated online banking, mobile banking, and bill payment issues.
- Perform quality audits of new accounts and ensure accuracy of documentation.
- Process incoming secure emails, research requests, account inquiries, and claims.
- Support recovery, corrective action, and resolution efforts in compliance with regulations.
- Respond courteously to member questions and concerns regarding products, services, and account activity across multiple channels.
- Assist branches and contact center staff with operational, IRA, trust, fiduciary account, and system inquiries.
- Process incoming and outgoing wire transfers, debit/credit card requests, and returned check exceptions.
- May assist with Regulation E claims, encoding errors, and exception item processing.
- Maintain compliance with all applicable laws, regulations, and internal procedures, including Bank Secrecy Act (BSA) requirements.
- Complete annual training and stay up to date on compliance-related responsibilities.
- Perform other duties as assigned.
Member Services Specialist Qualifications:
- High school diploma or GED.
- Minimum of 1 year of experience in financial institution back-office operations or equivalent.
- Strong written and verbal communication skills.
- Analytical and problem-solving abilities with sound decision-making skills.
- Knowledge of financial institution federal regulations.
- Strong organizational skills, attention to detail, and professional phone etiquette.
- Interpersonal skills to collaborate effectively with members and associates at all levels.
- Understanding of IRA, trust, and fiduciary account administration.
- Ability to meet deadlines and perform under pressure.
- Proficiency in Microsoft Office (Word, Excel) and comfort with digital tools (DocuSign, Teams, Zoom, etc.).
- Basic accounting knowledge and ability to perform mathematical calculations.