Member Services Representative (Hybrid)
Job Description
Job Description
Downtown Pittsburgh financial services group is in of a Member Services Representative.
General duties to include:
- Answer member phone calls and assist with routine inquiries. Help resolve member issues and escalate more complex concerns, as needed.
- Support beginning and end-of-day operational tasks. Follow organized process flows and procedures across multiple functions.
- Assist with member events such as new member onboarding, mergers, acquisitions, and name changes.
- Support the team with reporting and maintaining critical documentation.
- Manage special projects and initiatives to include document reviews, procedure formatting and records management
- Perform related internal and external research and data analysis
- Process applications and disbursements
- A variety of related general office support duties
Requirements:
- Bachelors degree
- Prior sales/marketing/customer support experience is preferred
- Previous experience within a financial services operations enviro is a plus
- Excellent attention to detail, organizational and multitasking skills
- Professional verbal and written communication skills
- Strong analytical skills with the ability to evaluate incoming tasks to understand priority levels
- Proficient MSOffice skills; experience with data visualizations tools is a plus
- Ability to work independently and to meet deadlines
NOTE: This is a hybrid schedule.