Member Services Representative

TEKsystemsAnn Arbor, MI
$36,270 - $46,345Onsite

About The Position

Join a Team That Feels Like Family Are you someone who enjoys helping people, providing excellent customer service, and working in a close-knit, supportive environment? We are seeking a Member Services Representative to join our growing team. This role is ideal for someone who is personable, detail-oriented, and eager to build a long-term career in financial services. Our team prides itself on delivering exceptional service, supporting one another, and creating a workplace where employees feel valued, respected, and empowered to succeed.

Requirements

  • Strong customer service and communication skills
  • Professional and friendly approach when interacting with members
  • Strong attention to detail and organizational abilities
  • Comfortable working in a fast-paced environment
  • Ability to learn financial regulations, policies, and procedures
  • Team-oriented mindset with a positive attitude
  • Someone who is easygoing, dependable, and enjoys building relationships with coworkers and customers

Nice To Haves

  • Experience with DNA/Fiserv systems is preferred but not required

Responsibilities

  • Open, maintain, and service member accounts
  • Assist members with a variety of financial products and services
  • Open and maintain Individual Retirement Accounts (IRAs)
  • Assist with legal and specialty account requests
  • Answer member questions by phone, email, and online channels
  • Process wire transfers, stop payments, address changes, check orders, travel notices, and related account maintenance
  • Provide administrative and clerical support to the lending team
  • Communicate with members and related parties regarding loan documentation and status updates
  • Prepare and distribute loan packages
  • Maintain accurate filing systems and documentation
  • Update interest rate information within company systems
  • Retrieve and organize required paperwork and supporting documents
  • Assist with additional loan processing duties as assigned

Benefits

  • Comprehensive benefits package with minimal out-of-pocket costs
  • 13 paid federal holidays
  • 401(k) program with employer matching
  • Additional employer retirement contribution program
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