Member Services Specialist - Flexible Growth in Banking

Growing Management Consulting Firm; Washington (District of Columbia); On-site; USD 36,000 - 54,000; Full time

Job summary

Growing Management Consulting Firm is seeking a Member Services Specialist to provide exceptional customer service while assisting with account openings, transactions, and loan applications in a fast paced financial services environment.

The role emphasizes detail orientation, professionalism, and strong teamwork as you handle inquiries by phone, email, online, mail, and in person, while maintaining accurate records and supporting branch operations.

Qualifications

• High school diploma or GED required.
• 1–3 years of banking/financial services or related customer service experience preferred.
• Strong communication and customer service skills.
• Attention to detail and organizational skills.
• Comfortable handling confidential information.
• Proficient with Microsoft Office and computer systems.

Responsibilities

• Assist customers with account openings, closings, and maintenance.
• Process online, mail in, and other customer transactions.
• Input membership and loan applications.
• Answer questions about products and services.
• Resolve customer issues and escape complex concerns when needed.
• Provide backup support to branch operations and other departments as needed.
• Maintain accurate customer records and account information.
• Follow all applicable security, compliance, and company policies.

Skills

Communication skills

Customer service

Attention to detail

Organizational skills

Problem solving

Multitasking

Confidential information handling

Microsoft Office

Digital banking platforms

Education

High school diploma or GED

Tools

Microsoft Office Suite

Job description

Growing Management Consulting Firm is seeking a Member Services Specialist to provide exceptional customer service while assisting with account openings, transactions, and loan applications in a fast paced financial services environment.

The role emphasizes detail orientation, professionalism, and strong teamwork as you handle inquiries by phone, email, online, mail, and in person, while maintaining accurate records and supporting branch operations.