Member Services Specialist – Float Banking & Guidance

Harborstone Credit Union

Bothell (WA)

On-site

USD 28,000 - 41,000

Full time

8 days ago

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Benefits offered by this job

Medical, dental, vision insurance
401(k) plan with employer matching
Paid vacation and sick leave
Paid holidays and personal day
Professional development

Job summary

Harborstone Credit Union is seeking a Float Member Services Representative to support Central and South District Branches. You will deliver exceptional member service, open and maintain accounts, and process transactions while educating members on digital tools and products.

This role requires strong communication, accuracy with transactions, and the ability to adapt in a fast-paced environment. Competitive benefits and team-focused culture are offered.

Qualifications

  • High school diploma or equivalent.
  • At least 1 year of customer service, retail, banking, or financial services experience.
  • Strong communication and problem-solving skills.
  • Attention to detail and accuracy when handling transactions.
  • Comfort using Microsoft Office and financial systems.
  • Ability to adapt, collaborate, and provide excellent service in a fast-paced environment.

Responsibilities

  • Deliver exceptional service and create positive member experiences.
  • Open new accounts and assist with account maintenance.
  • Answer member questions in person, by phone, and through email.
  • Process transactions accurately, including deposits, withdrawals, loan payments, and transfers.
  • Educate members on products, services, digital banking tools, and self-service options.
  • Identify opportunities to recommend solutions that fit members' financial needs.
  • Resolve member concerns and problems quickly and professionally.
  • Maintain accurate records and adhere to all compliance and confidentiality requirements.
  • Support branch operations and contribute to overall branch success.

Skills

Customer service
Communication
Problem solving
Attention to detail
Adaptability
Teamwork

Education

High school diploma

Tools

Microsoft Office
Financial systems

Job description

Harborstone Credit Union is seeking a Float Member Services Representative to support Central and South District Branches. You will deliver exceptional member service, open and maintain accounts, and process transactions while educating members on digital tools and products.

This role requires strong communication, accuracy with transactions, and the ability to adapt in a fast-paced environment. Competitive benefits and team-focused culture are offered.

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