Member Service Representative Resume Samples

A Member Service Representative is hired to provide service and support to the clients’ typically at a member-based organization like an insurance agency or bank. The following are the duties that are highlighted on the Member Service Representative Resume – responding to complaints and requests, making sales, processing orders, interacting with customers personally and responding to their concerns and needs, transferring members to appropriate department, interacting with internal resources and identifying issues, providing satisfactory solutions, providing ongoing education to members, recommending and cross-selling products; processing and auditing transactions.

Employers look for candidates with the following traits – patient and friendly, excellent people skills, problem-solving skills, familiarity with saving and checking accounts, products, and services; bilingual skills and familiarity with CRM systems and practices. Eligible candidates are supposed to be qualified at least till a high school diploma or its equivalent.

 

Member Service Representative Resume

Summary : 15+ years of experience as a Member Service Representative. Looking to obtain a part-time position that utilizes my education, skills, and experience while acquiring new skills as well.

Skills : Quickbooks, Microsoft Office, Account Reconciliation, Management, Member Retention, Customer Service, Analytical, Data Entry, Claims Processing, Organizational Development, and Leadership Development.

Description :

  • Responding to member inquiries, complaints, and service requests; demonstrating superior telephone and communication skills when handling member inquiries.
  • Providing members with information on billing and various programs and services of the cooperative.
  • Interacting with other cooperative departments as required to share member concerns and implement timely solutions.
  • Establish payment arrangements within approved guidelines established by the manager of member services and collections department.
  • Promptly and appropriately resolves member complaints: notifies the supervisor in a timely manner when necessary.
  • Coordinating new service request and makes timely credit reviews and assessments of new or prospective commercial, industrial and residential members as required for determining amount and type of deposit or payment security required.
  • Performing other duties as requested including, but not limited to, generating maintenance/service orders and participating in outage management for quick restoration and high reliability.
  • Must be willing to learn cashier responsibilities after completing a full six months in the call center.
  • Performing keying and coding of electric and aid to construction payments from members and issuing receipts to ensure that members' accounts are properly credited and to ensure that funds are deposited in a timely manner.
  • Making daily bank deposits and maintain and balance daily cash receipt ledgers.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Associate


Sr. Member Service Representative Resume

Summary : 13+ years of experience as a Member Service Representative. Seeking a career with an organization in which my skills, experience, and education can be fully utilized to provide excellent customer service to existing and potential clientele.

Skills : Windows Vista, Microsoft Office, (Word, Excel), Corel Quattro Pro, Corel WordPerfect, and Adobe Acrobat Reader, Proficient Typing and Data-entry, and Customer Service.

Description :

  • Creating Excel spreadsheets as necessary for such purposes as tracking receipt of new life and annuity certificates once records are created and email office manager & secretary/treasurer & CFO of status (pending certificates and certificates that have been sent to a member or PFA agents).
  • Key all insurance premium payments, nest, and national dues payments, and annuity deposits into the company database.
  • Scanning all completed documentation of daily premiums and annuity deposits as adobe acrobat pdf files.
  • Addressing inquiries regarding annuity & life insurance policy certificates and procedures to alter or cancel existing member contracts.
  • Addressing requests regarding demographics, ownership changes, power of attorney designation & beneficiary changes to existing life insurance & annuity certificates.
  • Generating duplicate certificates or statements of insurance to members upon receipt of required forms.
  • Responding to all requests for verification of member assets from various agencies such as nursing home/housing community centers, department of public welfare, etc.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma


Member Service Representative Resume

Summary : 7+ years of experience as a Member Service Representative looking for the opportunity to expand my background and knowledge. Looking for a chance to contribute to your company. Goal-orientated, have a strong work ethic, and personal commitment and integrity.

Skills : Cash Handling, Customer Service, Record Keeping, Validate Records, Basic Computer Knowledge, Microsoft Word, Xeroxing, Faxing, Answering Multi Phone Line, and Cash Register.

Description :

  • Taking care of all types of transactions that include cash in and out, transfers and anything that comes up during the transaction.
  • Accurate in balance at the end of the night and cash handling during the day with shortages/overages being smaller amounts.
  • Explaining and referring members' new products and services that alone offers to help the member with their financial needs.
  • Ordering new cards, order checks, effectively communicate to members, updating account information, following CIP procedures, gift cards and anything else that may come up.
  • Opening as well as taking care of the nighty closing procedures and do the tasks assigned to me throughout the day that pertain to running the branch am working at.
  • Updating member accounts and ordered additional information for member policies.
  • Assisting members with understanding claims, billing, benefits and eligibility.
  • Identifying processing errors on member claims and opened tickets for reprocessing.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Executive
Education
Education
Associate

Member Service Representative II Resume

Headline : 5+ years of experience as a Member Service Representative. Seeking to obtain a position where I can show, and utilizes my current abilities, and prove myself as a valuable team player. I'm looking to continue to grow with an organization that has the capabilities of forwarding movement. An organization that can be a challenge to my ongoing work ethic, and education.

Skills : Responsible, Customer Service, Cash Handling, Fast Learner, Photoshop And Lightroom Knowledge, Trustworthy, Responsible, Communication, Computer, Detail Oriented, Punctual, and Banking.

Description :

  • Answering member telephone calls regarding PFCU share and loan products and accounts, expediting all calls and ensuring quality member service.
  • Resolving complex member problems within delegated limits, including but not limited to refunding fees, as appropriate.
  • Maintaining knowledge of PFCU share and loan products, policies and procedures, and of outside competitive products.
  • Research member questions/requests on an automated records system, and assists in the training of member service reps.
  • Filling out specific documents, and gets them to other departments on a regular basis.
  • Providing input to, and assists in the implementation of new marketing projects.
  • Preparing statistical reports as well as the duties of other staff members as required.
  • Reviewing work done by others to check for correct spelling and grammar, ensure that company format policies are followed and recommend revisions.
  • Greeting visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
  • Educating new members on new services we provide as well as, assist in making changes to existing services or accounts.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate


Member Service Representative I Resume

Objective : One year of experience as a Member Service Representative. Enthusiastic customer service/telesales representative with in-depth knowledge of sales, account management, and training. Excels at multi-tasking, energetic, organized, with impeccable written and verbal communication skills.

Skills : Cash Handling, Detail-oriented, Exceptional Written, and Verbal Communication, Strong Organizational, Proficient In Microsoft Office, and Customer Service.

Description :

  • Identified and developed sales opportunities for the credit union while delivering outstanding service to credit union members.
  • Used own initiative to learn and sell constantly changing products and services to best-fit member needs.
  • Efficiently handled any problem that arose using superior problem-solving skills.
  • Performed all account-related services in a fast-paced in-store branch environment.
  • Filed suspicious activity reports in accordance with government regulation.
  • Prepared invoices, memos, letters, financial statements, and other documents using word processing, spreadsheet, and database software.
  • Provided complete customer service to all levels of credit union customer/internal staff - responsible for a high volume of phone queries.
  • Accurately input new membership sales, renewals and programs into the computer.
  • Answer member questions and issues in a positive manner, meeting their needs whenever possible.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
HS

Sr. Member Service Representative Resume

Summary : 7 years of experience as a Member Service Representative. I am a high-energy, enthusiastic and dependable individual who excels in challenging and competitive environments. I have a positive and confident personality blended with a strong work ethic. I also possess an acute awareness of surroundings and I am extremely observant of people, details, and effects.

Skills : Microsoft Office, Customer Service, Analytical, Data Entry, Claims Processing, Organizational Development, and Leadership Development.

Description :

  • Maintained a cash drawer while servicing members with there banking needs.
  • Actively involved in solving problems while maintaining a friendly atmosphere.
  • Tactfully sold products provided and directed members to the departments they were appointed to.
  • Involved in many business functions representing the finger lakes federal credit union.
  • Received the service star award for excellent member service by receiving multiple accolades from the members themselves.
  • Trained in multiple computer programs and handled customer service over the phone and online while maintaining an accurate transition for the members in the lobby while maintaining confidentiality.
  • Ensured that all information and transactions regarding credit union members were kept confidential.
  • Ensured that loan policies, procedures, services, and products met credit union standards.
  • Participated along with the management team by contributing ideas and concerns.
  • Maintained orderly files on each account with attention to complete and accurate detailing of all problems and correspondence.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Executive
Education
Education
BA

Member Service Rep Resume

Headline : 5 years of experience as a Member Service Representative. Highly knowledgeable, creative and result-oriented Banker with an exceptional background in establishing and maintaining positive customer relationships, planning and delivering effective sales strategies and monitoring the progress of new and existing financial products.

Skills : Cash Handling, Operates ATM, Types 75 WPM, Knowledge of VA, Loan Process, Reliable, Excellent Communicator, and Exceptional Time Management Skills.

Description :

  • Recommended loan approvals and denials based on customer loan application reviews.
  • Complied with regulatory requirements, including the bank secrecy act, anti-money laundering, OFAC, USA patriot act, privacy act, and community reinvestment act.
  • Maintained strict confidentiality of bank records and client information.
  • Communicate effectively with prospective and existing members in a positive and professional manner.
  • Process stop payment requests, payroll deduction, atm pin changes, requests for new products and services and various other requests.
  • Successfully managed all money in my drawer with a zero loss at all times.
  • Answered calls and directed to appropriate staff, mailed out billing statements to members.
  • Compiled reports on various aspects of membership services for research purposes.
  • Provided exceptional and professional customer service by greeting customers with a smile and happy attitude each transaction.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS

Member Service Representative (MSR) Resume

Objective : 3 years of experience as a Member Service Representative. Professional, well-organized, and reliable individual with extensive experience in customer service, along with an understanding in creating new accounts as well as maintaining current accounts.

Skills : Microsoft Office, Word, Excel, Outlook, Branch Banking, Finance, Sales, Customer Service Representative, Call Center, Sales, Third Party Collections, and First Party Collections.

Description :

  • Responsible for assisting current or potential members with any account questions, teller transactions, or any part of the loan process.
  • Responsible for ensuring that the branch operated at the highest possible level, which included audits, managing inventory and ordering supplies for the office, and all it related issues that arise throughout the branch.
  • Aided the member in applying for all types of loans, collecting all paperwork and signatures, finalizing and funding the loan.
  • Assisted member throughout the entire mortgage process which could include the purchase and refinancing first and second mortgages.
  • In charge of ordering all products for the office and assuring that the branch is stocked with everything that is needed to support the member in the best way possible every day.
  • Maintained and repaired any issues that could arise with computers and other machines in the branch.
  • Answered calls and directed to appropriate staff, mailed out billing statements to members.
  • Responsible for cash/checking deposits, processing loan payments, opening accounts, getting direct deposits accounts to activate atm/debit cards.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS

Member Service Representative II Resume

Summary : 7+ years of experience as a Member Service Representative. I am proficient with Windows and Macintosh programs and operating systems. I am a very fast learner, and I am always willing to go above and beyond what my peers and supervisors ask of me. I take pride in my achievements.

Skills : Inventory, Call Center Representative, Stocking, Shipping and Receiving, Cleaning, Landscaping, Outlook, Branch Banking, Finance, Sales, Customer Service Representative, Call Center, and Sales.

Description :

  • Greeting and help my members with their financial needs.
  • Receiving cash, checks, and other monetary instruments and deposit them into their necessary accounts or apply them as payments on a loan.
  • Maintaining a cash drawer and make sure it balances at the end of every day.
  • Hold multiple certificates from the Harland online university in the BSA, loan officer training, teller training, and numerous others.
  • Providing information on investment alternatives to members wishing to deposit funds with the credit union.
  • Providing information on insurance alternatives to members wishing to deposit funds with the credit union.
  • Proactively identifying and cross-sell products that meet a financial or service related need for the member.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Member Service Representative Resume

Objective : 4 years of experience as a Member Service Representative. Seeking to secure a challenging position that will allow me to utilize my experience and motivation, contributing to the company's goals.

Skills : Microsoft Office, Video Editing, Final Cut Pro, Adobe Audition, Public Relations, Internet Explorer, Firefox And Chrome Oracle, Salesforce, ServiceNow, and AutoTask.

Description :

  • Coordinated domestic travel arrangements, including hotel and transportation, and planned routes for member's destinations.
  • Answered and quickly redirected up to 80 calls per day while accurately taking messages.
  • Greeted members, vendors and VIP's and directed them to correct employees.
  • Ordered and distributed office supplies while adhering to office budget.
  • Routed deliveries and courier service, processed new memberships and assisted with event planning.
  • Processed all cash and checks for office deposit daily and delivered to the bank.
  • Act as liaison between members and various organizations and departments and respond to all electronic and written correspondence within one day.
  • Identify cross-sell opportunities and cross-sell services to members while providing accurate, courteous, friendly, timely, and professional service.
  • Maintain member account information on credit union computer systems and ensure that appropriate and accurate records are maintained.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma