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Member Services Representative
We are looking for a dedicated Member Services Representative to join our team in Pasadena, California. In this Contract to permanent position, you will play a vital role in assisting members with their financial needs while delivering exceptional service and personalized solutions. This role requires a proactive approach to account management, sales, and operational tasks, ensuring a seamless member experience.<br><br>Responsibilities:<br>• Assist members in opening, managing, and closing a variety of accounts, including consumer and business accounts.<br>• Process financial transactions with accuracy and efficiency while maintaining high service standards.<br>• Address member inquiries and resolve issues, escalating complex matters with thoughtful recommendations as needed.<br>• Maintain precise and up-to-date account information in internal systems.<br>• Identify opportunities to offer additional financial products and services tailored to member needs.<br>• Meet or exceed individual performance goals in both service and sales metrics.<br>• Manage cash operations, including balancing, replenishing funds, and adhering to policy guidelines.<br>• Perform transactions requiring higher approval levels, such as check negotiations within authorized limits.<br>• Ensure compliance with regulatory standards and internal policies through regular training and adherence.<br>• Travel to nearby branch locations to provide operational and service support when required.
• High school diploma or equivalent is required.<br>• Minimum of 1–3 years of experience in retail banking, financial services, or a similar customer-facing role.<br>• Strong interpersonal and communication skills with a focus on delivering excellent service.<br>• Ability to effectively manage multiple priorities in a dynamic environment.<br>• Proficiency in Microsoft Office applications and general computer systems.<br>• Familiarity with financial institution operations and products is preferred.<br>• Knowledge of compliance and regulatory standards within the financial services industry.<br>• Demonstrated organizational skills and attention to detail.
<h3 class="rh-display-3--rich-text">TalentMatch<sup>®</sup></h3> <p>­Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.</p>
  • Pasadena, CA
  • onsite
  • Contract / Temporary to Hire
  • 19 - 22 USD / Hourly
  • We are looking for a dedicated Member Services Representative to join our team in Pasadena, California. In this Contract to permanent position, you will play a vital role in assisting members with their financial needs while delivering exceptional service and personalized solutions. This role requires a proactive approach to account management, sales, and operational tasks, ensuring a seamless member experience.<br><br>Responsibilities:<br>• Assist members in opening, managing, and closing a variety of accounts, including consumer and business accounts.<br>• Process financial transactions with accuracy and efficiency while maintaining high service standards.<br>• Address member inquiries and resolve issues, escalating complex matters with thoughtful recommendations as needed.<br>• Maintain precise and up-to-date account information in internal systems.<br>• Identify opportunities to offer additional financial products and services tailored to member needs.<br>• Meet or exceed individual performance goals in both service and sales metrics.<br>• Manage cash operations, including balancing, replenishing funds, and adhering to policy guidelines.<br>• Perform transactions requiring higher approval levels, such as check negotiations within authorized limits.<br>• Ensure compliance with regulatory standards and internal policies through regular training and adherence.<br>• Travel to nearby branch locations to provide operational and service support when required.
  • 2026-03-20T00:00:00Z

Member Services Representative Job in Pasadena, CA | Robert Half