Member Services Representative Resume Samples
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Member Services Representative Resume Samples
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FH
F Herzog
Frances
Herzog
1841 Johns Passage
Los Angeles
CA
+1 (555) 167 9310
1841 Johns Passage
Los Angeles
CA
Phone
p
+1 (555) 167 9310
Experience
Experience
Phoenix, AZ
Member Services Representative
Phoenix, AZ
Cruickshank-Ullrich
Phoenix, AZ
Member Services Representative
- Having working knowledge of and follow all relevant Standard Operating Procedures and Work Instructions
- Perform data entry and provide team project support
- Maintain member files, assist with educating, orientation and credentialing providers
- Logs, researches and makes necessary GL, account adjustments and/or returns
- Performance Bonus- The Member Services Department on a quarterly basis will reward representatives who meet performance and business expectations
- Work with Product Development Team to help devise and test updates to the Patient Login system
- Respond to requests for referrals to network providers
Boston, MA
Teller / Member Services Representative
Boston, MA
Satterfield-Moen
Boston, MA
Teller / Member Services Representative
- Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management
- Assumes responsibility for the effective and professional performance of member service functions
- Ensures that work area is clean, secure, and well maintained
- Assumes responsibility for the efficient, effective, and accurate performance of teller functions
- Disburses cash or check share withdrawals upon verification of proper identification
- Professional appearance, dress, and attitude
- Keeps supervisor informed of area activities and of any significant problems or concerns
present
Boston, MA
Senior Member Services Representative
Boston, MA
Green-Bernier
present
Boston, MA
Senior Member Services Representative
present
- Provides end-to-end retirement services from orientation through final disbursement to members and their beneficiaries; guides members through the retirement process to ensure the provision of benefit entitlements
- Ensures data quality by locating missing items, spotting inconsistencies, validating historical calculations and corroborating any assumptions used for those calculations
- Conducts research to verify and crosscheck data related to member's rights and department's obligations and then conducts transactions in the V3 Benefits Administration system
- Performs peer review on the transactions and other work performed by Member Service Representatives prior to review by Compliance and QA staff
- Completes final transactions upon verification and approval by Compliance/QA including adjustment to member's account to process deduction shortage invoice or refund
- Effectively interacts with members, employers, and government entities on the phone and in person
- Answers members questions related to the content in the Boston Retirement Board Guide and Chapter 32 or refers to someone that can answer their question
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of Florida
Bachelor’s Degree in Business
Skills
Skills
- Ability to problem solve from start to finish and be knowledgeable
- Ability to self-motivate with strong organization skills and capacity for attention to detail
- Skilled in Microsoft Office software (e.g., Word, Excel, Access, PowerPoint) gained through either work experience with the software or education and hands-on use of the software
- Exceptional presentation/facilitation, organizational, analytical, interpersonal and written/oral communication skills with the ability to communicate effectively to a diverse audience
- Keeps accurate, detailed records of all transactions, incident reports and other necessary documentation; reconciles all cash, check and charge transactions to balance shift report
- Using informational tools provided and computer system, efficiently and accurately answers questions and complaints from members and the general public both in person and over the telephone
- Skilled in Microsoft Office software (e.g., Word, Excel, Access and PowerPoint) gained through either work experience with the software or education and hands-on use of the software
- Ability to thoroughly comprehend the subject matter and systems used in order to handle a wide variety of inquiries from callers in a timely and accurate manner
- Strong customer service skills including the ability to relate well to diverse populations and to represent the organization professionally
- Basic knowledge of computers
9 Member Services Representative resume templates
Read our complete resume writing guides
1
Teller / Member Services Representative Resume Examples & Samples
- Assumes responsibility for the efficient, effective, and accurate performance of teller functions
- Represents the Credit Union in a courteous and professional manner
- Receives share deposits and loan payments
- Processes cash advances, cashiers' checks, money orders, and bank-to-bank wires
- Disburses cash or check share withdrawals upon verification of proper identification
- Processes transfers
- Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices
- Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability
- Detects and resolves discrepancies promptly
- Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions
- Assumes responsibility for the effective and professional performance of member service functions
- Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Opens and closes accounts. Orders checks for members' accounts. Completes payroll deduction and authorization forms
- Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Resolves member bookkeeping and checking account problems. Takes stop payment orders
- Receives and directs members and telephone calls. Responds to inquiries and questions if possible or directs them as necessary. Records and relays messages
- Performs file maintenance and account changes as needed
- Keeps members informed of Credit Union services and policies, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services
- Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information
- Actively cross-sells Credit Union products and services
- Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management
- Assists area personnel as required
- Keeps supervisor informed of area activities and of any significant problems or concerns
- Completes required reports and records accurately and promptly
- Attends meetings as required
- Assumes responsibility for related duties as required or assigned
- Ensures that work area is clean, secure, and well maintained
- Performs related clerical duties as required
- Knowledge of Teller and Member Service Representative operations and procedures to include, but limited to Bank Secrecy Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E, Regulation CC, and Regulation D
- Basic understanding of Credit Union operations
- Professional appearance, dress, and attitude
- Ability to operate related computer applications and other business equipment including adding machine, copier, coin and money counting machines, and telephone
2
Member Services Representative Resume Examples & Samples
- Bilingual, Mandarin and English
- Ability to handle high volume of inquiries
- Expert phone and data entry skills
- Demonstrated communication skills
3
Member Services Representative Resume Examples & Samples
- Receive and address questions/ issues/ complaints from members via phone calls, emails and letters
- Balance customer service skills with business logic to create the best solutions to resolve member issues
- Meet goals for schedule adherence, Average Handle Time (AHT), Not Ready Time and Quality
- Work with departments outside of the Call Center to effectively and efficiently resolve all customer inquiries, striving for 1st call/ contact resolution
- 2+ years of customer service background, preferably in a call center
- Skills/ abilities to identify the root cause of a customer’s inquiry and find an adequate resolution
- Experience using Microsoft Office products
4
Member Services Representative Resume Examples & Samples
- Remain pleasant and helpful during conversations
- Timely response to and completion of reservations in a friendly, efficient and accurate manner
- Polite and tactful response to general inquiries for information and club inquiries from all levels, including management
- Knowledgeable about 500+ properties and services
- Mails quality assurance surveys to Members after visit to a ClubCorp club
5
Member Services Representative Resume Examples & Samples
- Certifications required within 30 days of hire: CPR/AED, and First Aid
- Excellent interpersonal and problem solving skills
- Ability to relate effectively to diverse groups of people from all social and economic segments of the community
- At least two years of previous customer service, sales or related experience
- Basic knowledge of computers
- Must possess enthusiasm, good judgment and a commitment to the mission of the YMCA
- Provides excellent service to members, guests, and program participants in the Y and on the phone, contributing to member retention
- Conduct interviews and/or tours responsive to the needs of prospective members; sells memberships
- Builds relationships with members; helps members connect with one another and the YMCA
- Handles and resolves membership concerns and informs supervisor of unusual situations or unresolved issues
- Ensures that the lobby and desk areas are clean and adequately supplied with informational materials, schedules, forms, and promotional items
- Applies all YMCA policies dealing with member services
- May hand out towels; may monitor the locker rooms as required
- Knows/reviews all emergency procedures and responds to emergency situations immediately in accordance with YMCA policies and procedures. Completes related reports as required
- Additional responsibilities entail assisting with membership campaigns, membership functions, retention initiatives and exceptional customer service
- Attends all staff meetings and in-service training
6
Member Services Representative Resume Examples & Samples
- Utilize training, experience, knowledge, skills and abilities to perform the duties of the job and maintain member services goals
- Provides administrative support for the fitness professional staff: types and files day-to-day correspondence and other documents; assists in production of leaflets, special events or health promotional materials; schedules appointments (e.g., fitness testing, orientation, retest and personal training appointments); proofs all typed documents and administrative forms before mailing or release
- Performs general welcoming duties: Greets participants, visitors, and guests at the fitness center; answers the telephone; takes messages; initiates informational or follow-up calls for the professional staff
- Maintains fitness center files: Utilizes Member Management Software Program to input participant information; compiles monthly and quarterly reports
- Maintain privacy of customer files and database based on HIPAA guidelines
- Orders office, locker room and other supplies: Maintains an inventory of program forms, brochures, office products, incentive awards and other supplies; contacts (as appropriate) HFC representative, company liaison for vendors to order and replenish supplies
- Maintain a cleanliness and organization of the Front Desk
- Perform data entry and provide team project support
- Immediately report any potentially unsafe conditions or equipment that is not operating properly
- Oversees towel service – inventory, ordering, laundering and ensuring the areas are stocked with clean towels
- Completes daily cleaning and cleaning checklist, reports any additional cleaning needs through the appropriate channels
- Carries out other projects and duties, as assigned by the Program Manager
- High School diploma or equivalent required. Associate's or Bachelor’s degree preferred
- Proficiency with MS Outlook, Word, and Excel preferred
- 1+ years of customer service experience with point-of-sale experience preferred
- Ability to multi-task
- Active listener and communicator, demonstrating a strong focus to customer service
- Courteous and patient individual that is a motivated self-starter
- Organized, detail oriented and punctual to work, meetings, and training sessions
- Strong computer and typing skills including proficiency in Microsoft Office programs including at minimum Word, Excel, Outlook and Power Point
- Strong interpersonal and customer service skills including the ability to motivate others
- Excellent verbal and written communication skills including spelling, punctuation and grammar
- Ability to effectively organize and prioritize work demands
- Ability to work effectively with all levels of individuals both within HealthFitness and the client organization
7
Member Services Representative Resume Examples & Samples
- Must be at least 18 years of age and possess a high school diploma
- Must have a minimum of two years customer service experience
- Basic computer skills are essential
- Prior experience working in a high volume, member-focused environment
- Must possess or attain CPR/AED certifications within 30 days of hire
- Answers phone using the proper YMCA greeting, and takes complete messages
- Greets everyone in a friendly manner
- Scans all membership ID cards
- Sells memberships, programs and merchandise
- Using informational tools provided and computer system, efficiently and accurately answers questions and complaints from members and the general public both in person and over the telephone
- Is familiar with and carries out emergency procedures, building rules and regulations
- Responsible for all monies taken in on assigned shift and ensures that they are accurately recorded and locked in the safe
- Keeps accurate, detailed records of all transactions, incident reports and other necessary documentation; reconciles all cash, check and charge transactions to balance shift report
- Arrives on time for scheduled shifts, wearing appropriate uniform and name tag; ensures that facility is open and functioning properly to serve members
- Attends regular staff meetings and trainings related to position
- Read all memos, newsletters and reference manual updates and complies with policies and procedures
- Conduct quality interviews with prospective members
- Assist in membership campaigns and Invest in Youth functions
- Ensures a positive initial engagement experience for all who enter the YMCA, making an effort to connect them with appropriate staff and fellow members
- Maintain, and at all times, have sparkling well-presented facilities with shocking levels of responsiveness in regard to cleanliness and repair
- Knowledgeable in all YMCA programs and activities, as well as directors and key staff job responsibilities
- Assist in regular staff meetings and trainings
- Serves as an integral member of the total staff team
- Does whatever is necessary to promote member retention while maintaining quality customer service to members
8
Member Services Representative Resume Examples & Samples
- 1+ year of related work experience
- Highly organized
- 3+ years of relevant experience
- Bilingual (English and/or Spanish)
- Prior Healthcare or Service experience
- Background in Customer Service is preferred
9
Member Services Representative Resume Examples & Samples
- Previous banking or Credit Union experience preferred
- Bilingual, including the ability to speak, read, and write Spanish a plus
- Must have excellent member service skills, excellent oral and written communication skills
- Applicant must be VERY comfortable in a sales-cultured environment with a desire to cross sell Credit Union products and services
- Must be able to work well independently and with minimal supervision
- Must work well under deadlines and high volume pressure
- Satisfactory performance and attendance are required
10
Member Services Representative Resume Examples & Samples
- Bilingual, ability to speak, read, and write Spanish a plus
- Must have above average communication skills and professional telephone manner
- Ability to proficiently use standard office equipment and PC software and applications necessary to perform job duties
11
Member Services Representative Resume Examples & Samples
- Performs clerical duties necessary to perfect security liens, title transfers and lien releases
- Reviews, maintains and tracks title files and reports
- Assists members and Credit Union staff with title processing, ownership transfer, state filings and lien recordings
- Interacts with field staff via telephone, e-mail and fax
- Interacts with various state motor vehicle departments
- Ensures security and confidentiality of all account information and credit union documents, policies and guidelines for lending
- Reviews loan documents for accuracy and legality
- Must pass applicable American Airlines pre-hire compliance checks
- Must provide an acceptable credit history, which will be verified (e.g., no past due accounts, charge-offs, collection items or bankruptcies)
- The selected candidate will be responsible for ensuring the security and confidentiality of all account and related information which is part of their work and for ensuring that his/her work is in compliance with all applicable laws and regulations including, but not limited to, the Bank Secrecy Act
- College degree in business, finance, or related area, or equivalent financial services experience
- Previous banking or Credit Union experience
- Skilled in Microsoft Office software (e.g., Word, Excel, Access, PowerPoint) gained through either work experience with the software or education and hands-on use of the software
- Ability to be comfortable in a member focused environment and have a desire to address members’ financial needs using Credit Union products and services
- Ability to sit and/or stand for extended periods of time
- Ability to type 35 wpm with 100% accuracy and 10-key
- Ability to exercise excellent member service skills
- Ability to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team
- Ability to interact professionally with all employees and members
- Ability to speak, read, and write Spanish is a plus
- Ability to work independently and with minimal supervision
- Ability to perform basic math calculations and analyze data
- Ability to self-motivate with strong organization skills and capacity for attention to detail
- Ability to effectively prioritize work and meet deadlines
- Ability to maintain satisfactory performance and attendance
12
Member Services Representative Resume Examples & Samples
- Full knowledge of deposit products, loan products, and all on-line/mobile products
- A high level of comfort in member contact situations
- Strong verbal and written communication skills and ability to work in a PC environment
- Strong analytical and organizational skills required for research and record keeping functions
- Interacts with new and existing members to determine financial needs and suggests appropriate deposit, online and mobile banking products and/or loan product and services
- Expands sales of HUECU products and services by opening and processing all types of deposit accounts and loans
- Responsible for the accurate inputting of deposit and loan information and for maintaining and updating member information on the Spectrum and Meridian systems
- Assists members with new and existing Individual Retirement Accounts. Responds to inquiries involving contributions, distributions, and rollover of retirement funds
- Accepts, reviews, and processes consumer loan applications. Determines debt ratio, reviews credit reports, verifies employment and income and recommends loan action. Prepares loan documentation, including loan note. Recommends loan action. Processes loan documentation, advances loan proceeds and performs loan closings
- Ensures that all loan packages are complete and have been submitted for scanning and that signature cards are filed in a timely manner
- Provides information and responds to inquiries in person, over the telephone, and in writing. Researches and resolves member inquiries and issues
- Assists with business development and member education functions such as benefits fairs as necessary
- Ensures all operations for assigned products are in compliance with the governing regulations
- Assists with the daily balancing of the ATM terminals and the CoinStream Machine located at the Harvard Square Branch
- Performs other job related duties as required such as covering the Teller line, First Impression Desk or other areas as needed
- A minimum of two years job related training beyond high school
- Must be able and willing to travel to all branch locations, sometimes without prior notice, in Boston and Cambridge
- Notary Public registration required or attained within 90 days of hire
- Previous financial services and lending experience preferred
- Professional and mature demeanor with good verbal and written communication skills necessary
- Ability to multitask and be detail oriented
- Experience with MS office and Outlook email and calendar
- Please note: Harvard University requires pre-employment reference and background screening
- Harvard University is unable to provide work authorization and/or visa sponsorship
- This position has a 90-day orientation and review period
13
Member Services Representative Resume Examples & Samples
- Answer, resolve and document inbound calls and emails from current members with a focus on delivering exceptional customer service every time
- Resolve and follow up on all customer issues relating to our core SAAS products
- Support and troubleshoot email and Internet applications
- Log customer calls and issues into SalesForce and JIRA
- Knowledge of how computer networks function
- Demonstrate a strong work ethic, by stellar attendance, being organized, having a willingness to go the extra mile and asking what else you can do
- Demonstrated ability to communicate technical information to non-technical audiences
- Assist the IT Team as needed
- Teach webinars as needed
- Work with Product Development Team to help devise and test updates to the Patient Login system
- Work closely with the Web Team, assisting in any domain-related issues
- 4 year college degree or equivalent work experience
- Minimum of 2 years’ experience in a technical support and customer service capacity
- Effective communication in both one-to-one and group situations based on demonstrated oral, written, telephone and presentation skills
- Strong problem resolution, decision-making skills and multi-tasking capabilities
- Prioritizes and organizes own work to deliver on agreed deadlines
- Engage professionally at all levels with demanding external and internal customers
- Intermediate to advanced computer and networking skills
- Any technical training experience is a plus
- Knowledge of web design process and domains and hosting a big plus
14
Member Services Representative Resume Examples & Samples
- High school diploma required; at least one year of college or trade school preferred
- One year of customer service experience is required
- Must possess a working knowledge of free weight, weight machines and cardio equipment
- Excellent customer service skills, including tact and diplomacy are required
- Must be able to perform basic functions on a computer
15
Member Services Representative Branch Operations Resume Examples & Samples
- Capable of effectively working with people of varying backgrounds and levels and securing inter- and intra- departmental and external cooperation
- Ability to proficiently use standard office equipment, PC software and applications necessary to perform job duties
- Above-average interpersonal and communication skills and professional telephone manner
- Strong organizational skills and capacity for attention to detail
- Good aptitude for mathematics and analytical ability
- Must be able to sit and/or stand for extended periods of time
- Must fulfill FAA criminal background checks to qualify for unescorted access privileges to airport security identification display areas (SIDA), if applicable
16
Member Services Representative Mortgage Processing Resume Examples & Samples
- High School diploma or GED is required
- Thorough knowledge of FNMA, NCUA and AAFCU Mortgage Lending Guidelines is preferred, and Residential Mortgage Closing and Funding experience is a plus
- Good working knowledge of various PC software including Desktop Underwriting, Prime Alliance, Episys, MS Excel, and MS Word is strongly recommended
- Ability to read, write, and speak Spanish fluently is a plus
- Previous mortgage lending experience preferred
- Above-average interpersonal and communication skills and professional telephone manners
- Strong organizational skills and capacity for attention to detail
- Must work well under deadlines and high volume pressure
- Ability to work in a diverse work environment
- Well organized, quick learner and adapt well to change
- Ability to work well in a fast-paced environment and multi-task
- Satisfactory work performance and attendance are required
- Candidates will be required to pass applicable American Airlines pre-hire compliance checks
- Must have acceptable credit history, which will be verified (e.g., no past due accounts, chargeoffs, collection items or bankruptcies)
17
Member Services Representative Resume Examples & Samples
- Greet Members with a smile and deliver high-quality customer service
- Process Member walk-in orders following proper payment handling procedures at all times to ensure accuracy when handling payments in the form of cash, personal checks, credit card, money orders, cashier check, royalty check or travelers check and when balancing register at the beginning and end of shift
- Maintain a professional and business-like approach to internal and external customers
- Responsible for staying current with all internal communication updates
- Assist with various back-office tasks as needed
- Ability to type 35–40 words per minute
- 10 Key by touch and proficient mathematical skills
- Bi-lingual skills (Spanish/English)
- Good verbal and written communication
- Computer Office Skills (i.e., Microsoft Office Outlook Email )
- Ability to multi-task under competing deadlines
- Ability to problem solve from start to finish and be knowledgeable
- 2 years’ customer service experience
- 2 years’ experience in Retail and/or Financial Industry
- Cash handling experience with high volumes of cash, checks, and credit card transactions
- Ability to carry out responsibilities with minimal supervision
- Ability to function as an effective team member
18
Member Services Representative Resume Examples & Samples
- Responding to and/or redirecting all incoming email
- Using member service skills to effectively answer member questions
- Identifying needs and providing prompt resolution to inquiries and problems
- Capturing and entering data clearly and accurately
- Expressing flexibility to troubleshoot problems and provide solutions
- Monitoring forums for service related issues
- Full-time position, must be able to work various shifts, weekends and nights
- 2+ years experience working in a customer service position (Phone, Chat, E-mail)
- Ability to use a desktop computer system
- Familiarity with Windows XP, Microsoft Outlook, and Internet Explorer and/or other web browsing applications
- Demonstrable understanding of the Internet
- Must be able to type a minimum of 55 wpm
- Member-service oriented with demonstrated skills
- Ability to multi-task, stay focused and make tough decisions in a fast paced environment
- Able to type at least 70 wpm
- Can self-start and maintain a positive, upbeat attitude
- Strong written and oral communications (email/phone)
- Some College or Bachelor's degree preferred
- Not act like a creep, idiot, or jerk, at least while on the clock
19
Member Services Representative Resume Examples & Samples
- Answers department ACD calls from members
- Processes point of sale/ATM limit increases
- Closes and reorders new/duplicate ATM/Debit cards to members
- Provides PINS for cards
- Reviews and processes fraud and dispute reports for members
- Assists members with credit card payments, balance transfers and statement copies
- Corresponds to members through secure messaging and emails
- Completes processing of daily reports
- Creates and promotes positive name recognition for the Credit Union
- Researches member inquiries and provides solutions as required in a timely manner
- Implements and enforces internal control and security measures in accordance with Credit Union policies and government regulations
- Fosters a culture that promotes teamwork, service excellence and relationship building within the overall organization
- Must have an acceptable credit history, which will be verified (e.g., no past due accounts, charge-offs, collection items or bankruptcies)
- Ability to work varying schedules, including evenings and weekends
- Ability to sit for extended periods of time
20
Member Services Representative Resume Examples & Samples
- Opens new accounts, sells and processes Credit Union services for new and existing members
- Posts deposits and processes loan payments
- Processes various monetary transactions and maintains account information
- Performs Notary Services as required
- Works with branch/department managers and leverages cross-selling opportunities
- Maintains awareness of all branch functions and duties to provide proper support and coverage at all times
- Fosters a culture that promotes teamwork, service excellence and relationship building within the covered branches and overall organization
- May work a rotating Saturday schedule depending on job location
- Ability to perform in a sales-culture environment with a desire to cross sell Credit Union products and services
- Previous experience in a sales-culture environment
21
Member Services Representative Resume Examples & Samples
- Answer member questions, via phone, pertaining to their account and research and resolve member issues in a timely manner
- Process all incoming fax and email. Respond by phone or writing or forward as appropriate, in a timely manner
- Assist in posting of daily incoming mail including check deposits, payments for loans, open new accounts set up, & research requests
- Maintain thorough knowledge of all products and services to effectively cross-sell. Monitor & review accounts and member needs in order to cross-sell services that the Credit Union has to offer to members and associates
- Competent at member and employee relations, dealing with irate/difficult members, and telephone etiquette
- Cross-sell additional credit union products such as loans and suggest accounts (i.e., savings, checking, Money market, etc.)
- Perform account maintenance and modifications (i.e., order checks, update addresses, add/remove owners, add/remove PODs)
- Process Visa® debit card orders
- Effective member/customer/ teammate interactions and communications; ability to handle irate/difficult members via face-to- face, phone, email, and written correspondence
- Research and resolve member issues from minor to increasing in complexity
- Assist in completing special projects and other administrative/operational duties assigned
- Maintain attendance, punctuality and professionalism at all times in the call center
- One or more years of financial industry experience
22
Member Services Representative Resume Examples & Samples
- Completes data entry and balancing functions
- Coordinates return items with members, outside vendors, the Federal Reserve Bank and other institutions
- Assists other departments with fraud resolution, member inquiries and related Accounting general ledger balancing
- Works member cases/activities assigned
- Follows and maintains policies and procedures to ensure strict compliance of NACHA rules and regulations and Federal Banking laws
- Processes loan payments, multi-account and member deposits, credit card payments, and other checks, such as IRA, bankruptcy and payoff checks
- Reviews, analyzes and approves Remote Deposit, Mobile, ATM, and other imaged enabled products
- Logs, researches and makes necessary GL, account adjustments and/or returns
- Processes Stop Pays and Check Batching
- Completes daily balancing and branch closing
- Intermediate Excel and Word experience
- Previous customer/member service experience
- Ability to exercise excellent customer service skills
- Ability to perform mathematical calculations and analyze data
- Ability to effectively prioritize work and meet deadlines under high volume pressure
- Ability to cross-train and perform any role assigned within department
- Ability to work extended hours in support of business needs
23
Member Services Representative Resume Examples & Samples
- 3 years Previous banking/credit union experience preferred. Experience in Member Service/Teller role in branch operations, helpful
- Knowledge of financial products and services
- Knowledge of Microsoft Word, Excel and Data Processing System Software, preferably, EDS. Effective 10-key skills
24
Member Services Representative Resume Examples & Samples
- Processes various monetary transactions and loan payments and maintains account information
- Provides information about products and services such as ATMs, Loans, Credit Insurance, Checking and Savings accounts, On-Line banking, Visa Check Card and Call-24
- Ensures awareness of all branch functions and duties to provide proper support and coverage at all times
- Inputs member information for consumer loan applicants
- Will work a rotating Saturday schedule
25
Provider / Member Services Representative Resume Examples & Samples
- 1+ year of previous experience in a Call Center environment
- Strong attention to detail
- Bilingual (English and Chinese, Russian and/or Spanish)
26
Member Services Representative Resume Examples & Samples
- Education: High school diploma or equivalent required
- Experience: Five years minimum health care experience
- Other: Skills, Knowledge, and Abilities: Must have ability to evaluate benefit plan designs and translate into functional claims operations and adjudication rules. Must be able to quickly adjust to new task. Familiarity with HCFA guidelines for coding, reimbursement and benefit application. Must be able to quickly adjust to new tasks. Self-motivated, good organization skills, problem solving skills. Working Conditions, Mental and Physical Requirements: Frequent mobility in accessing files. Prolonged sitting, walking and standing. Some stooping, reaching, climbing and bending. Occasional lifting of 30 lbs to a height of 5 feet. Hearing and speech capable of communicating with employees and vendors in person and by telephone. Vision capable of viewing monitors, files, forms, text and numbers for prolonged periods. Equipment Used: computer, fax machine, copy machine, telephone system, shredder
- Preferred Education: Prefer additional education in a foreign language area
- Preferred Experience: ICD-9 and CPT coding and claims processing preferred
27
Member Services Representative Resume Examples & Samples
- Answer incoming calls from members and providers and establishing/maintaining good rapport
- Provide information concerning eligibility and benefit verification to callers
- Provide information to callers concerning claims questions, research as necessary to assist in resolving issues of claims reimbursement
- Document accurate information concerning calls into computer system
- Maintain member files
- Maintain current member demographic information, processing address changes in a timely manner
- Perform call backs to members and providers within contractually agreed upon time frame
- Collaborate with all other departments as appropriate and required to facilitate the completion of tasks/goals
- Follows the CHRISTUS Guidelines related to the Health Insurance Portability and Accountability ACT (HIPAA), designed to prevent or detect unauthorized disclosure of Protected Health Information (PHI)
- Minimum of one year experience in related field
- Good typing skills
- Operating knowledge of computers
- Good telephonic skills in order to present information in an accurate and positive manner
- Ability to function independently
28
Member Services Representative Resume Examples & Samples
- Bachelor's degree or equivalent customer service experience involving complex, analytical problem-solving skills
- Excellent time management and sound decision-making skills
- Ability to work in a fast-paced, continuously changing environment
- PC proficiency with multiple systems/platforms
- Experience working with people on the phone, preferably in a call center setting for an HMO, or in the insurance industry involving contact with patients or enrollees will receive priority consideration
29
Member Services Representative Resume Examples & Samples
- Respond to members’ requests and inquiries of services offered in a professional and confidential manner. Maintain a comprehensive knowledge of all credit union products and services in order to promote the credit union to new and existing members
- Performs main teller duties which include maintaining a teller cash drawer for processing cash withdrawals and check cashing for members. This includes reconciling account balances in the credit union system and balancing the cash drawer nightly
- Maintains the credit union’s check register, clearing daily checks, and performing monthly balancing of the check system as well as scanning credit union checks for deposit daily
- Responsible for ordering members Visa debit cards and personal checks
- Responsible for processing and mailing of monthly and quarterly member statements
- Assists with processing approved loan documents in the credit union system
- Coordinate payroll deduction changes with the B-F Payroll Dept
- Maintain credit union member files in an orderly and efficient manner
- Assist the manager with monthly graph analysis for board meetings
- Assist with organizing educational seminars for the membership
- Bachelor’s Degree in the Finance/Accounting field with a minimum of two years of experience; or five years equivalent education/experience combination
- Experience in the Credit Union or Banking field
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Member Services Representative Resume Examples & Samples
- Answer incoming calls from members and providers and establishing/maintaining a good rapport Provide accurate information regarding eligibility, benefit verification, network and contract status to callers
- Provide information to callers concerning claims questions, research as necessary to assist in resolving issues related to claims reimbursement
- Maintain member files, assist with educating, oreintation and credentialing providersMaintain current member demographic information, processing address changes in a timely manner
- Keep the commitment to follow up with members and providers within contractually agreed upon time frame
- Consistently collaborating with all other departments , serving as a provider liaison with focus on provider retention
- High School diploma or GED equivalency
- Minimum 6 months to 1 year of experience in healthcare or medical related field
- Minimum of 6 months meeting all department metrics
- Operating knowledge of computers using multiple programs simultaneously
- Good telephonic skills articulating information in an accurate and positive manner
- Capable of training others
- Ability to work independently and as a positive team player; requires minimal daily supervision
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Senior Member Services Representative Resume Examples & Samples
- Provides end-to-end retirement services from orientation through final disbursement to members and their beneficiaries; guides members through the retirement process to ensure the provision of benefit entitlements
- Ensures data quality by locating missing items, spotting inconsistencies, validating historical calculations and corroborating any assumptions used for those calculations
- Conducts research to verify and crosscheck data related to member's rights and department's obligations and then conducts transactions in the V3 Benefits Administration system
- Performs peer review on the transactions and other work performed by Member Service Representatives prior to review by Compliance and QA staff
- Completes final transactions upon verification and approval by Compliance/QA including adjustment to member's account to process deduction shortage invoice or refund
- Effectively interacts with members, employers, and government entities on the phone and in person
- Answers members questions related to the content in the Boston Retirement Board Guide and Chapter 32 or refers to someone that can answer their question
- Identifies any issues or impediments to timely completion of a case and takes action to overcome those barriers
- Provides data and other information as requested by intradepartmental teams including Disability, Legal, Compliance, Reporting, etc
- Uses all available documentation to ensure that members are provided with accurate information in the delivery of services that meet departmental standards
- Assists with special projects as assigned by senior management
- Performs related work as required
- Two (2) years of fulltime, or equivalent part-time, experience in office management, office administration, business administration or business management, the major duties of which included accurate preparation, tracking, maintenance and safeguarding of highly sensitive documentation, researching and interpreting financial data, and customer service
- An undergraduate degree with a major in business administration, business management or public administration or related field may be substituted for two (2) years of the required experience
- Knowledge of office practices and procedures; of filing and retrieval procedures. Knowledge of Massachusetts public employees retirement laws and regulations (MGL Ch.32) preferred
- Ability to enter data and process transactions; to review data; to research and interpret financial data utilized as the base for fiscal computations necessary to retirement accounts; to resolve problems; to communicate effectively orally and in writing; to follow oral and written instructions and department's best practice guidelines; to provide quality customer service in person and on the phone; to establish and maintain effective working relationships; to work effectively both as a team member and independently
- Ability to exercise good judgment and focus on detail as required by the job
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Member Services Representative Resume Examples & Samples
- Staff all Member Service ACD queues and adhere to telephone performance requirements for call response times and abandonment rates
- Respond to requests for referrals to network providers
- Determine which calls need to be transferred to a clinician, as defined by established protocols, including emergency call procedures
- Prepare daily PA correspondence for mailing
- Perform data entry of specified authorization requests
- Outreach to new members that have been identified with behavioral health needs through Plan Health Risk Assessments as defined by the Plans
- Requirements Perform other duties as required
- 1 Year Call Center Experience
- 2 Years in Customer Service
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Member Services Representative Resume Examples & Samples
- Open new accounts, sell and process Credit Union services for new and existing members
- Post, deposit and process loan payments
- Process various monetary transactions and maintain account information
- Perform Notary Services as required
- Create and promote positive name recognition for the Credit Union
- Work with branch/department managers and leverage cross-selling opportunities
- Research member inquiries and provide solutions as required in a timely manner
- Maintain awareness of all branch functions and duties to provide proper support and coverage at all times
- Implement and enforce internal control and security measures in accordance with Credit Union policies and government regulations
- Foster a culture that promotes teamwork, service excellence and relationship building within the covered branches and overall organization
- Must have an acceptable credit history which will be verified (e.g., no past due accounts, charge-offs, collection items or bankruptcies)
- Skilled in Microsoft Office software (e.g., Word, Excel, Access and PowerPoint) gained through either work experience with the software or education and hands-on use of the software
- Ability to speak, read and write Spanish is a plus
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Member Services Representative Resume Examples & Samples
- In order to ensure that client service level requirements are consistently achieved, attend work reliably and adhere to scheduled shift times including lunch and break schedules
- Demonstrate proficiency in utilizing multiple systems and/or databases to evaluate, analyze and resolve customer issues and utilize sound judgment in escalation of issues
- Resolve inbound and outbound contacts in accordance with established program policies, procedures, and standards
- Resolve escalated / complex customer issues by utilizing analytical and researching skills; as necessary, directly coordinate with insurers, payers, providers, clients and advocacy groups in order to completely resolve an issue
- Demonstrate consistent and professional customer service skills: active listening, ability to engage the customer, appropriate utilization of resources, clear written and verbal communication
- Provide feedback and suggestions regarding policies and procedures used within the Contact Center in the interest of providing exceptional service
- Mentor and assist other agents in the Contact Center, as directed
- Perform analytical functions, including but not limited to: reconciliation of claims and billing related activity
- Exceed minimum productivity standards for each task assigned
- Document all contacts in accordance with established program policies, procedures, and standards
- Provide on-the-job training and support for other staff members as directed
- Actively participate in quality control/quality improvement initiatives
- Utilize subject matter expertise to contribute to new business development initiatives and projects (e.g. implementation, testing, documentation and training materials)
- Attend and participate in meetings and training as directed
- Maintain the confidentiality of all business documents and correspondence according to HIPAA, corporate, and program guidelines
- Comply with established departmental policies, procedures and objectives
- Comply with all health and safety regulations and requirements
- Associates degree or comparable advanced education (college level coursework, certification courses, etc.) or comparable additional work experience
- Must be able to read, speak and write English fluently
- Bi-lingual proficiency preferred but not required (English/Spanish)
- Must have at least 3 years of information and referral experience with at least 2 of those years being in a healthcare related call center environment (additional education and / or certifications may be considered in place of experience)
- Physical ability to stand and repetitively bend down and reach up for extended periods of time (e.g. for file room projects)
- Ability to effectively provide service to multiple clients simultaneously (e.g. handle a call queue of multiple lines)
- Must be flexible regarding hours scheduled
- Strong customer service skills including the ability to relate well to diverse populations and to represent the organization professionally
- Ability to mentor staff members on subject matter and customer service skills
- Sound judgment and discretion required
- Ability to communicate clearly and effectively verbally and in writing
- Strong time management and organizational skills necessary to prioritize multiple projects, requirements and deadlines
- Ability to thoroughly comprehend the subject matter and systems used in order to handle a wide variety of inquiries from callers in a timely and accurate manner
- Analytical and problem solving abilities to research multiple internal and external information sources and utilize information to resolve issues
- Accurate typing/data entry and information tracking skills at a minimum proficiency of 40 words per minute
- Computer Literacy including basic proficiency with Internet Browsers, Microsoft Outlook, Word, and Excel
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Member Services Representative Resume Examples & Samples
- Tons of Career Growth Opportunities within the department!!!
- Performance Bonus- The Member Services Department on a quarterly basis will reward representatives who meet performance and business expectations
- Medical/Dental/Vision Coverage
- 401K Retirement Savings Plan- Harvard Pilgrim offers a competitive match to all employees who save for retirement
- Tuition Reimbursement- up to $5,000 annually
- Volunteer Opportunities
- On-site gym!!
- Easy access from RT.93
- Walking distance from Quincy Adams Station (Red Line)!!
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Member Services Representative Resume Examples & Samples
- Answers a high volume of calls in the Phone Loan Department
- Collects data and documentation for loan applications in compliance with Credit Union policies, procedures and NCUA regulations
- Inputs data in LINK loan origination system
- Closes and disburses loan funds
- Cross sells additional loan products
- Completes electronic documents
- Processes mail, faxes and emails
- May work a rotating Saturday schedule
- Previous lending experience in a credit union, bank or finance company
- Previous knowledge of Synapsys, LINK and Episys systems
- Previous understanding of pay statements, tax returns, vehicle purchase orders and credit reports
- Ability to exercise excellent member and customer service skills
- Possess above-average professional telephone skills
- Above average ability to interact professionally with all employees and members
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Member Services Representative Resume Examples & Samples
- To consistently document and accurately code all inquiries within designated software to reflect the purpose of a consumer's inquiry and all actions taken to address and resolve their issue or need
- Generate standard or customized letters using word processing software to generate accurate written responses to member inquiries as needed
- Effectively document and track actions requested from other departments addressing member inquiries or informal complaints to ensure prompt resolution of all consumer matters
- Education: Minimum of high school education with some college level studies preferred
- Licensure / Certification: State of Ohio sales license for Life, Health, AD&D insurance within
- 90 days of hire (not applicable to temporary position)
- Experience: Prior customer service experience required. Managed Care (HMO/PPO) knowledge and experience preferred
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Member Services Representative Resume Examples & Samples
- Answer incoming calls from members and providers and establishing/maintaining good rapport while balancing 2-3 phone queues
- Provide accurate information regarding eligibility, benefit verification, network and contract status to callers
- Maintain member files, assist with educating, orientation and credentialing providers
- High School Diploma or GED Equivalent
- Minimum of 6 months experience in healthcare or medical related field
- Ability to work independently and as a positive team player; requires daily direct supervision
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Member Services Representative Resume Examples & Samples
- Interacts with customers to provide information in response to inquiries about products and services
- Transfer customer calls to appropriate departments
- Identify, research, and resolve customer issues using the computer system
- Follow-up on customer inquiries not immediately resolved
- Research member billing and claims issues
- Research payment and member refund issues
- Handle and resolve customer's complaints
- Ability to navigate through automated information systems to analyze the caller’s situation
- Speaks in a way the customer can understand
- Serves as liaison between the customer and various departments
- Other duties as assigned by the management team related to job functions (sort incoming faxes, correspondence, fax transportation forms, etc.)
- May be required to work some overtime as the business requires
- May be required to work flexible schedules (nights, weekends), or change schedules - as it is determined based on the needs of the business, which are subject to change
- High School Diploma or GED equivalent from an accredited institution
- MUST be FLUENT in English AND Mandarin AND Cantonese
- Work experience in a face to face or call center environment
- Experience multitasking between programs, data entry of client demographics or client look up systems while talking to our customers
- Working experience using a corporate email system
- Experience navigating through system applications on a desktop computer
- Adapt to a fast pace and changing environment
- Healthcare industry working experience
- Call Center metrics driven environment
- Ability to solve problems and find solutions
- Selectively handle the job’s responsibilities
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Member Services Representative Resume Examples & Samples
- 1) Under minimal supervision manages inbound calls and walk-in contacts with members, responsible parties and providers/vendors for the Erickson Advantage Member Services and Care Coordination Office at the Erickson community, and documents all contacts in the Touch paper Call Tracking System and Canopy Clinical System as appropriate
- 5) Serves as a resource for Erickson Living staff about Erickson Advantage benefits and operations through participating in community-wide and departmental meetings, and establishing/maintaining positive working relationships with key members of the community team; Medical Center, Resident Life, Community Transportation, Wellness Center, etc
- 6) Actively participates in the Member Services Peer Team by
- 12) Manages daily utilization information and distributes and documents as appropriate
- 13) Maintains resident care coordination and member services files
- 14) Performs other related duties as required
- 15) Complies with health plan policies and procedures and conforms to CMS requirements
- 16) Reviews and signs the Erickson Living confidentiality forms at the time of employment
- Knowledge of health care and insurance industries and health care delivery systems. Specific knowledge of Medicare benefits and Medicare claims policies
- Excellent interpersonal skills to interface with physicians, members of the healthcare team, residents and family members
- Ability to use a variety of software (database and spreadsheet) applications
- Analytical skills to evaluate problems and recommend alternative solutions
- Ability to work in a dynamic, team-oriented environment
- Previous experience in healthcare or insurance environment required; 4-6 years experience required
- Customer service experience required – 1-3 years
- AA (Associates of Arts) or related degree required
