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Member Service Representative I at Wellby Financial - ApplyBlast

Member Service Representative I

Wellby Financial

24 days ago

2.8 on Glassdoor

Remote

Full Time

Junior

0 applicants

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About this role

The Member Service Representative I provides support to the Contact Center by addressing member inquiries and resolving complaints via telephone, email, or online chat. This role focuses on creating an exceptional member experience, maintaining accurate account records, and troubleshooting basic issues related to credit union services and digital solutions. The representative also educates members on technology offerings and proactively identifies changes in their banking needs to recommend relevant financial solutions.

Responsibilities

Interact with customers via telephone, email, or online chat to provide support and information
Troubleshoot and resolve member inquiries and complaints in a timely manner
Maintain customer accounts and records of member interactions with details of inquiries

Skills

About Wellby Financial

wellbyfinancial.com

Headquarters

Houston, Texas, United States

Company Size

201-500 employees

Founded

1961

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Wellby Financial helps Houstonians and beyond achieve financial prosperity with checking, savings, loans, mortgages, and wealth planning designed for you.