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Member Service Representative II at Wellby Financial - ApplyBlast

Member Service Representative II

Wellby Financial

6 months ago

2.8 on Glassdoor

Webster, TX

Hybrid

Full Time

Senior

0 applicants

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About this role

The Member Service Representative II at Wellby provides support to the contact center by addressing member inquiries and resolving complaints via telephone, email, or chat. This role involves maintaining customer accounts, troubleshooting digital solutions, and escalating complex financial issues while ensuring compliance with company policies.

Responsibilities

Interact with members via telephone, email, or online chat to provide support
Resolve customer complaints and inquiries while escalating complex issues appropriately
Troubleshoot basic digital platform issues and educate members on financial technology
Maintain accurate customer accounts and records of member interactions
Complete mandatory compliance testing regarding the Bank Secrecy Act and company policies

Skills

Qualifications

High School Diploma3 years contact center experience2 years college-level education preferred

About Wellby Financial

wellbyfinancial.com

Headquarters

Houston, Texas, United States

Company Size

201-500 employees

Founded

1961

View Profile

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