New

Member Services Representative

TEKsystems
$38,950.00 - $45,760.00 / yr
life insurance, vision insurance, paid time off, paid holidays, tuition reimbursement, 401(k)
United States, Ohio, Toledo
Apr 04, 2026
Schedule * Hours: 8:45 AM - 5:15 PM * Rotating Saturdays: Every other Saturday, 8:45 AM - 1:15 PM * When working a Saturday, a partial weekday off is provided * Lunch: 30-45 minutes (based on branch needs) The Opportunity The Member Services Representative / Member Advisor plays a critical role in building trusted relationships with members by delivering thoughtful financial solutions and outstanding service. This role blends consultative sales, account servicing, lending support, and transaction processing in a fastpaced, relationship-focused branch environment. You'll serve as a key financial partner to members-supporting both current and future needs-while actively contributing to branch growth goals through product education and ethical upselling. What You'll Do * Build and deepen member relationships using a consultative, needsbased approach * Open and maintain consumer accounts * Process consumer loan applications and support the full lending lifecycle * (including mortgage referrals, GAP, Credit Insurance, MBP) * Educate members on financial products and services * Calculate loan terms, rates, financed amounts, and payment structures * Perform financial and teller transactions; assist teller line as needed * Accurately document member interactions in the core system * Research and resolve member concerns by collaborating with internal teams * Partner closely with centralized lending and loan processing teams * Complete daily operational tasks such as scanning, reports, and documentation * Ensure full compliance with all policies, procedures, and financial regulations * (including BSA, Patriot Act, and OFAC) What You'll Bring Required Qualifications * 6-24 months of similar or related experience (banking or credit union preferred) * 2+ years of proactive sales experience, retail or financial * (goaldriven environments such as wireless, electronics, or customer sales strongly considered) * Experience opening accounts and taking loan applications is highly preferred * Strong customer service skills, including handling difficult interactions * Proven sales aptitude and willingness to upsell financial products * Ability to perform basic math calculations, including rates and percentages * Strong attention to detail and organizational skills * Proficiency in Microsoft Word and Outlook * Excellent oral and written communication skills * Ability to be bonded and obtain/maintain a notary designation * High school diploma or GED required Nice to Have * Credit union or banking background * Experience in lending, collections, wealth management, or insurance * Familiarity with Symitar or similar core systems * College coursework or degree * Retail experience with measurable sales goals welcomed Note: Candidates must be comfortable with upselling and crossselling as part of the role. Work Environment & Culture * Small, closeknit teams (typically 4-6 people per branch) * Familyoriented, collaborative, and servicedriven culture * Professional branch environment with strong leadership support Benefits & Total Rewards * Competitive hourly compensation with performancebased incentive eligibility * Paid Time Off, plus 13 paid holidays * Additional wellness and volunteer time off * Medical, dental, and vision insurance with lowdeductible options * Companypaid life insurance and short and longterm disability coverage * Flexible Spending Accounts (medical & dependent care) * Tuition reimbursement and student loan repayment assistance * 401(k) with up to 4% company match plus additional 4% profitsharing * Employee Assistance Program (EAP) * No credit check required Job Type & LocationThis is a Permanent position based out of Toledo, OH. Pay and BenefitsThe pay range for this position is $38950.00 - $45760.00/yr. The Perks of Being Part of CCF: When you join CCF you're not just taking a job-you're joining a community. From milestone anniversaries to our legendary chili cook-off, we believe in recognizing achievements and building connections through fun, shared experiences. We offer a comprehensive benefits package designed to support the well-being of our employees: Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives. Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year. Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement. Health Insurance Coverage: Multiple low-deductible medical plan options, as well as dental and vision coverage. Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage. Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs. Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career. Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution. Employee Assistance Program (EAP): Confidential support services for personal and professional challenges Workplace TypeThis is a fully onsite position in Toledo,OH. Application DeadlineThis position is anticipated to close on Apr 17, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.