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Senior Member Services Representative

Wescom Financial · Berry Farm

Senior 🇬🇧 English

Job description

About the role

The Senior Member Services Representative leads branch staff and supports branch management in delivering a high‑quality member experience for Wescom. This role combines operational oversight, staff training, and consultative service to deepen member relationships and drive branch performance.

Key responsibilities

  • Lead peers and branch staff, assisting management with daily operations and onboarding of new team members.
  • Provide training on policies, procedures, and complex transactions such as IRAs, trusts, and member disputes.
  • Champion new technology implementations and continuous process‑improvement initiatives.
  • Deliver consultative member service, assisting with memberships, loan accounts, share accounts, and home‑equity applications.
  • Assess branch processes, recommend enhancements, and streamline operations to support continuous improvement.
  • Ensure compliance with audit requirements through accurate documentation and data entry.
  • Engage members to deepen relationships and refer them to mortgage, wealth‑management, and insurance services.

Required profile

  • Demonstrated commitment to high member satisfaction and service standards.
  • Strong accountability and ability to handle member issues promptly.
  • Team‑oriented mindset that promotes collaboration and operational integrity.
  • Experience fostering a culture of financial discipline and process efficiency.
  • Ability to communicate effectively with staff and members about new initiatives.

Required skills

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    Published 2 months ago

    35 views · 0 interested

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    Wescom Financial

    Berry Farm