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This job expired on 28/08/2026. It no longer accepts applications.
Senior Member Services Representative
Wescom Financial · Berry Farm
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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Wescom Financial
Berry Farm