Member Service Representative Job Listing at Kelly Services in Appleton, WI (Job ID US3548517_BH9774660)

Description

Full job description
We are looking for a dedicated and detail-oriented Member Experience Specialist to join our team! This role is essential in providing exceptional service to our members while specializing in Health Savings Accounts (HSAs) and Individual Retirement Accounts (IRAs).

What You'll Do:

• Assist members with daily banking transactions in the lobby, drive-up, and over the phone.
• Serve as the go-to expert for HSAs and IRAs, including account opening, contributions, distributions, rollovers, account maintenance, and beneficiary management.
• Educate and promote bank products and services to enhance the member experience.
• Open and close personal savings and checking accounts when requested.
• Responsible for managing CDs (opening, renewing, closing, withdrawals, etc.).
• In collaboration with accounting, process wires in/out of EWSB.
• Maintain accuracy, compliance, and professionalism in all member interactions.

What We're Looking For:

• At least 1 year of experience in banking or financial institutions (required).
• Experience with Health Savings Accounts (HSAs) and IRAs (required).
• Strong attention to detail, problem-solving skills, and the ability to work both independently and as part of a team.
• A passion for learning, growing, and potentially leading a team in the future.
• Ability to quickly adapt to changing needs.

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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About Kelly

Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

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