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Robert Half

Member Services Representative

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Member Services Representative

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Member Services Representative

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Member Services Representative

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    Robert Half

    Member Services Representative

    Robert Half Surrey, British Columbia

    Sales, Customer Service
    Reference : 05150-0013484634
    Posted 2 day(s) ago | Still Open
    Permanent Full time As soon as possible
    Robert Half

    Description

    Our client, a well-established and community-focused financial institution, is seeking an experienced Loan Officer / Member Services Representative to join their team. This is an excellent opportunity for a customer-focused banking professional who enjoys building relationships, providing financial solutions, and delivering exceptional member service.


    Key Responsibilities

    • Provide lending solutions including personal loans, mortgages, lines of credit, and other consumer lending products.
    • Interview members to understand their financial needs and recommend appropriate lending and banking solutions.
    • Review loan applications, analyze credit information, and prepare lending recommendations.
    • Support members with debt management, financial guidance, and loan servicing.
    • Promote and cross-sell a variety of financial products and services to meet member needs.
    • Open new accounts and process a variety of financial transactions accurately and efficiently.
    • Assist members with everyday banking inquiries while delivering an outstanding customer experience.
    • Prepare mortgage renewals, loan modifications, and related documentation.
    • Monitor delinquent accounts and work collaboratively with members to establish repayment solutions.
    • Maintain compliance with lending policies, regulatory requirements, and internal procedures.
    • Participate in branch initiatives that support business growth and member engagement.



    Qualifications

    • Previous experience in retail banking, lending, or financial services.
    • Strong knowledge of consumer lending products, mortgages, and deposit services.
    • Experience reviewing loan applications and assessing credit risk.
    • Excellent customer service, communication, and relationship-building skills.
    • Strong attention to detail with the ability to prioritize and manage multiple responsibilities.
    • Comfortable working in a fast-paced, team-oriented environment.
    • Proficiency using banking or financial management systems is considered an asset.
    • Mutual Funds License is considered an asset or willingness to obtain.

    What You Will Bring

    • Professional and approachable communication style.
    • Sound judgment and strong analytical skills.
    • Passion for helping clients achieve their financial goals.
    • Ability to build lasting relationships with members and colleagues.
    • High level of integrity, confidentiality, and professionalism.

    If you are looking to join a reputable organization that values exceptional service, professional development, and community involvement, we encourage you to apply. Please reference job number 05150-0013484634 in all correspondence.



    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.



    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.



    Questions? Call your local office at 1.888.490.4154. All applicants applying for Canadian job openings must be authorized to work in Canada.



    Only job postings for jobs located in Quebec appear in French.



    © 2025 Robert Half. By clicking “Apply,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.

    Robert Half

    Robert Half

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting,...

    Find more
    Robert Half

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