Member Support Specialist in Charlotte, NC
Posted 11/01/22


  • Dynamic and creative company located in Charlotte, NC and Headquartered in San Francisco
  • Dedicated to making financial progress possible for everyone.
  • National presence providing excellent service to over 60 million members
  • Vibrant work environment with a culture founded on collaboration and good energy


  • You'll have lots of opportunities to break new ground, discover and seek brand-new challenges, and make key decisions impacting a large engineering organization
  • Fun and optimistic atmosphere, combining all the perks of a tech company with a healthy work-life balance
  • Tons of opportunities to take on responsibility and ownership and have a meaningful impact.
  • You are encouraged to identify opportunities to scale the product, technology, and organization, and then launch them into action.
  • Having a healthy and happy team is their number one priority- family focused organization.
  • Free amenities, paid company trips and outings, competitive salary, and generous benefits.


  • Monitor and work SalesForce cases that are escalated by vendors or other team members.
  • Provide client support questions and research for consumers.
  • Recognize issues that could be widespread and not specific to the case you are currently working
  • Assist with training material creation
  • May train other agents on customer contact processes
  • May work with vendors to outline processes for member contact
  • Ensure a high level of customer service for all member contacts
  • High level of knowledge and expertise of all money products
  • Works with debit cards, ACH transactions as well as other ancillary products (bill pay, overdraft, etc.)
  • May perform QA functions to determine process gaps
  • Responsible for providing back up for other BPS processes such as: Returns, Overdraft monitoring, etc.
  • Remain current and adhere to all regulatory requirements and training.
  • Additional duties that may be assigned from time to time.


  • 1+ years of banking experience
  • Knowledge and understanding of financial institution operating policies and procedures
  • Understanding of federal banking regulations
  • Previous experience with Customer service and CRM
  • Ability to interpret and understand all policies and procedures
  • Great attention to details, and the ability to multitask







  • Employee Type: Contract
  • Location: Charlotte, NC
  • Category: Corporate Support
  • Date Posted: 11/01/22
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Apply Today!

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