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Member service specialist skills for your resume and career

15 member service specialist skills for your resume and career
1. POS
POS is an abbreviation of "Point of Sale" which is the time and place where a customer completes a transaction. It can either be a physical shop that consists of POS terminals or a virtual shop. A POS system helps simplify the retail functions and track important sales data.
- Operate membership process: Sign up, set up, and handle paperwork; manage all POS inconveniences.
- Enter sales transactions (POS) for members and track product usage for Department Managers.
2. Account Maintenance
Account maintenance is a practice in accounting that ensures that all transactions and accounting records are per the general principles of accounting and applicable laws. The accounts should be maintained enough to permit the annual audit and clear the inspection of financial statements.
- Performed account maintenance and transactions as requested.
- Specialized in account maintenance involving opening/closing accounts, money markets, Certificates of deposit, IRAs, and various shares.
3. Quality Customer Service
- Delivered the highest quality customer service through proactively engaging all members and guests and building strong personal relationships.
- Provided high-quality customer service by identifying problems encountered by all members.
4. Sales Transactions
Sales transaction is defined as the completed agreement between two or more parties involved in selling and payment of goods or services in exchange for money. The steps or procedure done is called sales transaction, which may include negotiation or bargaining, settlement of agreement including the agreement on the price, discount, and payment method whether this will be on cash basis or installment. The buyer may inquire about the product or services during the sales transaction and making the necessary adjustment with the seller until they come up with a specific agreement.
- Performed fee payments, sales transactions, added member information into the local and national databases
5. Member Service
Member Sеrvісе іѕ rеѕроnѕіblе for assisting, receiving, and rеѕроndіng to іnԛuіrіеѕ, concerns, rеԛuеѕtѕ, аnd complaints from members аnd prospective members іn order tо undеrѕtаnd contractor policies аnd рrосеdurеѕ.
- Selected as a dedicated Generations Advantage Member Services Representative which deescalated complicated member issues and mentored new and temporary employees.
- Supervised Member Services Department, including three phone representatives, one enrollment specialist and one administrative assistant.
6. Member Retention
- Monitored and analyzed member retention programs and initiatives for future improvement.
- Conducted comprehensive member account reviews resulting in increased member retention.
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Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.
- Answered routine telephone calls and direct to appropriate person/department.
- Answered incoming phone calls and directed members to appropriate departments
8. Loan Applications
A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.
- Processed loan applications for lending approval; maintained accurate loan documentation for client accounts.
- Reviewed loan applications for completion and accuracy.
9. Loan Payments
- Received and processed checking and savings account transactions; mortgage, consumer and commercial loan payments; credit card transactions.
- Answered incoming calls to the Service 1st contact center, regarding loan payments, account transactions or other general questions.
10. Data Entry
Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.
- Completed data entry of requests and authorizations.
- Conducted data entry in a temporary capacity
11. Front Desk
- Assisted facility operations management with initial interviews for front desk staff.
- Front desk receptionist for licensed childcare facility.
12. Bank Secrecy Act
- Prepared the necessary forms for proper completion for the Bank Secrecy Actrequirement.
- Entrusted with managerial vault combination) Initiates and completes CTRs and SARs as required in accordance with the Bank Secrecy Act.
13. Credit Card
A type of card issued by banks and other financial institutions, that enable users to manage and borrow their finances is called a credit card. The funds borrowed from a financial institution through a credit card are meant to be paid back along with certain amounts of interest imposed by the bank.
- Facilitated payment reconciliation for web orders rejected for credit card processing issues.
- Assist all members with various transaction; deposits, withdrawals, transfers, member profiles and credit cards/ ATM debit processing.
14. Outbound Calls
An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.
- Make outbound calls to providers to confirm a HIPPA fax number prior to sending any forms to providers.
- Make outbound calls to members to verify they have received their order or update them on tracking information.
15. Financial Transactions
The type of agreement held between two parties (buyer and seller) regarding an exchange of funds for an asset, is termed as a financial transaction. The financial transaction is the exchange of products, services, cash or credit, information, and other things of value among two separate entities for a common goal.
- Processed payroll deposits, withdrawals, loan/mortgage payments and other requested financial transactions
- Researched and proposed answers to policy questions or questions about financial transactions.
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List of member service specialist skills to add to your resume

The most important skills for a member service specialist resume and required skills for a member service specialist to have include:
- POS
- Account Maintenance
- Quality Customer Service
- Sales Transactions
- Member Service
- Member Retention
- Phone Calls
- Loan Applications
- Loan Payments
- Data Entry
- Front Desk
- Bank Secrecy Act
- Credit Card
- Outbound Calls
- Financial Transactions
- Customer Satisfaction
- Cross-Selling
- Inbound Calls
- Address Changes
- Member Inquiries
- Health Insurance
- Member Relationships
- HIPAA
- Financial Products
- Member Accounts
- ATM
- Medicaid
- Customer Service
- Mobile Banking
- Notary
- Telephone Inquiries
- Debit Cards
- Wire Transfers
- Auto Loans
- Member Satisfaction
- Insurance Policies
- Customer Inquiries
- Product Knowledge
- Medical Claims
- Health Plan
- Member Issues
- Problem Resolution
- Anti-Money Laundering
- Telephone Calls
- ACH
- Iras
- DMV
- Consumer Loans
- Loan Products
- AAA
Updated January 8, 2025