How to hire a senior member service representative

How to hire a senior member service representative, step by step

Here's a step-by-step senior member service representative hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a senior member service representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new senior member service representative
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your senior member service representative job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a senior member service representative for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them a senior member service representative to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a senior member service representative that fits the bill.

   This list presents senior member service representative salaries for various positions.

   Type of Senior Member Service Representative	Description	Hourly rate
   Senior Member Service Representative	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$12-21
   Service Team Member	A service team member is responsible for coordinating closely with the rest of the team to execute a task accurately and efficiently, following the organization's protocols, and maintaining the highest customer satisfaction. Service team members work with various industries, usually employed in customer-facing industries, including financial, healthcare, and food sectors... Show more	$9-17
   Client Representative	Client Representatives are professionals who work on behalf of their clients. They coordinate with external parties with which their clients are involved... Show more	$13-28

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Bank Secrecy Act
   • Anti-Money Laundering
   • Loan Products
   • Consumer Loans
   • Security Procedures
   • Quality Customer Service
   • Financial Transactions
   • Loan Payments
   • ATM
   • Credit Reports
   • Medicaid
   • Inbound Calls
   • ACH
   • Medicare Advantage

   Check all skills

   Responsibilities:

   • Train and manage other MSR's and achieve significant improvements in their productivity
   • Manage IRA account openings, transactions while making sure tax reporting is handled correctly and require minimum distributions are fulfill.
   • Identify cross-sell opportunities; actively and aggressively promote products to achieve credit union target production expectations.
   • Process ACH transactions, loan applications, credit card payments, and conduct wire transfers.
   • Post undistribute payroll, ACH, ATM, share draft exceptions, and setup ACH distributions.
   • Function as a certify notary public.

3. Make a budget

   Including a salary range in your senior member service representative job description is one of the best ways to attract top talent. A senior member service representative can vary based on:

   • Location. For example, senior member service representatives' average salary in mississippi is 49% less than in district of columbia.
   • Seniority. Entry-level senior member service representatives 43% less than senior-level senior member service representatives.
   • Certifications. A senior member service representative with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a senior member service representative's salary.

   Average senior member service representative salary

   $16.34hourly

   $33,980 yearly

   ---

   Entry-level senior member service representative salary

   $25,000 yearly salary

   Updated December 17, 2025

4. Writing a senior member service representative job description

   A senior member service representative job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a senior member service representative job description:

   Senior member service representative job description example

   Job Details
   
   Job Location
   Braker Lane Branch - Austin, TX
   
   Salary Range
   $22.00 Hourly
   
   Senior Member Service Representative
   
   $500 Sign On Bonus
   
   We are looking for dynamic, extraordinary people with a passion to provide outstanding service and financial solutions to our members. If you enjoy working in the service industry, offering problem-solving solutions while building relationships that create long-lasting connections, this may be the job for you!
   
   At Velocity, were committed to upholding our mission of providing our community personalized service and unique value as their local banking alternative. We take pride in our work culture, exemplify our core values daily, and stand by the credit union philosophy of People Helping People to continue to drive our vision of making a positive impact on our members and their financial goals.
   
   You possess:
   

   • Minimum 1 year of financial institution experience supporting customers in person or over the phone.
   • Excellent verbal, written, and listening skills and proficiency in using common office applications and office equipment.
   • Passion for providing outstanding customer service and a positive attitude.
   • Effective time management skills including the ability to prioritize multiple responsibilities and organize work tasks.
   • Experience controlling negotiable instruments.
   • Ability to work in a fast-paced environment with high attention to detail.
   • Ownership of the customer experience through issue resolution.
   • Adaptable to a productive team environment where knowledge is shared and feedback and coaching are welcomed.
   • Flexibility to work branch hours including Saturdays.

   
   
   Your position summary:
   
   As our members first point of contact, you'll be the pleasant, professional, and friendly face of Velocity, providing exceptional service, resolving financial matters, and educating our members about products and services that will enhance their financial well-being.
   
   What's in it for you?
   
   This position offers competitive pay, great benefits including medical/dental/vision, 401(k) with matching, flexible spending accounts, a fun working environment and culture, generous paid time off, company-paid life insurance and disability, referral bonuses, paid holidays, discounted gym membership, tuition reimbursement, training and ongoing coaching, opportunities for career growth, employee reward and recognition system, employee and family events, and more!
   
   Velocity provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, genetics, sexual orientation, national origin, age disability, or status as a covered veteran in accordance with applicable federal, state and local laws.

   Copy this example

   

5. Post your job

   There are a few common ways to find senior member service representatives for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your senior member service representative job on Zippia to find and recruit senior member service representative candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit senior member service representatives, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new senior member service representative

   Once you've selected the best senior member service representative candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   Once that's done, you can draft an onboarding schedule for the new senior member service representative. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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