Member Services Analyst

Required Skills & Experience

o Bachelor's Degree o Proficient in Microsoft Excel & Microsoft Powerpoint o Proficient with Tableau and/or other data visualization tools o Banking/Financial Services experience

Nice to Have Skills & Experience

o Prior sales/marketing or customer support experience o Experience with compliance, risk, or audit support o o o o

Job Description

Insight Global is seeking a Member Services Analyst to support our client on site in Pittsburgh. Our client is a financial services company and this role provides member support to institutions that leverage our client for funding and liquidity services. The Member Services Analyst will:  Answer member phone calls and assist with routine inquiries. Help resolve member issues and escalate more complex concerns, as needed.  Support beginning and end-of-day operational tasks. Follow organized process flows and procedures across multiple functions.  Assist with member events such as new member onboarding, mergers, acquisitions, and name changes.  Support the team with reporting and maintaining critical documentation.

 Manage special projects and initiatives including but not limited to:

o Document reviews o Procedure formatting and technical writing o Records management  Perform related internal and external research and data analysis, as requested.  Process applications and disbursements for down payment/closing cost assistance to first time homebuyers.

An ideal candidate will possess the following characteristics:

 Detail Oriented: pays close attention to operational nuances and follows through on tasks thoroughly  Organizational Skills: ability to learn and manage multiple priorities and multiple complex workflows  Strong Customer Service Skills: Communicate clearly and professionally throughout every interaction, consistently meeting established Service Level Agreements (SLAs)  Analytical Thinker: able to interpret data trends, troubleshoot issues, and evaluate incoming tasks and requests to understand priority levels  Reliable and Punctual: consistently shows up on time and can be counted on to meet daily responsibilities  Demonstrate strong communication, problem-solving and collaborative skills  Able to work autonomously with proper training and support