Member Services Analyst

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

Skills and Requirements

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

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].