Outreach Support Specialist

Overview

Make a real impact as an Outreach Support Specialist! Partnering with Aquent, you’ll be joining a leading financial institution dedicated to serving its members with exceptional service and innovative solutions. This role offers a unique opportunity to combine your member service expertise with administrative functions, playing a crucial part in welcoming new members and ensuring a seamless onboarding experience. You will be directly involved in processing applications, fulfilling requests, and guiding new members through the institution’s offerings, making a tangible difference in their financial journeys.
Outreach Support Specialist

As an Outreach Support Specialist, you will be a key player in enhancing the member experience. You will process new membership applications, handle service requests, and facilitate onboarding, ensuring a positive first impression for new members. Your analytical skills will be essential in resolving account discrepancies, while your commitment to member satisfaction will drive your daily interactions. This role offers a unique blend of member service and administrative tasks, allowing you to contribute to both the operational efficiency and member satisfaction of the organization. This is a remote position.

Responsibilities:

• Analyze, research, and resolve complex member account problems and discrepancies.
• Advise members on products, services, and access channels.
• Identify opportunities to cross-sell products and enhance product penetration.
• Perform complex banking functions.
• Provide exceptional phone support to members.
• Ensure compliance with relevant federal and other regulations.
• Process new membership applications and related procedures.
• Assist members with opening and closing accounts (excluding lending products).
• Maintain a high level of commitment to organizational success and member satisfaction.
• Work independently in a focused environment.
• Identify and report potential fraud and financial abuse.
• Maintain current knowledge of and comply with all applicable laws, regulations, and policies.
• Uphold strict confidentiality and security protocols.
• Perform ad hoc reviews and other duties as assigned.

Required Skills & Experience:

• Proven experience in member service or a related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in navigating banking systems and platforms.
• Knowledge of financial products, services, and regulations.
• Ability to work independently and manage multiple tasks.
• Strong attention to detail and accuracy.
• Commitment to providing exceptional member service.

Preferred Skills:

• Experience with new member onboarding processes.
• Knowledge of fraud detection and prevention.
• Proficiency in relevant software applications.

The target hiring compensation range for this role is $32.24 to $35.83 an hour. Compensation is based on several factors including, but not limited to education, relevant work experience, relevant certifications, and location.

About Aquent Talent:

Aquent Talent connects the best talent in marketing, creative, and design with the world’s biggest brands.

Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. We also offer free online training through Aquent Gymnasium. More information on our awesome benefits!

Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We’re about creating an inclusive environment — one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.