Full-Time Member Service Representative or Senior - Woodland Park, CO

Ent Credit Union • Woodland Park, CO

249d • $18 - $23

About The Position

The primary purpose of the Member Service Representative position is to provide superior member service; driving member satisfaction and retention by helping members take full advantage of Ent's full range of products and services. This is accomplished through accurate and professional member transactions, enhanced member awareness of existing products and services, and regularly meeting monthly sales standard goals. Additionally responsible for understanding and complying with credit union policies and procedures, as well as financial regulations including BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau). The Member Service Representative must excel in service, quality communication, product knowledge, sales, and accuracy while meeting all service, performance, and safety standards.

Requirements

• High School Diploma/G.E.D. or Equivalent.
• 6+ months of Customer Service experience in Financial Services or Retail Delivery.
• 6+ months Sales experience (preferred).
• 1+ year customer service experience in Financial Services or Retail Delivery (for Senior position).
• 6+ months financial Services experience (for Senior position).

Nice To Haves

• Member Relationship, Customer Service New Account, or equivalent training.
• Enthusiastic attitude regarding helping our community.
• Strong emphasis on member service and offering appropriate cross-sell / upsell opportunities to the member.
• Strong attention to detail and accuracy of all transactions.
• Professional and courteous communication skills.
• Proficient in basic math (addition, subtraction, multiplication, and division).
• Comfortable handling physical money with a high level of accuracy.

Responsibilities

• Providing quality member service through accurate and professional face-to-face member interactions including basic monetary transactions, new member account creation, and account maintenance, with a focus on member retention and acquisition.
• Accountable for discovering and meeting member needs by regularly achieving monthly sales standards through product offering in all areas including, but not limited to deposit and lending products, credit and debit cards, investments, and business banking.
• Responsible for meeting job training requirements and complying with safety and service standards defined in the Credit Union's Policies and Procedures documents, as well as financial regulations to include, but not limited to, BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau).

Benefits

• Affordable insurance, 24/7 doctor access, and a nationwide provider network.
• 3% automatic contribution after three months, plus up to 6% matching for 401(k).
• 16 days of paid time off (PTO) plus 9 paid holidays during the first year.
• Paid time off to give back to the community.
• Up to $10,000 annually for higher education and assistance for certifications.
• Significant savings on home, car, and personal loans.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED