Member Service Representative- Littleton, CO
About The Position
The Member Service Representative provides superior member service to drive satisfaction and retention and help members use the credit union’s products and services. The role handles accurate, professional member transactions and account services, builds member awareness of available products, and regularly meets monthly sales standards. It also requires compliance with credit union policies and procedures, safety and service standards, and applicable financial regulations, including the Bank Secrecy Act (BSA) and Consumer Financial Protection Bureau (CFPB) requirements. This position involves face-to-face member interactions, basic monetary transactions, new member account creation, and account maintenance. The representative identifies member needs and offers relevant deposit, lending, card, investment, and business banking products. Success requires strong service and communication, product knowledge, sales ability, accuracy, and attention to safety and regulatory standards.
Requirements
- High school diploma, GED, or equivalent.
- At least 6 months of customer service experience in financial services or retail delivery.
- Strong member-service skills and ability to offer appropriate cross-sell and upsell opportunities.
- Strong attention to detail and accuracy in transactions.
- Professional and courteous communication skills.
- Basic math proficiency, including addition, subtraction, multiplication, and division.
- Comfort handling physical money accurately while interacting directly with members.
- Exposure to Microsoft Outlook and web-based transactional systems for completing day-to-day member requests.
Nice To Haves
- At least 6 months of sales experience.
- Ability to use 10-Key by touch.
Responsibilities
- Provide accurate and professional face-to-face member service, including basic monetary transactions, new member account creation, and account maintenance.
- Support member retention and acquisition through service interactions.
- Discover and meet member needs by regularly achieving monthly sales standards through appropriate product offerings, including deposit and lending products, credit and debit cards, investments, and business banking.
- Complete required job training and comply with the credit union’s safety and service standards, policies, and procedures.
- Understand and comply with applicable financial regulations, including BSA and CFPB requirements.
- Remain aware of and adhere to Wings policies, procedures, and regulations related to the Bank Secrecy Act.
Benefits
- Generous 401(k) match
- 401(k) discretionary profit sharing
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Short-term and long-term disability
- Health Savings Account with company contribution
- Employee Assistance Program
- Paid vacation, sick time, floating holidays, and volunteer time off
- Paid holidays
- Tuition reimbursement
- Paid parental leave
- Monthly incentive plan
- 3% annual target bonus
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
