Member Service Representative - Castle Rock, CO
About The Position
The Member Service Representative provides personalized financial solutions, trusted guidance, and exceptional service in member-facing interactions. The role builds lasting member relationships and helps members make the most of their membership by processing transactions, opening and maintaining accounts, explaining products and services, and identifying needs across deposits, lending, cards, investments, and business banking. The representative contributes to individual and team sales goals while maintaining operational excellence and compliance with Wings policies, procedures, and financial regulations, including BSA and CFPB requirements. The position requires two weeks of mandatory paid training at Wings headquarters in Colorado Springs, CO, or the Northern Operations Center in Westminster, CO. The service center assignment is determined upon hire, and the location will vary within the Castle Rock area.
Requirements
- High school diploma, GED, or equivalent.
- At least 6 months of customer service experience in financial services or retail delivery.
- Strong attention to detail and accuracy when handling transactions.
- Professional and courteous communication skills.
- Basic math proficiency, including addition, subtraction, multiplication, and division.
- Ability to handle physical money accurately while working directly with members.
- Exposure to Microsoft Outlook and web-based transactional systems.
Nice To Haves
- At least 6 months of sales experience.
- Ability to use 10-Key by touch.
Responsibilities
- Deliver professional, accurate, relationship-focused in-person service, including monetary transactions, account opening, and account maintenance.
- Build member relationships by identifying financial needs and recommending appropriate products and services.
- Achieve monthly sales and performance goals through needs-based conversations and knowledge of deposits, loans, credit and debit cards, investments, and business banking services.
- Support member retention and acquisition by providing guidance, resolving concerns, and offering personalized financial solutions.
- Maintain knowledge of Wings products, services, policies, and procedures through ongoing training and professional development.
- Comply with regulatory requirements, operational procedures, and security standards, including BSA and CFPB regulations.
- Process and balance transactions accurately, with attention to quality, detail, and risk management.
- Contribute to a collaborative team culture focused on service excellence, continuous learning, and community involvement.
Benefits
- Generous 401(k) match
- 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 leave, floating holidays, and volunteer time off
- Paid holidays
- Tuition reimbursement
- Paid parental leave
- Monthly incentives
- 3% annual target bonus
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
