Member Service Representative - Broomfield, CO

Wings Credit Union•Broomfield, CO

About The Position

The Member Service Representative provides superior member service and supports member satisfaction and retention by helping members use the credit union’s products and services. The role handles member transactions accurately and professionally, increases awareness of available products and services, and makes timely referrals. The representative must demonstrate strong service, communication, product knowledge, and accuracy while meeting service, performance, and safety standards. The position also requires compliance with credit union policies, procedures, and applicable financial regulations, including the Bank Secrecy Act (BSA) and Consumer Financial Protection Bureau (CFPB) requirements. The role provides face-to-face service, supports account and card maintenance, maintains a cash drawer, completes required training, and follows established safety, service, and cash-control procedures. The pay range is $19.95 to $21.72 per hour, plus incentives and an annual 3% target bonus. The position is anticipated to close on November 16, 2026.

Requirements

  • High school diploma, GED, or equivalent.
  • At least 6 months of customer service experience in financial services or retail delivery.
  • Strong member-service orientation and ability to offer appropriate cross-sell and upsell opportunities.
  • Strong attention to transaction detail and accuracy.
  • Professional and courteous communication skills.
  • Proficiency in basic math, including addition, subtraction, multiplication, and division.
  • Ability to handle physical money accurately while serving 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.
  • Enthusiasm for helping the community.

Responsibilities

  • Provide accurate and professional face-to-face member transactions, including new member account creation and account and card file maintenance.
  • Complete basic Service Center Control Manual procedures.
  • Maintain knowledge of available products and services and make appropriate referrals, including for lending, investments, electronic banking, wealth management, and business banking.
  • Comply with the credit union’s policies, procedures, safety and service standards, and applicable financial regulations, including BSA and CFPB requirements.
  • Meet job training requirements.
  • Maintain a cash drawer in accordance with the credit union’s Cash Control Policy.
  • Remain cognizant of and adhere to policies, procedures, and regulations pertaining to the Bank Secrecy Act.

Benefits

  • 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
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