Member Service Representative - Windsor, CO
About The Position
The Member Service Representative provides superior member service to drive member satisfaction and retention and help members take advantage of the credit union’s products and services. The role handles accurate, professional member transactions, increases member awareness of available products and services, and makes timely referrals. The representative must comply with credit union policies and procedures and applicable financial regulations, including the Bank Secrecy Act (BSA) and Consumer Financial Protection Bureau (CFPB) requirements, while meeting service, performance, and safety standards. This position is based in Windsor, Colorado. Compensation is $19.95–$21.72 per hour, plus incentives and an annual 3% target bonus. Final compensation depends on factors including relevant experience, skills, education, certifications, location, and internal pay equity. The application closing date is anticipated to be October 26, 2026.
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 in transactions.
- Professional and courteous communication skills.
- Basic math proficiency, including addition, subtraction, multiplication, and division.
- Ability to handle physical money accurately while serving members.
- Exposure to Microsoft Outlook and web-based transactional systems for completing day-to-day member requests.
- Enthusiastic attitude about helping the community.
- Strong focus on member service and offering appropriate cross-sell and upsell opportunities.
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 transactions, including new member account creation and account and card file maintenance.
- Follow basic Service Center Control Manual procedures.
- Maintain knowledge of available products and services and provide appropriate referrals, including for lending, investments, electronic banking, wealth management, and business banking.
- Comply with credit union safety and service standards, policies and procedures, and applicable financial regulations, including BSA and CFPB requirements.
- Meet job training requirements.
- Maintain a cash drawer according to the credit union’s Cash Control Policy.
- Remain aware of and adhere to policies, procedures, and regulations pertaining 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 leave, floating holidays, and volunteer time off
- Paid holidays
- Tuition reimbursement
- Paid parental leave
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
