Member Service Representative - Broomfield, CO
About The Position
The Member Service Representative provides superior member service to drive member satisfaction and retention and help members make full use of the credit union’s products and services. The role conducts accurate, professional member transactions, builds awareness of available products and services, and makes timely referrals. It also requires compliance with credit union policies and procedures, safety standards, and financial regulations, including the Bank Secrecy Act (BSA) and Consumer Financial Protection Bureau (CFPB) requirements. The representative is expected to excel in service, communication, product knowledge, and accuracy while meeting service, performance, and safety standards. Duties include opening member accounts, maintaining account and card files, following basic Service Center Control Manual procedures, managing a cash drawer, and completing required job training.
Requirements
- High school diploma, GED, or equivalent.
- At least 6 months of customer service experience in financial services or retail delivery.
- Strong emphasis on member service and offering appropriate cross-sell and upsell opportunities.
- Strong attention to detail and transaction accuracy.
- Professional and courteous communication skills.
- Proficiency in basic arithmetic: addition, subtraction, multiplication, and division.
- Comfort handling 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 creating new member accounts and maintaining account and card files.
- Follow basic Service Center Control Manual procedures.
- Maintain strong 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 policies and 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.
Benefits
- Generous 401(k) match
- 401k 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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
