Member Service Representative - Broomfield, CO
About The Position
The Member Service Representative provides superior member service to drive member satisfaction and retention by helping members use the credit union’s products and services. The role handles member transactions accurately and professionally, builds awareness of available products and services, and makes timely referrals. The representative must demonstrate service quality, clear communication, product knowledge, and accuracy while meeting service, performance, and safety standards. The position also requires compliance with credit union policies and procedures and applicable financial regulations, including the Bank Secrecy Act (BSA) and Consumer Financial Protection Bureau (CFPB) requirements. The role includes face-to-face member transactions, such as opening new member accounts and maintaining account and card files, along with basic Service Center Control Manual procedures. The representative maintains knowledge of the credit union’s offerings and refers members to appropriate services, including lending, investments, electronic banking, wealth management, and business banking. The position also involves required job training and managing a cash drawer according to the Cash Control Policy. The listed hourly pay range is $19.95–$21.72, plus incentives and an annual 3% target bonus. Final compensation depends on relevant experience, skills, education, certifications, location, and internal pay equity. The anticipated application closing date is November 16, 2026.
Requirements
- High school diploma, GED, or equivalent.
- At least 6 months of customer service experience in financial services or retail delivery.
- Enthusiastic attitude toward helping the community.
- 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 working directly with members.
- Exposure to Microsoft Outlook and web-based transactional systems for day-to-day member requests.
Nice To Haves
- At least 6 months of sales experience.
- Ability to use a 10-key keypad 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 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 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.
- Adhere to Ent 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
