Member Service Representative- Littleton, CO

Wings Credit Union • Littleton, CO

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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 conducts accurate, professional member transactions, builds member awareness of products and services, and regularly meets monthly sales standards. It also requires understanding and following credit union policies and procedures and applicable 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, sales, and accuracy while meeting service, performance, and safety standards.

Requirements

• High school diploma, GED, or equivalent.
• At least 6 months of customer service experience in financial services or retail delivery.
• Strong member-service focus and ability to offer appropriate cross-sell and upsell opportunities.
• Strong attention to detail and accuracy in transactions.
• Professional and courteous communication skills.
• Proficiency in basic math, including addition, subtraction, multiplication, and division.
• Ability to handle physical money accurately while interacting directly with members.
• Exposure to Microsoft Outlook and web-based transactional systems for completing 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 quality face-to-face member service, including basic monetary transactions, new member account creation, and account maintenance, with a focus on member retention and acquisition.
• Discover and meet member needs by achieving monthly sales standards through appropriate offers of deposit and lending products, credit and debit cards, investments, and business banking services.
• Complete required job training and comply with safety and service standards in the credit union’s policies and procedures, as well as applicable financial regulations, including BSA and CFPB requirements.
• Remain aware of and adhere to Wings policies, procedures, and regulations pertaining to the Bank Secrecy Act.

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 incentive plan
• 3% annual target bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED