Member Service Representative- Erie, CO

Wings Credit Union • Broomfield, CO

1d

About The Position

The Member Service Representative provides superior member service to drive satisfaction and retention and help members make full use of the credit union’s products and services. The role handles member transactions accurately and professionally, builds awareness of available products and services, and regularly meets monthly sales standards. It also requires compliance with credit union policies and procedures, safety and service standards, and applicable financial regulations, including the Bank Secrecy Act (BSA) and Consumer Financial Protection Bureau (CFPB) requirements.

The position serves members face-to-face, supports account opening and maintenance, and identifies member needs to recommend appropriate deposit, lending, card, investment, and business banking products. Success requires strong communication, product knowledge, sales ability, accuracy, and attention to detail.

Requirements

• High school diploma, GED, or equivalent.
• At least 6 months of customer service experience in financial services or retail delivery.
• Strong member-service skills 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 with members directly.
• 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 by touch.

Responsibilities

• Provide accurate, professional face-to-face member service, including basic monetary transactions, new member account creation, and account maintenance.
• Support member retention and acquisition through service interactions.
• Discover and meet member needs by offering appropriate products and services and regularly achieving monthly sales standards.
• Offer products across deposit and lending, credit and debit cards, investments, and business banking.
• Meet job training requirements and comply with safety and service standards in credit union policies and procedures.
• Comply with applicable financial regulations, including BSA and CFPB requirements, and follow policies and procedures 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

What This Job Offers

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