Member Service Representative-Thornton, CO
About The Position
The Member Service Representative provides superior member service to drive member satisfaction and retention, helping members take full advantage of the credit union’s products and services. The role conducts accurate and professional transactions, increases member awareness of available products and services, and regularly meets monthly sales standards. It also requires understanding and complying with credit union policies and procedures and applicable financial regulations, including the Bank Secrecy Act (BSA) and Consumer Financial Protection Bureau (CFPB) requirements. Success requires strong 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 focus on member service and appropriate cross-selling and upselling.
- Strong attention to transaction detail and accuracy.
- Professional and courteous communication skills.
- Basic math proficiency, 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 routine 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 through accurate, professional interactions, including basic monetary transactions, new member account creation, and account maintenance.
- Support member retention and acquisition.
- Discover and meet member needs, regularly achieving monthly sales standards by offering relevant 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 credit union 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
- 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
- Monthly incentive plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
