Member Service Representative- Erie, 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 handles accurate, professional member transactions, builds awareness of 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 the 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. The position provides face-to-face member assistance with basic monetary transactions, new account creation, and account maintenance. It identifies member needs and offers relevant deposit and lending products, credit and debit cards, investments, and business banking services. The role also requires completion of job training and ongoing adherence to the credit union’s policies, procedures, safety standards, and BSA-related requirements.
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 transaction 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 daily member requests.
Nice To Haves
- At least 6 months of sales experience.
- Ability to use 10-Key by touch.
Responsibilities
- Provide accurate and professional 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 product offerings, including deposit and lending products, credit and debit cards, investments, and business banking.
- Meet job training requirements and comply with credit union policies, procedures, safety and service standards, and applicable financial regulations, including BSA and CFPB requirements.
- Remain aware of and adhere to policies, procedures, and regulations pertaining to the Bank Secrecy Act.
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 time, 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
