Senior Member Service Representative - Bonney Lake Branch
About The Position
TAPCO Credit Union is hiring a full-time, onsite Senior Member Service Representative at its Bonney Lake Branch. The role supports the member experience by building relationships, promoting financial wellness, and providing accurate and efficient service. Senior representatives handle complex account opening and servicing, process consumer loan applications, support escalated member concerns, and provide informal mentorship to other Member Service Representatives. The position also contributes to daily branch operations, community engagement, and a supportive workplace culture while following applicable laws, policies, and procedures.
Requirements
- 1–3 years of experience working in a financial institution.
- 1 year of cash handling experience.
- 1 year of customer service experience.
- New account and lending experience.
- Must be eligible for and able to maintain bondability as a condition of employment.
Nice To Haves
- Notary and/or NMLS license.
- Experience opening business accounts.
- Strong communication and interpersonal skills.
- Ability to navigate systems, policies, and procedures accurately.
- Demonstrated initiative in supporting members and team success.
Responsibilities
- Greet members warmly and provide professional, accurate, and efficient assistance with transactions.
- Build and retain member relationships in person and through outbound calls by explaining credit union products and services, applying member engagement strategies, and making referrals.
- Hold meaningful conversations to identify opportunities to refer members to additional product solutions.
- Balance a personal cash drawer daily and investigate and resolve discrepancies.
- Support branch operations by performing drive-up functions, processing night drops, and completing assigned opening and closing duties.
- Follow applicable federal, state, and local laws, including Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements related to the role.
- Collaborate with teammates and colleagues across organizational levels to support a positive workplace culture.
- Participate in branch promotions and community events as assigned.
- Maintain current knowledge of and comply with applicable policies, procedures, rules, and regulations.
- Open and service complex accounts, including consumer and business accounts, certificates of deposit, IRAs, and safe deposit boxes.
- Receive and process consumer loan applications; guide applicants, explain loan terms, and ensure applications are complete.
- Understand and cross-sell products such as GAP, warranty options, and payment protection plans.
- Act as a knowledgeable branch resource and assist with escalated or complex member concerns.
- Provide informal mentorship and support to Member Service Representative team members.
- Demonstrate leadership presence, reliability, and alignment with TAPCO's values and member experience expectations.
- Perform other duties as required or assigned.
Benefits
- 100% employer-paid medical, vision, prescription, and dental insurance option for full-time teammates.
- Employer-paid spouse coverage at 50% and dependent children coverage at 65%.
- Flexible Spending Account (FSA), Dependent Care FSA, and Health Savings Account (HSA).
- 401(k) plan with up to 7% match.
- 100% employer-paid life insurance and AD&D package.
- Paid vacation and sick time, 11 paid holidays, and 1 floating holiday.
- Optional short- and long-term disability.
- Employee Assistance Program.
- Up to 40 paid volunteer hours.
- Shared Bonus Plan when company goals are achieved.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
