drjobs Member Service Representative or Senior - Thornton CO

Member Service Representative or Senior - Thornton CO

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1 Vacancy
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Job Location drjobs

Thornton, CO - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

The primary purpose of this position is to provide superior member service; driving member satisfaction and retention by helping members take full advantage of Ents full range of products and services. This is accomplished through accurate and professional member transactions enhanced member awareness of existing products and services and regularly meeting monthly sales standard goals. Additionally responsible for understanding and complying with credit union policies and procedures as well as financial regulations including BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau). The Member Service Representative must excel in service quality communication product knowledge sales and accuracy while meeting all service performance and safety standards.

Essential Functions

The primary purpose of the Member Service Representative position is to provide superior member service; driving member satisfaction and retention by helping members take full advantage of Ents full range of products and services.  This is accomplished through accurate and professional member transactions enhanced member awareness of existing products and services and regularly meeting monthly sales standard goals. Additionally responsible for understanding and complying with credit union policies and procedures as well as financial regulations including BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau).

The Member Service Representative must excel in service quality communication product knowledge sales and accuracy while meeting all service performance and safety standards.

The primary purpose of the Member Service Representative Senior position is to provide superior member service; driving member satisfaction and retention by helping members take full advantage of Ents full range of products and services.  This is accomplished through accurate and professional member transactions enhanced member awareness of existing products and services and consistently meeting monthly sales standard goals. Additionally responsible for understanding and complying with credit union policies and procedures and financial regulations including BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau).

The Sr. Member Service Representative must excel in service problem resolution quality communication product knowledge sales and accuracy while meeting all service performance and safety standards.


Essential Functions at the Member Service Representative level:

  • Providing quality member service through accurate and professional facetoface member interactions including basic monetary transactions new member account creation and account maintenance with a focus on member retention and acquisition.
  • Accountable for discovering and meeting member needs by regularly achieving monthly sales standards through product offering in all areas including but not limited to deposit and lending products credit and debit cards investments and business banking.
  • Responsible for meeting job training requirements and complying with safety and service standards defined in the Credit Unions Policies and Procedures documents as well as financial regulations to include but not limited to BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau).

Essential Functions at the Member Service Representative Senior level:

  • Providing quality member service through accurate and professional face to face member transactions to include new member account creation account file and card file maintenance and basic Service Center Control Manual procedures.
  • Accountable for discovering and meeting member needs by consistently achieving monthly sales standards through product offering in all areas including but not limited to deposit and lending products credit and debit cards investments and business banking. Further meeting needs through specialty training such as lending business banking and business development. 

  • Responsible for meeting job training requirements and complying with safety and service standards defined in the Credit Unions Policies and Procedures documents and financial regulations including but not limited to BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau).


Qualifications :

Minimum Formal Qualifications 

Member Service Representative:

  • High School Diploma/G.E.D. or Equivalent.
  • 6 months of Customer Service experience in Financial Services or Retail Delivery. Required.
  • 6 months Sales experience. preferred.

Member Service Representative Senior:

  • High School Diploma/G.E.D. or Equivalent.
  • Member Relationship Customer Service New Account or equivalent training.
  • 1 year customer service experience in Financial Services or Retail Delivery to include:
  • 6 months financial Services. Required.
  • 6 months Sales. Preferred.


Each year of relevant work experience may be exchanged for a year in a relevant degree program or vice versa. For example a requirement of a bachelors degree in accounting and 2 years of account experience could be substituted for a high school diploma and 6 years of relevant accounting work experience or a masters degree in accounting and 0 years of work experience.


Technical or Specialized Knowledge/Skills:

  • Enthusiastic attitude regarding helping our community.
  • Strong emphasis on member service and offering appropriate crosssell / upsell opportunities to the member.
  • Strong attention to detail and accuracy of all transactions is of critical importance.
  • Professional and courteous communication skills are of critical importance.
  • Proficient in basic math (addition subtraction multiplication and division).
  • Comfortable handling physical money with a high level of accuracy with members directly.
  • Exposure to Microsoft Outlook and web based transactional systems to complete day to day member requests.
  • Able to use 10Key by touch is preferred.


Certifications Required:

  • None


Environmental Physical and Psychological Requirements

  • Standing Occasionally
  • Walking Occasionally
  • Sitting Frequently
  • Lifting Rarely 40 Lbs)
  • Carrying Rarely
  • Pushing Rarely
  • Pulling Rarely
  • Balancing Rarely
  • Stooping Rarely
  • Kneeling Rarely
  • Crouching Rarely
  • Crawling Rarely
  • Reaching Occasionally
  • Handling Occasionally
  • Grasping Occasionally
  • Feeling Occasionally
  • Talking Frequently
  • Hearing Frequently
  • Repetitive Motions Frequently
  • Eye/Hand/Foot Coordination Occasionally
  • Noises louder than normal speaking volume Occasionally
  • Temperature Changes Rarely
  • Atmospheric Conditions Rarely


Additional Information :

The hourly range for the following positions:

Member Service Representative  $19.91 $22.22 (S10.  

Member Service Representative Senior   $22.63  $25.58 (S11.

These positions are eligible for a monthly incentive plan.

These positions are eligible for a bilingual (Spanish) stipend.


Final compensation for this position will be determined by various factors such as relevant work experience specific skills and competencies education certifications and internal pay equity.

We anticipate this position to close on 04/23/2025. Please submit your application at your earliest convenience to be considered.

Benefits Summary Sheet

At Ent Credit Union we offer a comprehensive benefits package including:

 


Remote Work :

No


Employment Type :

Fulltime

Employment Type

Full-time

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