Member Service Representative or Senior - Highlands Ranch, CO (Finance)
Company Description
Ent Credit Union exists to improve the financial quality of life of the people we serve. This mission drives us every day, but we are more than our mission. We're also individuals using our unique abilities to make our organization, and the communities we serve, better than they were yesterday. We're a not-for-profit that puts people above profits and actively invests in our community. Our rapidly growing team is expanding our reach to serve more people throughout Colorado. To spread our mission far and wide, we need people like you. If you're interested in a paycheck with a purpose, apply with us today. Our people make the difference, and we truly believe you are our greatest asset.
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 Ent's full range of products and services. This is accomplished through accurate and professional member transactions, enhanced member awareness of existing products and services, and timely product or service referrals. Additionally responsible to understand and comply with credit union policies and procedures, as well as financial regulations to include BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau). The Member Service Representative must excel in service, quality communication, product knowledge, and accuracy while meeting all service, performance and safety standards.
Essential Functions
- 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 meeting member needs through maintaining a strong knowledge of products and services available to members, regularly providing referrals to such products and services in all areas including, but not limited to lending, investments, electronic banking, wealth management, and business banking.
- Responsible for complying with safety and service standards defined in the Credit Union's 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).
- Responsible for meeting job training requirements.
- Responsible for maintaining a cash drawer following procedures defined in the Credit Union's Cash Control Policy.
- Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Qualifications
Minimum Formal Qualifications for this Position
- Member Service Representative:
- High School Diploma/G.E.D. or Equivalent.
- 6+ months of customer service and cash handling experience required.
- 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+ years' customer service, sales, or other related experience required
- 1+ years' financial institution experience is required.
- 6+ months of cash handling required.
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 bachelor's 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 master's 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 cross-sell / 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 10-Key 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 - $21.99 (S10).
-Member Service Representative Senior - $21.16 - $25.83 (S11).
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.
This position is eligible for an incentive plan.
This position is eligible for a bilingual (Spanish) stipend.
We anticipate this position to close on 11/19/2024. Please submit your application at your earliest convenience to be considered.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Benefits Summary Sheet - 2024
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
