Member Experience Specialist

TAPCO Credit Union

Boynton Beach (FL)

On-site

USD 28,000 - 36,000

Full time

13 days ago

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Benefits offered by this job

Employer-paid health insurance
Employer-paid vision insurance
Employer-paid dental insurance
401(k) with match
Paid vacation and sick time
11 paid holidays + floating holiday
Life Insurance/AD&D
Disability insurance
Employee Assistance Program
Volunteer hours program
Bonus plan when goals are met

Job summary

TAPCO Credit Union in Tacoma, WA is seeking a proactive Member Service Representative to deliver exceptional member experiences at the Canyon Branch. You will handle transactions accurately, build trusted relationships, and promote additional credit union products and services.

Responsibilities include balancing cash, supporting branch operations, and ensuring compliance with applicable laws. This is a full-time, non-exempt position, with a comprehensive benefits package and opportunities for

Qualifications

  • 1 year of cash handling experience.
  • 1 year of customer service experience.
  • Must be eligible for and able to maintain bondability as a condition of employment.

Responsibilities

  • Create a welcoming and professional experience by greeting members warmly and assisting with all transaction needs in an accurate and efficient manner
  • Build and retain member relationships in person and through outbound calling by providing expert knowledge of credit union products and services through the execution of member engagement strategies and referrals to other business lines
  • Engage in meaningful conversations to identify opportunities to refer members to additional product solutions
  • Balance personal cash drawer daily and investigate and resolve discrepancies as needed
  • Support branch operations by performing drive-up functions, night drop processing, and holding opening/closing responsibilities as assigned
  • Demonstrates an understanding of and adheres to the requirements of all federal, state, and local laws, including those of the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC), as it specifically relates to the job functions
  • Collaborate effectively with team members, and across all organizational levels, contributing to a supportive and positive workplace culture
  • Foster meaningful relationships by actively engaging in branch promotions and community events, as assigned
  • Maintains up to date knowledge of and adheres to the requirements of all related policies, procedures, rules and regulations required for this position
  • Assumes responsibility for other duties as required or assigned

Skills

Cash handling
Customer service
Bondability
Financial institution experience

Job description

TAPCO Credit Union in Tacoma, WA is seeking a proactive Member Service Representative to deliver exceptional member experiences at the Canyon Branch. You will handle transactions accurately, build trusted relationships, and promote additional credit union products and services.

Responsibilities include balancing cash, supporting branch operations, and ensuring compliance with applicable laws. This is a full-time, non-exempt position, with a comprehensive benefits package and opportunities for

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