Member Experience Specialist - Financial Wellness

Tapco-Credit-Union-1

Tacoma (WA)

On-site

USD 28,000 - 36,000

Full time

13 days ago

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Benefits offered by this job

Employer-paid medical insurance
Employer-paid vision insurance
Employer-paid dental insurance
Flexible Spending Account
Health Savings Account
401(k) match
Life Insurance/AD&D
Paid vacation and sick time
11 paid holidays + 1 floating holiday
Disability (short- and long-term)
Employee Assistance Program
Volunteer hours
Bonus plan

Job summary

TAPCO Credit Union in Canyon Branch, Tacoma, WA, is hiring a full-time Member Service Representative to deliver exceptional service, handle daily transactions, and build member relationships in a branch setting. This on-site role emphasizes accuracy, compliance with banking rules, and proactive referrals to solutions.

The position supports community engagement and growth, with competitive hourly pay and a comprehensive benefits package. Notary is a plus but not required.

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 and assisting with all transaction needs accurately.
  • Build and retain member relationships in person and through outbound calling with product referrals.
  • Engage in conversations to identify opportunities to refer members to additional solutions.
  • Balance cash drawer daily and resolve discrepancies.
  • Support branch operations with drive-up functions, night drop processing, and opening/closing duties.
  • Adhere to BSA, OFAC, and related laws in job functions.
  • Collaborate with team and organization levels to foster a positive culture.
  • Engage in branch promotions and community events as assigned.
  • Maintain knowledge of policies and procedures and assist with other duties as required.
  • Carry out any additional duties as assigned.

Skills

Cash handling
Customer service
Bondability

Job description

TAPCO Credit Union in Canyon Branch, Tacoma, WA, is hiring a full-time Member Service Representative to deliver exceptional service, handle daily transactions, and build member relationships in a branch setting. This on-site role emphasizes accuracy, compliance with banking rules, and proactive referrals to solutions.

The position supports community engagement and growth, with competitive hourly pay and a comprehensive benefits package. Notary is a plus but not required.

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