Member Service & Banking Advisor

Wings Credit Union; Broomfield (CO); Vor Ort; USD 28.000 - 30.000; Vollzeit

Benefits dieser Stelle

Generous 401(k) match

Health Insurance

Paid Vacation

Paid Holidays

Tuition Reimbursement

Zusammenfassung

Ent Credit Union and Wings Credit Union are merging to form a broader, member-centric financial services organization. The role emphasizes delivering exceptional member service, accurate transactions, and proactive product knowledge to drive satisfaction and retention.

As a Member Service Representative, you will process transactions, open and maintain accounts, and meet monthly sales goals while complying with BSA, CFPB, and internal policies in a collaborative team setting.

Qualifikationen

• Minimum High School diploma or equivalent.
• 6+ months customer service experience in financial services or retail delivery.
• Strong emphasis on member service and cross-sell opportunities.

Aufgaben

• Provide superior member service through accurate, professional transactions.
• Meet monthly sales standards by offering products and services.
• Follow policies and procedures including BSA and CFPB regulations.
• Adhere to Bank Secrecy Act guidelines and Wings policies.

Kenntnisse

Customer Service

Face-to-face service

Sales opportunities

Communication

Attention to detail

Basic math

Cash handling

10-Key by touch

Microsoft Outlook

Ausbildung

High School Diploma/G.E.D.

Tools

Microsoft Outlook

Jobbeschreibung

Ent Credit Union and Wings Credit Union are merging to form a broader, member-centric financial services organization. The role emphasizes delivering exceptional member service, accurate transactions, and proactive product knowledge to drive satisfaction and retention.

As a Member Service Representative, you will process transactions, open and maintain accounts, and meet monthly sales goals while complying with BSA, CFPB, and internal policies in a collaborative team setting.