Member Service Representative Castle Rock CO

Wings Credit Union; Castle Rock (CO); On-site; USD 57,032,640 - 62,129,760; Full time

Benefits offered by this job

401(k) match

Health insurance

Vision insurance

Life insurance

Disability insurance

Health savings account

Employee assistance program

Paid vacation

Paid holidays

Tuition reimbursement

Paid parental leave

Job summary

Wings Credit Union in Castle Rock, CO is seeking a Member Service Representative to deliver superior member service and drive satisfaction. You will handle face-to-face transactions, assist with new accounts and cross-sell products, while following BSA/CFPB guidelines and cash-handling procedures.

The role requires 6+ months in financial services or retail, strong attention to detail, and excellent communication. Competitive hourly pay plus incentives, with a comprehensive benefits package.

Qualifications

• 6+ months of customer service experience in financial services or retail.
• Strong attention to detail and accuracy in all transactions.
• Professional and courteous communication skills.
• Proficient in basic math.
• Comfortable handling physical money with high accuracy.
• Exposure to Microsoft Outlook and web-based transactional systems.
• Preference for 10-key by touch proficiency.

Responsibilities

• Provide quality member service through accurate, face-to-face member transactions including new member account creation and file/card maintenance.
• Maintain knowledge of products and regularly refer lending, investments, electronic banking, wealth management, and business banking offerings.
• Comply with credit union policies and financial regulations (BSA, CFPB).
• Meet job training requirements.
• Maintain a cash drawer per Cash Control Policy.
• Adhere to Bank Secrecy Act regulations.

Skills

Customer service

Attention to detail

Communication skills

Basic math

Cash handling

Face-to-face service

Outlook experience

Education

High School Diploma

Tools

Microsoft Outlook

Job description

Member Service Representative - Castle Rock, CO

Full‑time

Compensation: USD 19.95 - 21.72 per hour, plus incentives.

Position Overview

The primary purpose of this position is to provide superior member service; driving member satisfaction and retention by helping members take full advantage of Wings' 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, the Member Service Representative is responsible for understanding and complying with credit union policies and procedures, and financial regulations, including BSA and CFPB.

Essential Functions

• Provide quality member service through accurate and professional face‑to‑face member transactions, including new member account creation, account file and card file maintenance, and basic Service Center Control Manual procedures.
• Maintain a strong knowledge of products and services available to members and regularly provide referrals in lending, investments, electronic banking, wealth management, and business banking.
• Comply with safety and service standards defined in the Credit Union's Policies and Procedures documents, as well as financial regulations such as BSA and CFPB.
• Meet job training requirements.
• Maintain a cash drawer following procedures defined in the Credit Union's Cash Control Policy.
• Remain cognizant of and adhere to Ent policies and procedures and regulations pertaining to the Bank Secrecy Act.

Minimum Formal Qualifications

• High School Diploma, G.E.D., or equivalent.
• Required: 6+ months of customer service experience in financial services or retail delivery.

Technical or Specialized Knowledge/Skills

• Enthusiastic attitude toward serving the community.
• Strong emphasis on member service and appropriate cross‑sell/upsell opportunities.
• Strong attention to detail and accuracy in all transactions.
• Professional and courteous communication skills.
• Proficient in basic math.
• Comfortable handling physical money with high accuracy.
• Exposure to Microsoft Outlook and web‑based transactional systems.
• Preference for 10‑key by touch proficiency.

Certifications Required

• None.

Compensation

Pay range: USD 19.95 to 21.72 per hour, plus incentives. Final compensation will be determined by relevant work experience, skills, education, certifications, location, and internal pay equity.

Benefits

• Generous 401(k) match.
• 401(k) discretionary profit sharing.
• Health insurance.
• Vision insurance.
• Life insurance.
• Short‑term and long‑term disability.
• Health savings account with company contribution.
• Employee assistance program.
• Paid vacation, sick, floating holidays, and volunteer time off.
• Paid holidays.
• Tuition reimbursement.
• Paid parental leave.

Application Closing Date

We anticipate that this position will close on 07/15/2026. Please submit your application at your earliest convenience to be considered.

Equal Employment Opportunity

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
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)