Member Service Representative - Castle Rock, CO

Wings Credit Union

Castle Rock (CO)

In loco

USD 28.000 - 30.000

Tempo pieno

10 ore fa

Candidati tra i primi

Generatore di candidature

Trasforma questo annuncio in un colloquio — un curriculum e una lettera di presentazione creati in base a ciò questo datore di lavoro sta cercando.

Supera i filtri ATS

Vantaggi offerti da questo lavoro

401(k) match

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account with company "+

Employee Assistance Program

Paid Vacation, Sick, Holidays, and VTO

Paid Holidays

Tuition Reimbursement

Paid Parental Leave

Descrizione del lavoro

Wings Credit Union seeks a Member Service Representative to deliver superior service, process member transactions, and promote products to meet member needs. Training is 2 weeks at Wings headquarters in Colorado Springs, with office hours Monday–Friday 8:45 am–5:45 pm and Saturdays 8:15 am–12:15 pm.

Responsibilities include maintaining transaction accuracy, new member onboarding, and cross-sell opportunities while complying with BSA and CFPB regulations.

Competenze

High School diploma or GED required.
Minimum 6 months customer service in financial services or retail.
Minimum 6 months sales experience preferred.

Mansioni

Provide quality member service through face-to-face transactions and account maintenance.
Maintain knowledge of products and services; make referrals to lending, investments, and other services.
Adhere to safety, service standards, and financial regulations including BSA and CFPB.
Meet training requirements and maintain accurate cash handling per policies.
Ensure accurate processing of transactions and cash drawer reconciliation.

Conoscenze

Customer service

Sales experience

Attention to detail

Professional communication

Basic math

Money handling

Outlook experience

Ten-key by touch

Formazione

High School Diploma/G.E.D.

Strumenti

Microsoft Outlook

Online banking systems

Cash register systems

Descrizione del lavoro

Ent Credit Union and Wings Credit Union joined forces in January 2026. This merger means more opportunities, expanded resources, and a shared commitment to delivering exceptional member service. Together, we become more - empowering members, communities, and teams through a bold, unified future. Both organizations bring a strong legacy of member satisfaction, operational excellence, financial stability, and community impact. Recognized locally and nationally as best-in-class financial institutions and employers of choice, each is known for its commitment to financial well-being and philanthropic leadership. Join us during this transformative time and be part of shaping the future of banking! To learn more about the merger, click here.

Job Description

This position requires 2 weeks of mandatory paid training at our Wings headquarters in Colorado Springs, CO.

Required availability for this position is Monday through Friday 8:45 am to 5:45 pm and Saturdays from 8:15 am to 12:15 pm.

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 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.

Minimum Formal Qualifications for this Position

High School Diploma/G.E.D. or Equivalent.
6+ months Customer Service experience in Financial Services or Retail Delivery, required
6+ months Sales experience, preferred

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

Additional Information

The pay range for this position is: $19.95 to $21.72 per hour (S10), plus monthly incentives, and 3% annual target bonus.

Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, location and internal pay equity.

BENEFITS: