Member Service Representative - Castle Rock, CO

Wings Credit Union

Castle Rock (CO)

On-site

USD 27,000 - 30,000

Full time

2 days ago

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Benefits offered by this job

Health Insurance

Vision Insurance

Life Insurance

Short/Long Term Disability

401(k) match

Paid Vacation & Holidays

Tuition Reimbursement

Job summary

Wings Credit Union in Castle Rock, CO is seeking a friendly Member Service Representative to process transactions, open and maintain accounts, and educate members on products and services. You will balance cash, handle deposits and withdrawals, and provide personal financial guidance to deepen member relationships.

This full-time role emphasizes accuracy, compliance, and exceptional service in a fast-paced environment, with opportunities to contribute to sales goals and team success.

Qualifications

High School Diploma/G.E.D. or equivalent.
6+ months Customer Service experience in financial services or retail required.

Responsibilities

Deliver exceptional member experience through accurate, professional in-person interactions and transactions.
Identify member needs and recommend appropriate deposits, loans, cards, and other services.
Meet monthly sales and performance goals through needs-based conversations and product knowledge across banking services.
Maintain compliance with BSA/CFPB regulations and internal procedures.
Balance and process transactions accurately while upholding quality and risk-management.

Skills

Customer service mindset

Cross-sell opportunities

Attention to detail

Accurate cash handling

Professional communication

Mathematical proficiency

Outlook proficiency

10-Key by touch

Education

High School Diploma/G.E.D.

Tools

Microsoft Outlook

10-Key by touch

Cash handling systems

Online banking platforms

Job description

Member Service Representative - Castle Rock, CO

Full-time
Compensation: USD 19.95 - USD 21.72 - hourly

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 .

This position requires 2 weeks of mandatory paid training at our Wings headquarters in Colorado Springs, CO or our Northern Operations Center in Westminster, CO. Service Center assignment will be determined upon hire and location will vary within the Castle Rock Area.

Are you passionate about helping people achieve their financial goals while delivering an exceptional service experience? At Wings, our Member Service Representatives play a vital role in building lasting relationships with members by providing personalized solutions, trusted financial guidance, and outstanding service during every interaction.

In this highly visible, member-facing role, you will serve as both a service expert and financial advocate, helping members maximize the value of their membership through Wings' full suite of products and services. Success in this position comes from creating meaningful connections, understanding member needs, and confidently recommending solutions that improve financial well‑being while contributing to individual and team sales goals.

You will process transactions accurately, assist with account opening and maintenance, educate members on products and services, and identify opportunities to deepen relationships through deposits, lending, cards, investments, and business banking solutions. The ideal candidate thrives in a fast‑paced environment, enjoys meeting performance goals, and is motivated by helping members find the right financial solutions.

In addition, this position is responsible for adhering to all Wings policies and procedures, maintaining operational excellence, and ensuring compliance with financial regulations, including the Bank Secrecy Act (BSA) and Consumer Financial Protection Bureau (CFPB) requirements.

Essential Functions

Deliver an exceptional member experience through professional, accurate, and relationship-focused in-person interactions, including monetary transactions, account opening, and account maintenance activities.
Build strong member relationships by proactively identifying financial needs and recommending appropriate products and services that enhance member value and financial success.
Consistently achieve monthly sales and performance goals through effective needs-based conversations and product knowledge across deposits, loans, credit and debit cards, investments, and business banking services.
Promote member retention and acquisition by providing trusted guidance, resolving concerns, and delivering personalized financial solutions.
Maintain a thorough understanding of Wings products, services, policies, and procedures while participating in ongoing training and professional development opportunities.
Ensure compliance with all regulatory requirements, operational procedures, and security standards, including BSA and CFPB regulations.
Accurately balance and process transactions while maintaining a strong commitment to quality, attention to detail, and risk management.
Contribute to a positive team culture focused on collaboration, service excellence, continuous learning, and community involvement.

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

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.

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