Member Service Representative Denver CO Lodo

Wings Credit Union

Denver (CO)

On-site

USD 28,000 - 30,000

Full time

13 days ago

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Benefits offered by this job

Health Insurance
Dental Insurance
Vision Insurance
401(k) match
Paid Vacation

Job summary

Wings Credit Union seeks a Member Service Representative to deliver superior member service and drive satisfaction and retention by helping members utilize the full range of Wings products and services. The role focuses on accurate transactions, product knowledge, and consistently meeting sales targets.

You will meet monthly sales goals, comply with BSA and CFPB regulations, and maintain high standards of service, accuracy, and professionalism in all member interactions.

Qualifications

  • Strong emphasis on member service and cross-sell/upsell opportunities.
  • Strong attention to detail and accuracy of all transactions.
  • Professional and courteous communication skills.
  • Proficient in basic math (addition, subtraction, multiplication, division).
  • Comfortable handling physical money with a high level of accuracy.
  • Exposure to Outlook and web-based transactional systems.
  • Able to use 10-Key by touch is preferred.

Responsibilities

  • Providing quality member service through accurate transactions and account maintenance.
  • Meeting monthly sales standards through product offering across deposit, lending, cards, investments, and business banking.
  • Adhering to safety, service standards, and regulatory requirements (BSA/CFPB).
  • Maintaining accuracy and compliance with policies and procedures.

Skills

Customer service
Sales experience
Attention to detail
Communication skills
Math skills
Money handling

Education

High School Diploma/G.E.D.

Tools

Outlook
Web-based systems
10-Key by touch

Job description

Job Description

The primary purpose of this position is to provide superior member service; driving member satisfaction and retention by helping members take full advantage of Ent's full range of products and services. This is accomplished through accurate and professional member transactions, enhanced member awareness of existing products and services, and regularly meeting monthly sales standard goals. Additionally responsible for understanding and complying with credit union policies and procedures, as well as financial regulations including BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau). The Member Service Representative must excel in service, quality communication, product knowledge, sales, and accuracy while meeting all service, performance, and safety standards.

Essential Functions
  • Providing quality member service through accurate and professional face-to-face member interactions including basic monetary transactions, new member account creation, and account maintenance, with a focus on member retention and acquisition.
  • Accountable for discovering and meeting member needs by regularly achieving monthly sales standards through product offering in all areas including, but not limited to deposit and lending products, credit and debit cards, investments, and business banking.
  • Responsible for meeting job training requirements and 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).
  • Bank Secrecy Act: Remains cognizant of and adheres to Wings policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Qualifications:

Qualifications

Minimum Formal Qualifications for this Position
  • High School Diploma/G.E.D. or Equivalent.
  • REQUIRED: 6+ months Customer Service experience in Financial Services or Retail Delivery.
  • PREFERRED : 6+ months Sales experience.
Technical or Specialized Knowledge/Skills:
  • 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.
Certifications Required:
  • None
Additional Information

The pay range for this position is: $19.95-$21.72 hourly

This position is eligible for a monthly incentive plan.

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:
  • Generous 401(k) match
  • 401k Discretionary Profit Sharing
  • Health Insurance
  • Dental 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

We anticipate this position to close on 8/18/2026.

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)

Compensation:

$20-$20

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