Member Services & Banking Advisor

SmartRecruiters, Inc.; Denver (CO); On-site; USD 27,000 - 30,000; Full time

Benefits offered by this job

401(k) match

Health Insurance

Vision Insurance

Life Insurance

Paid Vacation

Job summary

Ent Credit Union and Wings Credit Union have merged, creating a unified member-focused financial services provider in Denver. The Member Service Representative delivers quality service, handles transactions accurately, and promotes products to meet monthly sales goals while adhering to BSA/CFPB guidelines.

The role emphasizes strong communication, attention to detail, and reliability in a fast-paced retail banking environment.

Qualifications

• Minimum 6+ months Customer Service experience in Financial Services or Retail Delivery.

Responsibilities

• Provide quality member service through accurate and professional face-to-face interactions including basic monetary transactions, new member account creation, and account maintenance.
• Meet monthly sales standards by offering products in deposits, lending, cards, investments, and business banking.
• Adhere to policies and financial regulations including BSA and CFPB.

Skills

Customer service

Cross-sell upsell

Attention to detail

Communication skills

Basic math

Money handling

Microsoft Outlook

10-Key by touch

Education

High School Diploma/G.E.D. or Equivalent

Tools

Microsoft Outlook

10-Key by touch

Job description

Ent Credit Union and Wings Credit Union have merged, creating a unified member-focused financial services provider in Denver. The Member Service Representative delivers quality service, handles transactions accurately, and promotes products to meet monthly sales goals while adhering to BSA/CFPB guidelines.

The role emphasizes strong communication, attention to detail, and reliability in a fast-paced retail banking environment.