Senior Member Experience & Lending Specialist

Tapco-Credit-Union-1

Tacoma (WA)

On-site

USD 30,000 - 37,000

Full time

12 days ago
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Benefits offered by this job

Medical Insurance
Vision Insurance
Dental Insurance
401(k) Match
Paid Vacation

Job summary

TAPCO Credit Union in Tacoma, WA is seeking a Member Service Representative (MSR) or Senior MSR to deliver outstanding service and accurate transactions in a branch setting.

You will open complex accounts, process loan applications, cross-sell products, and mentor junior teammates while upholding TAPCO’s values and member experience standards.

Join a team focused on financial wellness, community impact, and competitive compensation with a comprehensive benefits package in a full-time, onsite role.

Qualifications

  • 1-3 years’ experience working in a financial institution
  • 1 year of cash handling experience
  • 1 year of customer service experience
  • New account and lending experience
  • Must be eligible for and able to maintain bondability as a condition of employment

Responsibilities

  • Greet members and handle all transaction needs accurately and efficiently
  • Build and retain member relationships and refer to other business lines
  • Refer members to additional product solutions
  • Balance cash drawer daily and resolve discrepancies
  • Support branch operations including drive-up, night drop, opening/closing responsibilities
  • Open and service complex accounts (consumer, business, CDs, IRAs, safe deposit boxes)
  • Process loan applications, guide applicants on terms, cross-sell GAP and protection plans
  • Mentor MSR team members and collaborate across teams

Skills

Customer service
Cash handling
New account opening
Lending experience
Bondability
Notary

Job description

TAPCO Credit Union in Tacoma, WA is seeking a Member Service Representative (MSR) or Senior MSR to deliver outstanding service and accurate transactions in a branch setting.

You will open complex accounts, process loan applications, cross-sell products, and mentor junior teammates while upholding TAPCO’s values and member experience standards.

Join a team focused on financial wellness, community impact, and competitive compensation with a comprehensive benefits package in a full-time, onsite role.

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