Member Service Representative or Senior - Loveland, CO

Overview

Ent Credit Union exists to improve the financial quality of life of the people we serve. This mission drives us every day. We are a not-for-profit that puts people above profits and invest in our community. Our rapidly growing team is expanding our reach to serve more people throughout Colorado. If you're interested in a paycheck with a purpose, apply with us today. Our people make the difference, and we truly believe you are our greatest asset.

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, the role requires 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

Member Service Representative – 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.

Member Service Representative Senior – The primary purpose of the Senior role 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 consistently meeting monthly sales standard goals. This role requires understanding and complying with credit union policies and procedures and financial regulations including BSA and CFPB.

The Senior Member Service Representative must excel in service, problem resolution, quality communication, product knowledge, sales, and accuracy while meeting all service, performance, and safety standards.

Responsibilities Summary by Level

• Essential Functions at the Member Service Representative level :
• 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 including BSA and CFPB.
• Essential Functions at the Member Service Representative Senior level :
• 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 discovering and meeting member needs by consistently 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. Further meeting needs through specialty training, such as lending, business banking, and business development.
• Responsible for meeting job training requirements and complying with safety and service standards defined in the Credit Union's Policies and Procedures documents and financial regulations including, but not limited to, BSA and CFPB.

Qualifications

Member Service Representative :

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

Member Service Representative Senior :

1+ year customer service experience in Financial Services or Retail Delivery, to include :

The following is provided as guidance on experience substitution : Each year of relevant work experience may be exchanged for a year in a relevant degree program or vice versa . For example, a bachelor's degree in accounting with 2+ years of account experience could substitute for a high school diploma and 6 years of accounting work experience or a master's degree with 0 years of work experience.

Technical or Specialized Knowledge / Skills

Certifications

Environmental, Physical and Psychological Requirements

Additional Information

Final compensation will be determined by factors such as relevant work experience, education, certifications, and internal pay equity.

We anticipate this position to close on 11 / 2 / 2025. Please submit your application at your earliest convenience to be considered.

Benefits Summary Sheet

For more information about our outstanding benefits please visit our careers page at www.ent.com / careers.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities.

The contractor will not discharge or discriminate against employees or applicants who have inquired about pay or disclosed pay information; 41 CFR 60-1.35(c).

J-18808-Ljbffr