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Member Service Representative or Senior - Loveland, CO
Member Service Representative or Senior - Loveland, COEnt Credit Union • Loveland, CO, US
Member Service Representative or Senior - Loveland, CO

Member Service Representative or Senior - Loveland, CO

Ent Credit Union • Loveland, CO, US
6 days ago
Job type
  • Full-time
Job description

Member Service Representative Or Senior - Loveland, CO

Ent Credit Union exists to improve the financial quality of life of the people we serve. This mission drives us every day, but we are more than our mission. We're also individuals using our unique abilities to make our organization, and the communities we serve, better than they were yesterday. We're a not-for-profit that puts people above profits and actively invests in our community. Our rapidly growing team is expanding our reach to serve more people throughout Colorado. To spread our mission far and wide, we need people like you. 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.

Job Description

The primary purpose of the Member Service Representative 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.

The primary purpose of the Member Service Representative Senior 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 consistently meeting monthly sales standard goals. Additionally responsible for understanding and complying with credit union policies and procedures and financial regulations including BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau).

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

Qualifications

Member Service Representative :

  • High School Diploma / G.E.D. or Equivalent.
  • Required : 6+ months of Customer Service experience in Financial Services or Retail Delivery.
  • Preferred : 6+ months Sales experience.

Member Service Representative Senior :

  • High School Diploma / G.E.D. or Equivalent.
  • Required : 1+ year customer service experience in Financial Services or Retail Delivery, to include : 6+ months financial Services.
  • Preferred : 6+ months Sales.
  • Preferred : Member Relationship, Customer Service New Account, or equivalent training.
  • 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.
  • Certifications Required :

  • None
  • Environmental, Physical and Psychological Requirements :

  • Standing - Occasionally
  • Walking - Occasionally
  • Sitting - Frequently
  • Lifting - Rarely (40 Lbs)
  • Carrying - Rarely
  • Pushing - Rarely
  • Pulling - Rarely
  • Balancing - Rarely
  • Stooping - Rarely
  • Kneeling - Rarely
  • Crouching - Rarely
  • Crawling - Rarely
  • Reaching - Occasionally
  • Handling - Occasionally
  • Grasping - Occasionally
  • Feeling - Occasionally
  • Talking - Frequently
  • Hearing - Frequently
  • Repetitive Motions - Frequently
  • Eye / Hand / Foot Coordination - Occasionally
  • Noises louder than normal speaking volume - Occasionally
  • Temperature Changes - Rarely
  • Atmospheric Conditions - Rarely
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    Member Service Representative • Loveland, CO, US

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