7 дней назад
Member Service Representative (Financial Services)
19 - 21$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Member Service Representative (Financial Services): Providing accurate face-to-face member transactions, account support, product referrals, and cash-drawer management with an accent on member service, transaction accuracy, and financial-regulation compliance. Focus on handling member accounts and cash, identifying relevant banking products, and following BSA and CFPB requirements.
Location: Highlands Ranch, Colorado, USA; onsite
Salary: $19.95–$21.72 per hour, plus incentives and an annual 3% target bonus.
Company
and Wings Credit Union joined forces in January 2026 to expand resources and continue providing member-focused financial services.
What you will do
- Provide accurate and professional face-to-face member transactions, including new account creation and account and card file maintenance.
- Maintain knowledge of financial products and services and make relevant referrals across lending, investments, electronic banking, wealth management, and business banking.
- Maintain a cash drawer in accordance with cash control procedures.
- Follow credit union policies, service and safety standards, BSA requirements, and CFPB regulations.
- Complete required job training and meet service and performance standards.
Requirements
- High school diploma, G.E.D., or equivalent.
- At least 6 months of customer service experience in financial services or retail delivery is required.
- Strong member-service, communication, attention-to-detail, and transaction-accuracy skills.
- Basic math skills and comfort handling physical money directly with members.
- Exposure to Microsoft Outlook and web-based transactional systems.
Nice to have
- At least 6 months of sales experience.
- Experience using 10-Key by touch.
Culture & Benefits
- 401(k) match and discretionary profit sharing.
- Health, dental, vision, life, short-term disability, and long-term disability insurance.
- Health Savings Account with company contribution and Employee Assistance Program.
- Paid vacation, sick leave, floating holidays, volunteer time off, and holidays.
- Tuition reimbursement and paid parental leave.
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