Full-Time Member Service Representative - Peterson AFB, CO
About the Role
This position requires 2 weeks of mandatory paid training at our Ent/Wings headquarters in Colorado Springs, CO. The primary purpose of this role is to provide superior member service, driving member satisfaction and retention by helping members take full advantage of Wings' 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 Member Service Representative is 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).
Responsibilities
- Provide 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.
- Discover and meet member needs by regularly achieving monthly sales standards through product offerings in all areas, including but not limited to deposit and lending products, credit and debit cards, investments, and business banking.
- Meet job training requirements and comply with safety and service standards defined in the Credit Union's Policies and Procedures documents, as well as financial regulations such as BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau).
- Remain cognizant of and adhere to Wings policies, procedures, and regulations pertaining to the Bank Secrecy Act.
Qualifications
- High School Diploma/G.E.D. or equivalent.
- 6+ months of customer service experience in financial services or retail delivery (required).
- 6+ months of sales experience (preferred).
Skills
- Enthusiastic attitude regarding helping our community.
- Strong emphasis on member service and offering appropriate cross-sell/upsell opportunities.
- Strong attention to detail and accuracy in all transactions.
- Professional and courteous communication skills.
- Proficient in basic math (addition, subtraction, multiplication, and division).
- Comfortable handling physical money with a high level of accuracy.
- Exposure to Microsoft Outlook and web-based transactional systems.
- Able to use 10-key by touch (preferred).
Pay
The pay range for this position is $18.75 to $19.75 per hour (S10), plus incentives and a 3% annual target bonus. Final compensation will be determined by factors such as relevant work experience, skills, education, certifications, location, and internal pay equity.
Benefits
- Generous 401(k) match and discretionary profit sharing.
- Health, dental, and vision insurance.
- Life insurance and short-term/long-term disability.
- Health Savings Account with company contribution.
- Employee Assistance Program.
- Paid vacation, sick leave, floating holidays, and volunteer time off.
- Paid holidays.
- Tuition reimbursement.
- Paid parental leave.