Member Service Representative - Castle Rock, CO

About the role

This position requires 2 weeks of mandatory paid training at our Wings headquarters in Colorado Springs, CO. Required availability is Monday through Friday 8:00 am to 6:00 pm (shift will vary within these hours) and Saturdays from 8:30 am to 12:30 pm.

Responsibilities

• Provide superior member service; driving member satisfaction and retention by helping members take full advantage of Wings' full range of products and services.
• Accurately and professionally handle member transactions, enhance member awareness of existing products and services, and timely refer members to such products and services in areas including, but not limited to, lending, investments, electronic banking, wealth management, and business banking.
• Comply with safety and service standards defined in the Credit Union's Policies and Procedures documents, as well as financial regulations to include, but not limited to, BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau).
• Maintain a cash drawer following procedures defined in the Credit Union's Cash Control Policy.
• Remain cognizant of and adhere to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Requirements

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

Qualifications

• 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

Benefits

• Generous 401(k) match
• Discretionary Profit Sharing
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short Term and Long Term Disability
• Health Savings Account with company contribution
• Employee Assistance Program
• Paid Vacation, Sick, Floating Holidays and Volunteer Time Off
• Paid Holidays
• Tuition Reimbursement
• Paid Parental Leave

Pay

The pay range for this position is: $19.95 to $21.72 per hour (S10), plus incentives, and 3% annual target bonus. Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, location and internal pay equity.

Schedule

Final schedule will be determined by the hiring manager.