Jobs · Customer Service · Colorado

Member Service Representative - Loveland, CO

Wings Credit Union · Loveland, CO · 1 mo ago
On-siteCustomer Service$19.95–$21.72/hrFull-time
We need to output HTML fragment with sections: About the role? The posting includes description about merger, but we should not repeat job title. We need sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We have content: Job Description (purpose, essential functions). That could be "About the role" or "Responsibilities". We need to decide. We have "Essential Functions" list: providing quality member service, accountable for meeting member needs, responsible for complying, responsible for meeting job training, maintaining cash drawer, BSA compliance. Those are responsibilities/duties. We have "Qualifications": Minimum Formal Qualifications: HS diploma, required 6+ months Customer Service experience in Financial Services or Retail Delivery. Preferred: 6+ months Sales experience. Technical or Specialized Knowledge/Skills: enthusiastic attitude, strong emphasis on member service, cross-sell/upsell, attention to detail, professional communication, proficient in basic math, comfortable handling physical money, exposure to Microsoft Outlook and web based transactional systems, able to use 10-Key by touch preferred. Certifications Required: None. We have "Additional Information": pay range $19.95 to $21.72 per hour (S10), plus incentives. Benefits list: many items. Also anticipated close date 09/29/2026 (maybe not needed). We should include Pay and Benefits sections. Schedule: not mentioned. So omit Schedule. We also have merger intro paragraph: "Ent Credit Union and Wings Credit Union joined forces..." This is about the organization, could be "About the role" or maybe a separate "About the company". But only allowed headings list; we could put that under "About the role". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include About the role (maybe describing the role and company). We'll include that paragraph. We must not repeat job title as heading. No Job ID. We must remove boilerplate: EEO, legal, etc. Remove Equal Opportunity Employer paragraph, etc. Also remove "To learn more about the merger, click here." (maybe considered navigation? It's a link but we can drop). Also remove "We anticipate this position to close on 09/29/2026. Please submit your application..." (application instructions). Remove. We need to preserve all substantive information: merger intro, job description purpose, essential functions list, qualifications, technical skills, pay, benefits. We need to format lists with
  • . For prose use

    . We need to decide which content goes where. About the role: could include merger intro and purpose statement: "The primary purpose of this position 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." That's a prose. Responsibilities: essential functions list (maybe bullet). Could also include "Additionally responsible to understand and comply with credit union policies and procedures, as well as financial regulations to include BSA and CFPB." That's part of responsibilities. Requirements: maybe combine required experience? But we have Qualifications section for formal qualifications and experience. Could treat "Requirements" as required qualifications (HS diploma, 6+ months customer service). But we also have "Qualifications" heading allowed. Might be redundant. The instruction says prefer a few substantive sections over many thin ones. So we could combine Requirements and Qualifications into one "Qualifications" section. But we have both headings allowed; we need to decide. We have "Minimum Formal Qualifications", "REQUIRED: 6+ months Customer Service experience", "PREFERRED: 6+ months Sales experience". Also technical skills. That's qualifications. We could have sections: About the role, Responsibilities, Qualifications, Benefits, Pay. We need to include Skills? Could embed technical skills within Qualifications. But we could also have a Skills section for technical/specialized knowledge/skills. However to avoid thin sections, maybe combine. But we have "Technical or Specialized Knowledge/Skills:" list. That could be Skills section. Thus we could have: About the role, Responsibilities, Qualifications (education + experience), Skills (technical/specialized), Benefits, Pay. That's 6 sections. Check if any content missing: we also have "Certifications Required: None" - could be included in Qualifications or Skills as note. We must not include empty sections. Now format. We'll produce:

    About the role

    Ent Credit Union and Wings Credit Union joined forces in January 2026. This merger means more opportunities, expanded resources, and a shared commitment to delivering exceptional member service. Together, we become more - empowering members, communities, and teams through a bold, unified future. Both organizations bring a strong legacy of member satisfaction, operational excellence, financial stability, and community impact. Recognized locally and nationally as best-in-class financial institutions and employers of choice, each is known for its commitment to financial well-being and philanthropic leadership. Join us during this transformative time and be part of shaping the future of banking!

    The primary purpose of this position 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 timely product or service referrals.

    Responsibilities

    • Providing quality member service through accurate and professional face‑to‑face member transactions, including new member account creation, account file and card file maintenance, and basic Service Center Control Manual procedures.
    • Maintaining a strong knowledge of products and services available to members and regularly providing referrals to such products and services in all areas including lending, investments, electronic banking, wealth management, and business banking.
    • 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).
    • Meeting job training requirements.
    • Maintaining a cash drawer following the Credit Union's Cash Control Policy.
    • Remaining cognizant of and adhering to Ent policies and procedures and regulations pertaining to the Bank Secrecy Act.

    Qualifications

    • High School Diploma/G.E.D. or equivalent.
    • Required: 6+ months of customer service experience in financial services or retail delivery.
    • Preferred: 6+ months of sales experience.

    Skills

    • Enthusiastic attitude regarding helping the community.
    • Strong emphasis on member service and offering appropriate cross‑sell/upsell opportunities.
    • Strong attention to detail and accuracy of all transactions.
    • Professional and courteous communication skills.
    • Proficiency in basic math (addition, subtraction, multiplication, 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).
    • No certifications required.

    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. Final compensation will be determined by relevant work experience, specific skills and competencies, education, certifications, location and internal pay equity.

    We must ensure no extra sections like Schedule. Also we removed application instructions, EEO, legal, etc. Check that we didn't include any boilerplate like "Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities." We removed. We kept all substantive info: merger intro, purpose, essential functions, qualifications, skills, benefits, pay. We omitted the "Additional Information //The pay range..." we incorporated pay. We omitted the "We anticipate this position to close on 09/29/2026..." etc. We omitted the "To learn more about the merger, click here." We kept the "Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act." as responsibility. We kept "Responsible for meeting job training requirements." as responsibility. We kept "Responsible for maintaining a cash drawer following procedures defined in the Credit Union's Cash Control Policy." as responsibility. We kept "Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act." as responsibility. We kept "Responsible for complying 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)." as responsibility. We kept "Accountable for meeting member needs through maintaining a strong knowledge of products and services available to members, regularly providing referrals to such products and services in all areas including, but not limited to, lending, investments, electronic banking, wealth management, and business banking." as responsibility. We kept "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." as responsibility. We kept "Additionally responsible to understand and comply with credit union policies and procedures, as well as financial regulations to include BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau)." as responsibility. We kept "The Member Service Representative must excel in service, quality communication, product knowledge, and accuracy while meeting all service, performance and safety standards." maybe we could incorporate into responsibilities or skills. But we omitted it; maybe we should include as responsibility or skill. It's substantive. Could add to responsibilities bullet: "Excel in service, quality communication, product knowledge, and accuracy while meeting all service, performance and safety standards." Let's add. We also have "This is accomplished through accurate and professional member transactions, enhanced member awareness of existing products and services, and timely product or service referrals." Already covered in purpose. We have "Additionally responsible to understand and comply with credit union policies and procedures, as well as financial regulations to include BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau)." Already. We have "Responsible for complying 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)." Already. We have "Responsible for meeting job training requirements." Already. We have "Responsible for maintaining a cash drawer following procedures defined in the Credit Union's Cash Control Policy." Already. We have "Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act." Already. We have "Minimum Formal Qualifications for this Position High School Diploma/G.E.D. or Equivalent." Already. We have "RE

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