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Member Service Representative or Senior Erie, CO
Member Service Representative or Senior Erie, COEnt Credit Union • Westminster, California, USA
Member Service Representative or Senior Erie, CO

Member Service Representative or Senior Erie, CO

Ent Credit Union • Westminster, California, USA
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The primary purpose of this position is to provide superior member service; driving member satisfaction and retention by helping members take full advantage of Ents 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.

Essential Functions

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 Ents 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 Ents 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.

Essential Functions at the Member Service Representative level :

  • Providing 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.
  • Accountable for discovering and meeting member needs by regularly achieving monthly sales standards through product offering in all areas including but not limited to deposit and lending products credit and debit cards investments and business banking.

Responsible for meeting job training requirements and complying with safety and service standards defined in the Credit Unions 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).

Essential Functions at the Member Service Representative Senior level :

  • 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.
  • Accountable for discovering and meeting member needs by consistently achieving monthly sales standards through product offering in all areas including but not limited to deposit and lending products credit and debit cards investments and business banking. Further meeting needs through specialty training such as lending business banking and business development.

    Responsible for meeting job training requirements and complying with safety and service standards defined in the Credit Unions Policies and Procedures documents and financial regulations including but not limited to BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau).

    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.
  • Member Relationship Customer Service New Account or equivalent training.
  • REQUIRED : 1 year customer service experience in Financial Services or Retail Delivery to include :
  • REQUIRED : 6 months financial Services.

  • PREFERRED : 6 months Sales.
  • 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
  • Additional Information :

    The hourly range for the following positions :

    Member Service Representative - $19.91 $22.22 (S10).

    Member Service Representative Senior -  $22.63 - $25.58 (S11).

    These positions are eligible for a monthly incentive plan.

    These positions are eligible for a bilingual (Spanish) stipend.

    Final compensation for this position will be determined by various factors such as relevant work experience specific skills and competencies education certifications and internal pay equity.

    We anticipate this position to close on 12 / 04 / 2025. Please submit your application at your earliest convenience to be considered.

    Benefits Summary Sheet

    At Ent Credit Union we offer a comprehensive benefits package including :

  • Health Benefits : Affordable insurance 24 / 7 doctor access and a nationwide provider network.
  • 401(k) : 3% automatic contribution after three months plus up to 6% matching.
  • Paid Time Off : During your first year enjoy 16 days of paid time off (PTO) plus 9 paid holidays. And it grows from there.
  • Volunteer Time Off : Paid time off to give back to the community.
  • Education Support : Up to $10000 annually for higher education and assistance for certifications.
  • Exclusive Discounts : Significant savings on home car and personal loans.
  • For more information about our outstanding benefits please visit our careers page at Opportunity Employer / Protected Veterans / Individuals with Disabilities.

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant. However employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge (b) in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)

    Remote Work : No

    Employment Type : Full-time

    Key Skills

    Typing,Data Entry,Customer Service,Basic Math,Computer Skills,Windows,Banking,Upselling,Pricing,Sanitation,Cash Handling,Stocking

    Experience : years

    Vacancy : 1

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