Member Service Representative or Senior - Thornton, CO

Company Description

Ent Credit Union exists to improve the financial quality of life of the people we serve. This mission drives us every day, but we are more than our mission. We're also individuals using our unique abilities to make our organization, and the communities we serve, better than they were yesterday. We're a not-for-profit that puts people above profits and actively invests in our community. Our rapidly growing team is expanding our reach to serve more people throughout Colorado. To spread our mission far and wide, we need people like you. If you're interested in a paycheck with a purpose, apply with us today. Our people make the difference, and we truly believe you are our greatest asset.

Job Description

The primary purpose of this position is to provide superior member service; driving member satisfaction and retention by helping members take full advantage of Ent's 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 Ent's 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 Ent's 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 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).

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 Union’s Policies and Procedures documents and financial regulations including, but not limited to, BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau).

Qualifications

Minimum Formal Qualifications for this Position:

Member Service Representative:

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

Member Service Representative Senior:

• High School Diploma/G.E.D. or Equivalent.
• Member Relationship, Customer Service New Account, or equivalent training.
• 1 year customer service experience in Financial Services or Retail Delivery, to include:
• 6 months financial Services. Required.
• 6 months Sales. Preferred.

Each year of relevant work experience may be exchanged for a year in a relevant degree program or vice versa. For example, a requirement of a bachelor's degree in accounting and 2 years of account experience could be substituted for a high school diploma and 6 years of relevant accounting work experience or a master's degree in accounting and 0 years of work experience.


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 04/09/2025. 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 $10,000 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 www.ent.com/careers.
  
  
  Equal 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 contractor's legal duty to furnish information. 41 CFR 60-1.35(c)