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Senior Member Service Representative

2 months ago

Bonney Lake, United States TAPCO Credit Union Full time
Job DescriptionJob DescriptionDescription:

Position Purpose

Performs a variety of member service duties, including opening accounts, new certificates, processing consumer loans and paying/receiving transactions as a service professional to TAPCO Credit Union members with a high degree of accuracy and in accordance with credit union policies and procedures. Greets and welcomes members in a professional manner. Provides excellent member service by providing prompt and accurate member transactions. Promotes TAPCO’s products and services to members.


Base Expectations

Embraces and lives TAPCO's Values.

  • We are People-Centric
  • We are Curious
  • We are Inclusive
  • We are Collaborative
  • We are a Trusted Partner

Core Competencies

Member Focus: Build strong relationships inside and outside the organization while delivering member-centric solutions.

Instills Trust: Building trust by making good and timely decisions while consistently achieving results, even under challenging circumstances.

Drives Results: Making good and timely decisions while consistently achieving results, even under challenging circumstances.

Cultivates Innovation: Creating new and better ways for the organization to be successful even during times of uncertainty.


Position Responsibilities

  • Greets and welcomes members to the credit union in a professional manner providing prompt, excellent service and accurate member transactions.
  • Opens new member accounts, certificate of deposits, IRAs and HSA accounts.
  • Processes plastic cards, opens/closes safety deposit boxes and processes stop payments as needed.
  • Assists member with paying and receiving transactions including, but not limited to, deposits, withdrawals, transfers, cash advances, travel cards, gift cards, money orders, cashier’s checks, checks and loan payments.
  • Receives applications for consumer loans. Meets with applicants, explains credit policies, provides guidance and verifies application data.
  • Balance cash drawer at end of business day and researches and resolves discrepancies.
  • Handles cash and checks within set limits and places holds when needed.
  • Performs drive-up functions and night drop duties as assigned.
  • Understand and sell GAP, Warranties and payment protections plans.
  • Build and retain member relationships through outbound calling to current and potential members.
  • May have opening and closing responsibilities.
  • Maintains an up-to-date knowledge on all credit union products and services
  • Maintains an up-to-date knowledge of and adheres to the requirements of all related policies, procedures, rules and regulations required for position.
  • Promotes, explains and cross-sells TAPCO services and products.
  • Demonstrates an understanding of and adheres to the requirements of all federal, state, and local laws, including those of the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC), as it specifically relates to the job functions.
  • Reliable transportation to the workplace
  • Assumes responsibility for other duties as required or assigned.
Requirements:

Position Qualifications

  • High School diploma, or equivalent.
  • 1-3 years’ experience as a MSR 1 or as a teller in a financial institution.
  • Ability to perform basic math calculations (addition, subtraction, multiplication, division, percentages).
  • High level of member service and good verbal communication skills.
  • Ability to use related computer software, Microsoft Office products and business equipment, including adding machine, copy machine, coin and money counting machines.
  • Flexibility is necessary as an employee’s job responsibilities may change at any time during employment.

Position Working Conditions

  • The work environment is an office setting.
  • Onsite work is essential
  • Movements frequently and regularly required using the wrists, hands and/or fingers.
  • Frequently required to sit and stand for longer periods of time.
  • Occasionally, you may be required to work temporarily or permanently at one of the company's other branches. Additionally, the company reserves the right to transfer you to another branch location, either temporarily or permanently, at its sole discretion.

Salary Range: $20.37-$25.46 per hour


Benefits

TAPCO offers a comprehensive benefit package:

100% Employer-paid medical, vision, prescription, and dental insurance option for all full-time employees.

• 50% Employer-paid spouse coverage.

• 65% Employer-paid dependent children coverage

• Flexible Spending Account (FSA)

• Dependent Care FSA

• Health Savings Account (HSA)

• 401(k) Plan with up to 7% match

• 100% Employer-Paid Life Insurance/AD&D package ($100,000)

• Paid Vacation and Sick Time

• 11 Paid Holidays + 1 Floating Holiday

• Optional Short- and Long-Term Disability

• Employee Assistance Program

• 40 paid volunteer hours

• Shared Bonus Plan (when company goals are achieved)


Diversity, Equity, Inclusion, Belonging, and Accessibility (DEIBA) Purpose Statement

TAPCO embraces diversity, equity, inclusion, belonging, and accessibility (DEIBA) and is committed to creating a workplace where all stakeholders involved, regardless of gender, race, ethnicity, national origin, age, sexual orientation, identity, education, or limited mobility and abilities, feel valued and respected.

  • We are committed to include diversity, equity, inclusion, belonging, and accessibility at the center of our work.
  • We are committed to nondiscriminatory practices and provide equitable opportunity for all.
  • We respect and value diverse life experiences and heritages and ensure that all voices are valued and heard.
  • We welcome every person to bring their authentic perspective and experience to advance our mission.
  • We focus on real people's experiences to uncover and address systemic inequities.
  • We address our gaps and inequities through products, practices and policies that uplift our employees, members, and community.
  • We put allyship into action every day.
  • We value the seen and unseen qualities that make you who you are.

Equal Opportunity Employer Statement

TAPCO Credit Union is an equal opportunity employer that is committed to diversity and inclusion in the workplace. As a people-centric organization, we believe every employee and applicant has the right to work in surroundings that are free from all forms of unlawful discrimination.