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Float Member Service Representative

4 months ago

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

Serving the South Sound Since 1934

Our commitment to the South Sound is generations in the making. As a not-for-profit credit union, we are here to help you succeed. With branches throughout Tacoma & Pierce County, we are in your community every day. It will not take long for you to experience what our founders meant by “People Helping People.” We know that our employees are an important part of our mission. We believe in creating a collaborative space that allows employees to grow and develop while maintaining their individuality. We understand the profound effect that one organization can have in serving a community. We value diversity, equity, inclusion, and belonging – we value you Come see the TAPCO difference.


As a Float Senior Member Service Representative, you will be charged with providing excellent member service by going the extra mile to greet members, make them feel welcome and engage in order to understand their financial needs. TAPCO's Float Senior Member Service Representative's perform a variety of duties, including opening accounts, new certificates, processing consumer loans and paying/receiving transactions with a high degree of accuracy and in accordance with credit union policies and procedures. This position will support all six of TAPCO's branches based on staffing needs.


Base Expectations Embrace and live 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.

Requirements:

Position Responsibilities

  • Travels to and provides coverage, support and training to all branch locations and branch teams.
  • Greets and welcomes members to the credit union in a professional manner providing prompt, excellent service and accurate member transactions.
  • Embeds diversity, equity, inclusion, belonging, and accessibility (DEIBA) into your daily workflow.
  • 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.
  • Collaborates with Branch Leadership on coaching and training needs.
  • Maintains an up-to-date knowledge on all credit union products and services.
  • 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.
  • Thorough knowledge of all aspects of real estate lending including knowledge of all applicable laws, regulations, and programs
  • 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.
  • Assumes responsibility for other duties as required or assigned.

Position Working Conditions

  • The work environment is an office setting.
  • Onsite work is essential.
  • Required to sit and stand for longer periods of time.
  • Ability to withstand frequent moments of the wrist, hands and/or fingers.
  • Requires driver’s license and ability to travel for coverage at any TAPCO Branch location.


Location: This position will report to our Frederickson Branch, and will travel to serve TAPCO branches within Gig Harbor, Tacoma, Puyallup and Bonney Lake communities as needed.


Hours: Full-Time, 40 Hours Per Week.


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.

TAPCO does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service or veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.

Equal employment opportunity applies to all terms and conditions of employment, including recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs, termination, layoff, leave of absence, and general treatment during employment.

employment.