Customer Service Representative

5 days ago

Tacoma, Washington, United States TAPCO Credit Union Full time
Job Title: Member Service Representative

Job Type: Full-time

Job Summary

As a Member Service Representative at TAPCO Credit Union, you will be the face of our organization, providing excellent member service by greeting members, making them feel welcome, and engaging them to learn about their financial needs. You will be part of a team that enjoys coming to work to make a positive impact in the community.

Key Responsibilities
  • Greets and welcomes members to the credit union in a professional manner, providing prompt, excellent service, and accurate member transactions.
  • Assists members with paying and receiving transactions, including deposits, withdrawals, transfers, cash advances, travel cards, gift cards, money orders, cashier's checks, checks, and loan payments.
  • Handles cash and checks within set limits and places holds where needed.
  • Balances cash drawer at the end of the business day and researches and resolves discrepancies.
  • Processes plastic cards, orders checks, and processes stop payments.
  • Performs drive-up functions and night drop duties as assigned.
  • May have opening and closing responsibilities.
  • Builds and retains member relationships through outbound calling to current and potential members.
  • Maintains an up-to-date knowledge of 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 the 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
  • High School diploma or equivalent.
  • 1 year of cash handling experience.
  • 1 year of customer service experience.
  • Flexibility is necessary as an employee's job responsibilities may change at any time during employment.
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.
Benefits
  • 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.
  • 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 Credit Union 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.
EEO Statement

TAPCO Credit Union is an equal employment opportunity employer. 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 Credit Union 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, recall, leave of absence, and general treatment during employment.

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