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Client Services Associate

2 months ago

Tacoma, Washington, United States TAPCO Credit Union Full time
Job Overview

Position Objective

As a TAPCO Member Service Representative, you will serve as the primary point of contact for our members, delivering exceptional service that fosters a welcoming environment. Your role is crucial in understanding and addressing the financial needs of our community members.

Core Values

Uphold and embody the values of TAPCO:

  • People-Centric Approach
  • Curiosity and Learning
  • Inclusivity
  • Collaboration
  • Trustworthiness

Essential Skills

Member-Centric Focus: Cultivate strong relationships both internally and externally while providing tailored solutions to our members.

Trust Building: Establish trust through timely and sound decision-making, consistently achieving positive outcomes.

Results-Driven: Demonstrate the ability to make effective decisions and deliver results, even in challenging situations.

Innovative Thinking: Develop and implement new strategies to enhance organizational success, particularly during uncertain times.

Key Responsibilities

  • Welcome members to the credit union with professionalism, ensuring prompt and accurate service.
  • Assist members with various transactions, including deposits, withdrawals, and loan payments.
  • Manage cash and checks within established limits, addressing holds as necessary.
  • Reconcile cash drawers at the end of each day and resolve any discrepancies.
  • Process card requests, order checks, and handle stop payments.
  • Perform drive-up and night drop functions as assigned.
  • May be responsible for opening and closing duties.
  • Foster member relationships through proactive outreach to current and prospective members.
  • Maintain comprehensive knowledge of all credit union products and services.
  • Adhere to all relevant policies, procedures, and regulations associated with the role.
  • Promote and explain TAPCO services and products effectively.
  • Ensure compliance with federal, state, and local laws, including those pertaining to the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC).
  • Possess reliable transportation to the workplace.
  • Take on additional responsibilities as needed.

Qualifications

  • High School diploma or equivalent required.
  • Minimum of 1 year of cash handling experience.
  • At least 1 year of experience in customer service.
  • Flexibility to adapt to changing job responsibilities.

Work Environment

  • Office setting with essential onsite work.
  • Frequent use of wrists, hands, and fingers is required.
  • Ability to sit and stand for extended periods.
  • Potential temporary or permanent assignments at other branches may occur.

Compensation and Benefits

The salary range for this position is $20.00-$23.20.

TAPCO provides a comprehensive benefits package, including:

  • 100% employer-paid medical, vision, prescription, and dental insurance for full-time employees.
  • 50% employer-paid coverage for spouses.
  • 65% employer-paid coverage for dependent children.
  • Flexible Spending Account (FSA) options.
  • Health Savings Account (HSA).
  • 401(k) plan with up to 7% matching.
  • Employer-paid life insurance and AD&D coverage.
  • Paid vacation and sick leave.
  • 11 paid holidays plus 1 floating holiday.
  • Optional short- and long-term disability insurance.
  • Employee Assistance Program.
  • 40 paid volunteer hours.
  • Shared bonus plan based on company performance.

Diversity and Inclusion Commitment

TAPCO is dedicated to fostering a diverse and inclusive workplace where all individuals feel valued and respected, regardless of their background.

  • We prioritize diversity, equity, inclusion, belonging, and accessibility in all our operations.
  • We uphold nondiscriminatory practices and provide equitable opportunities for all.
  • We honor diverse experiences and ensure all voices are heard.
  • We encourage individuals to share their authentic perspectives to further our mission.
  • We actively address systemic inequities through our policies and practices.

Equal Employment Opportunity

TAPCO is an equal opportunity employer, committed to providing a work environment free from discrimination based on any protected characteristic.