Senior Member Service Representative

5 days ago

Puyallup, Washington, United States TAPCO Credit Union Full time
Job Title: Float Senior Member Service Representative

At TAPCO Credit Union, we are committed to creating a collaborative space that allows employees to grow and develop while maintaining their individuality. We are seeking a highly skilled and dedicated Float Senior Member Service Representative to join our team.

Job Summary:

The Float Senior Member Service Representative will be responsible for providing excellent member service by greeting members, making them feel welcome, and engaging with them to understand their financial needs. This role will perform a variety of duties, including opening accounts, processing consumer loans, and paying/receiving transactions with a high degree of accuracy and in accordance with credit union policies and procedures.

Key Responsibilities:
  • Provide exceptional member service by greeting members, making them feel welcome, and engaging with them to understand their financial needs.
  • Open new member accounts, certificate of deposits, IRAs, and HSA accounts.
  • Process plastic cards, open/close safety deposit boxes, and process stop payments as needed.
  • Assist 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.
  • Receive applications for consumer loans, meet with applicants, explain credit policies, provide guidance, and verify application data.
  • Balance cash drawer at end of business day and research and resolve discrepancies.
  • Handle cash and checks within set limits and place holds when needed.
  • Perform drive-up functions and night drop duties as assigned.
  • Understand and sell GAP, Warranties, and payment protection plans.
  • Build and retain member relationships through outbound calling to current and potential members.
  • May have opening and closing responsibilities.
  • Collaborate with Branch Leadership on coaching and training needs.
  • Maintain an up-to-date knowledge of all credit union products and services.
  • Demonstrate an understanding of and adhere 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.
  • Maintain an up-to-date knowledge of and adhere to the requirements of all related policies, procedures, rules, and regulations required for the position.
  • Promote, explain, and cross-sell TAPCO services and products.
  • Assume responsibility for other duties as required or assigned.
Requirements:
  • High School diploma or equivalent.
  • 1-3 years' experience as a MSR or teller in a financial institution.
  • Ability to perform basic math calculations (addition, subtraction, multiplication, division, percentages).
  • Provide excellent member service and good verbal communication skills.
  • Ability to use computer software, Microsoft Office products, and business equipment, including adding machines, copy machines, coin and money counting machines.
  • Flexibility is necessary as an employee's job responsibilities may change at any time during employment.
  • Knowledge of account opening and loan origination preferred.
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 a driver's license and ability to travel for coverage at any TAPCO Branch location.
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 ($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 Credit Union 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 including 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.

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