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Client Service Associate

2 months ago

Gig Harbor, Washington, United States TAPCO Credit Union Full time
Job Overview

Position Objective

The Member Service Representative is responsible for executing transactional duties with precision while delivering exceptional service to TAPCO Credit Union members. This role involves welcoming members in a courteous manner and ensuring prompt and accurate handling of member transactions. The representative also plays a key role in promoting TAPCO's offerings to enhance member satisfaction.

Core Values

Upholds and embodies TAPCO's core values:

  • People-Centric Approach
  • Curiosity and Continuous Learning
  • Inclusivity in All Interactions
  • Collaborative Spirit
  • Trustworthy Partnership

Essential Skills

Member-Centric Focus: Cultivates strong relationships within and outside the organization while delivering tailored solutions for members.

Trust Building: Establishes trust through timely and effective decision-making, consistently achieving results even in challenging situations.

Results Orientation: Demonstrates a commitment to achieving outcomes through effective decision-making and problem-solving.

Innovation Promotion: Encourages the development of new and improved methods for organizational success, particularly during uncertain times.

Key Responsibilities

  • Welcomes members to the credit union, providing excellent service and ensuring accurate transaction processing.
  • Facilitates member transactions, including deposits, withdrawals, transfers, and various payment methods.
  • Manages cash and checks within established limits, implementing holds as necessary.
  • Balances cash drawer at the end of each business day, addressing any discrepancies.
  • Processes plastic cards, orders checks, and manages stop payments.
  • Performs drive-up and night drop duties as assigned.
  • May be responsible for opening and closing procedures.
  • Develops and maintains member relationships through proactive outreach.
  • Stays informed about all credit union products and services.
  • Adheres to all relevant policies, procedures, and regulations.
  • Promotes and cross-sells TAPCO services and products effectively.
  • Ensures compliance with federal, state, and local laws, including the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).
  • Exemplifies a high standard of member service and professionalism.
  • Assumes additional responsibilities as needed.

Qualifications

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

Work Environment

  • Office setting with essential onsite work.
  • Frequent use of wrists, hands, and fingers.
  • Regularly required to sit and stand for extended periods.
  • May involve temporary or permanent assignments at other branches.

Compensation

Salary Range: $20.00-$23.20


Benefits Overview

TAPCO offers a comprehensive benefits package, including:

  • 100% Employer-paid medical, vision, prescription, and dental insurance for full-time employees.
  • 50% Employer-paid spouse coverage.
  • 65% Employer-paid dependent children coverage.
  • Flexible Spending Account (FSA) options.
  • Health Savings Account (HSA).
  • 401(k) Plan with up to 7% employer match.
  • Employer-paid Life Insurance/AD&D.
  • Paid vacation and sick leave.
  • 11 paid holidays plus 1 floating holiday.
  • Optional short- and long-term disability coverage.
  • 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, ensuring that all individuals feel valued and respected regardless of their background.

  • We prioritize diversity, equity, inclusion, belonging, and accessibility in our operations.
  • We uphold nondiscriminatory practices and equitable opportunities for all.
  • We value diverse experiences and perspectives, ensuring all voices are heard.
  • We actively address systemic inequities through our policies and practices.

Equal Employment Opportunity

TAPCO is an equal opportunity employer, committed to maintaining a workplace free from discrimination.