Customer Engagement Specialist

1 week ago

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

Position Objective

The Member Service Representative plays a crucial role in delivering exceptional service to TAPCO Credit Union members. This position is responsible for executing financial transactions with precision and adhering to the credit union's established policies and procedures. The representative warmly greets members and ensures their needs are met efficiently.

Core Values

Upholds and embodies TAPCO's core values:

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

Essential Competencies

Member Focus: Cultivates strong relationships both internally and externally while providing member-focused solutions.

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

Results Orientation: Demonstrates the ability to make sound decisions promptly while achieving desired outcomes.

Innovation: Develops new and improved methods for organizational success, particularly during uncertain times.

Key Responsibilities

  • Welcomes members to the credit union, providing prompt and professional service while ensuring accurate transaction processing.
  • Facilitates member transactions, including deposits, withdrawals, transfers, and various payment methods.
  • Manages cash and checks in accordance with established limits and implements holds as necessary.
  • Balances the cash drawer at the end of each business day and addresses any discrepancies.
  • Processes plastic card requests, check orders, and stop payments.
  • Performs drive-up and night drop functions as assigned.
  • May be responsible for opening and closing procedures.
  • Builds and maintains member relationships through proactive outreach to current and prospective members.
  • Stays informed about all credit union products and services.
  • Adheres to all relevant policies, procedures, and regulations associated with the role.
  • Promotes and cross-sells TAPCO's services and products effectively.
  • Demonstrates compliance with federal, state, and local laws, including the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC).
  • Exemplifies a high standard of member service and professionalism.
  • Assumes additional responsibilities as required.

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.
  • Potential for temporary or permanent assignment at other branches.

Compensation and Benefits

TAPCO offers a competitive salary range of $20.00-$23.20 along with a comprehensive benefits package, including:

  • 100% Employer-paid medical, vision, prescription, and dental insurance for full-time employees.
  • Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA).
  • 401(k) Plan with up to 7% matching contributions.
  • Paid vacation, sick time, and holidays.
  • Employee Assistance Program and shared bonus plan.

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 or identity.

Equal Employment Opportunity

TAPCO is an equal opportunity employer, committed to providing a work environment free from discrimination.

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