Client Services Associate
1 week ago
Member Service Representative
Overview and Purpose:
TAPCO provides an extensive benefits package that includes health, dental, vision, life insurance, Employee Assistance Program (EAP), a 401K plan with a generous match, as well as paid time off for vacations, sick leave, and holidays. Opportunities are available for both part-time and full-time roles.
As a TAPCO Member Service Representative, you will represent our credit union, dedicated to delivering exceptional service to our members. Your role will involve warmly welcoming members, engaging with them to understand their financial requirements, and ensuring they feel valued. You will be part of a team that takes pride in making a positive difference in the community.
Key Responsibilities:
- Efficiently process financial transactions in a prompt manner.
- Identify and recommend products and services tailored to TAPCO members.
- Contribute to branch objectives and support ongoing business initiatives.
- Meet and exceed sales and service-related targets.
- Address member inquiries and propose suitable solutions to meet their needs.
- Comply with all relevant policies, procedures, and regulations associated with the role.
- Perform drive-up and night drop functions as required.
- Flexibility to work at various branch locations as necessary.
- Depending on experience, additional responsibilities may be assigned.
- Facilitate account openings.
- Process applications for consumer and mortgage loans, guiding applicants through credit policies and verifying application details.
- Promote and explain GAP insurance, mechanical breakdown warranties, and payment protection plans.
- Responsible for the opening and closing of the branch.
- Must be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System (NMLS).
Ideal Candidate:
- High School diploma or equivalent.
- Proactive in building and nurturing relationships with members.
- Committed to exceeding sales expectations.
- Driven to complete tasks with energy and urgency.
- Embraces challenges and seizes opportunities.
- A collaborative team player focused on personal and professional growth.
- Minimum of 6 months experience in retail sales and service.
TAPCO is an Equal Opportunity Employer.
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