Company Description
Ent Credit Union exists to improve the financial quality of life of the people
we serve. This mission drives us every day, but we are more than our
mission. We're also individuals using our unique abilities to make our
organization, and the communities we serve, better than they were
yesterday. We're a not-for-profit that puts people above profits and
actively invests in our community. Our rapidly growing team is expanding our
reach to serve more people throughout Colorado. To spread our mission far and
wide, we need people like you. If you're interested in a paycheck with a
purpose, apply with us today. Our people make the difference, and we truly
believe you are our greatest asset.
Job Description
This position is projected to start on 05/28/2024 and requires 2 weeks of
mandatory paid training. Service Center will be determined upon hire and
location will vary within El Paso County.
The primary purpose of this position is to provide superior member service;
driving member satisfaction and retention by helping members take full
advantage of Ent's full range of products and services. This is accomplished
through accurate and professional member transactions, enhanced member
awareness of existing products and services, and timely product or service
referrals. Additionally responsible to understand and comply with credit union
policies and procedures, as well as financial regulations to include BSA
(Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau).
The Member Service Representative must excel in service, quality
communication, product knowledge, and accuracy while meeting all
service, performance and safety standards.
Essential Functions
Providing quality member service through accurate and professional face to
face member transactions to include new member account creation, account
file and card file maintenance, and basic Service Center Control Manual
procedures.
Accountable for meeting member needs through maintaining a strong knowledge of
products and services available to members, regularly providing referrals to
such products and services in all areas including, but not limited to
lending, investments, electronic banking, wealth management, and
business banki
Responsible for complying with safety and service standards defined in the
Credit Union's Policies and Procedures documents, as well as financial
regulations to include, but not limited to, BSA (Bank Secrecy Act) and
CFPB (Consumer Financial Protection Bureau).
Responsible for meeting job training requirements.
Responsible for maintaining a cash drawer following procedures defined in the
Credit Union's Cash Control Policy.
Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and
procedures, and regulations pertaining to the Bank Secrecy Act.
Qualifications
Minimum Formal Qualifications for this Position
Member Service Representative:
High School Diploma/G.E.D. or Equivalent.
6+ months of customer service and cash handling experience, required.
Sales experience. preferred.
Member Service Representative Senior:
High School Diploma/G.E.D. or Equivalent.
Member Relationship, Customer Service New Account, or equivalent training.
1+ years' customer service, sales, or other related experience required
1+ years' financial institution experience, required
6+ months' cash handling experience
Each year of relevant work experience may be exchanged for a year in a
relevant degree program or vice versa. For example, a requirement of a
bachelor's degree in accounting and 2+ years of account experience could
be substituted for a high school diploma and 6 years of relevant accounting
work experience or a master's degree in accounting and 0 years of work
experien
Technical or Specialized Knowledge/Skills:
Enthusiastic attitude regarding helping our community.
Strong emphasis on member service and offering appropriate cross-sell /
upsell opportunities to the member.
Strong attention to detail and accuracy of all transactions is of critical
importance.
Professional and courteous communication skills are of critical importance.
Proficient in basic math (addition, subtraction, multiplication, and
division).
Comfortable handling physical money with a high level of accuracy with members
directly.
Exposure to Microsoft Outlook and web based transactional systems to complete
day to day member requests.
Able to use 10-Key by touch is preferred.
Certifications Required:
None
Environmental, Physical and Psychological Requirements
Standing - Occasionally
Walking - Occasionally
Sitting - Frequently
Lifting - Rarely (40 Lbs)
Carrying - Rarely
Pushing - Rarely
Pulling - Rarely
Balancing - Rarely
Stooping - Rarely