Member Service Representative at Climb Credit Union

Lakewood, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Oct, 26

Salary

22.0

Posted On

09 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Consulting, Cross-selling, Up-selling, Lobby Management, Transaction Processing, Account Maintenance, Credit Analysis, Customer Service, Data Entry, Oral Communication, Written Communication, Computer Navigation

Industry

Banking

Description

Description The Member Service Representative is the face of our organization and holds an essential role in delivering on our mission by providing outstanding member experiences. Responsible for serving as a financial consultant to members, conducting member financial profiles, identifying member needs, cross-selling, and up-selling. Attracts, expands, and retains member relationships and is responsible for contributing to the financial well-being of our members. Accountable for lobby management and in-branch member service interactions and performs a wide range of sales/transactional duties upholding quality, service, and brand standards. Works with the Branch Manager and Assistant Manager to achieve goals of deposit/loan growth, business relationship growth, and personal membership growth. The MSR also maintains current knowledge of competitor products, services, and current promotions. Why Climb Credit Union As not-for-profits and member-owned financial cooperatives, credit unions are incredibly unique institutions. Earnings are returned to members in the form of better rates, lower fees and great services. Be a part of a movement that pays it forward! Climb Credit Union was founded in 1951. We’re a stable, successful and growing financial institution, which is why we need you. A suite of outstanding benefits is available to employees who work 20 or more hours a week. In addition to healthcare, dental and life insurance, 401(k), personal time off, we offer employee discounts on loans and other perks as well. Learn a ton with our on-the-job training programs and set yourself up for career and personal financial success. Climb Credit Union has been recognized as a top place to work by The Denver Post in 2024. This award recognizes our positive work environment and goal of fostering employee satisfaction, and it's truly a testament to our efforts. PERKS OF CLIMB CREDIT UNION 401K Employer match 100% Match on first 3% and 50% on next 2.5% Medical, Dental, Vision Insurance PTO (Paid Time Off) 2 additional personal days (Floating) VTO (Volunteer Time Off) 16 hours 11 Paid Holidays Employee Assistance plan focuses on wellness, mental health - 8 free sessions offered Tuition Reimbursement Employee loan rate reduction Discounts on Climb Credit Union loans and services Financial Investment/Counseling Employee events throughout the year Check out this video to learn what drives us at Climb and how we make a difference every day, https://www.youtube.com/watch?v=XPGES8a9OSs https://youtu.be/FeEw2UqGudo (Spanish) Requirements What will you be doing? Promptly, accurately and efficiently process member financial transactions including but not limited to: deposits, withdrawals, check cashing, cash advances, loan payments, transfers, wire transfers, negotiable instruments, and necessary general ledger postings according to policies, procedures, and standards. Performs account maintenance to include but not limited to address changes, phone numbers, travel advisories, diary memos, etc. According to policies, procedures, and standards, respond to member inquiries and requests for account information such as loan payoffs, balances, check orders, maturity dates, payment history, late fees, rates, etc. Opens new accounts, analyzes credit bureau reports; interviews members in person or by telephone to identify financial needs and sales opportunities. Initiates computer-based credit applications; analyzes credit scores and makes routine business decisions; sells and cross-sells financial products and services to members; and answers member inquiries about products and financial services. Qualifications: One to three years of similar or related experience. Bilingual (English/Spanish) preferred. A high school education or GED. Demonstrated abilities related to sales and achievement of sales Goals. Proven ability and willingness to identify needs and sell appropriate products. Ability to interact with others positively, both in person and by phone. Ability to accurately and efficiently enter data and update member financial records via computer terminal. Strong communication skills, both oral and written. Basic level experience with computer navigation, Previous experience with financial institutions. If you think you are the superhero to bring unforgettable experiences to our members and help grow a thriving organization, please apply. We appreciate your interest in employment and look forward to meeting you! This is a full-time, non-exempt position with an hourly rate starting at $22.00, plus monthly incentives, depending on experience, education and qualifications

Responsibilities

Acts as a financial consultant to members by identifying needs, cross-selling products, and managing in-branch service interactions. Responsible for processing financial transactions and maintaining member accounts while upholding brand standards.