Member Service Representative Or Senior - Ft.Collins, CO

Company Description

Founded in 1957, Ent is a member-owned credit union with a passion for people, not for profit. With $8+ billion in assets and over 420,000 owner-members across more than forty convenient Front Range locations, Ent is Colorado's largest credit union. In addition to a reputation as a leader in philanthropy and financial literacy, Ent has been nationally recognized by Forbes as the overall #1 credit union in Colorado for four years running. We know that growth, accolades and reputation are a result of the entire Ent family of employees working together to serve our members. To that end, we are equally proud to be recognized as an "employer of choice" and to have received nominations and awards as a "Best Place to Work" in both Southern Colorado and the Denver metro area. Ent's numerous Employee Engagement Groups (EEGs) offer micro-communities of like-minded employees and a chance to express your personal passions through volunteerism and philanthropy while our best-in-class benefits package and competitive salaries reward you for a job well done.

Job Description

Location to be determined upon hire in Ft. Collins/Timnath area

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 banking
• 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 Education Required for this Position:

MSR:

• High School Diploma/G.E.D. or Equivalent

MSR Senior:

• High School Diploma/G.E.D. or Equivalent
• Member Relationship / Customer Service / or New Account training or equivalent

Minimum Work Experience:

MSR:

• 6+ months of customer service and cash handling experience required
• Sales experience preferred

MSR Senior:

• 1.5+ years' combined customer service, sales, or related experience required
• 6+ months of financial institution experience required

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 "Knowledge Consistent with a Bachelor's Degree in Accounting and 2+ years' of accounting 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 experience


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 tra