Member Service Representative 2

 

Location: US-WA-Tacoma
Entry Level: Non-Exempt Position

Summary and Mission:

Performs a variety of member service duties, including opening accounts, new certificates, processing consumer loans and paying/receiving transactions as a service professional to TAPCO Credit Union members with a high degree of accuracy and in accordance with credit union policies and procedures. Greets and welcomes members in a professional manner. Provides excellent member service by providing prompt and accurate member transactions. Promotes TAPCO’s products and services to members.

Summary of Key Responsibilities:

  • Greets and welcomes members to the credit union in a professional manner providing prompt, excellent service and accurate member transactions.
  • Opens new member accounts, certificate of deposits, IRAs and HSA accounts.
  • Assists member with paying and receiving transactions including, but not limited to, deposits, withdrawals, transfers, cash advances, travel cards, gift cards, money orders, cashier’s checks, checks and loan payments.
  • Receives and processes applications for consumer loans. Meets with applicants, explains credit policies, provides guidance and verifies application data and credit criteria.
  • Balance cash drawer at end of business day and researches and resolves discrepancies.
  • Handles cash and checks within set limits and places holds where needed.
  • Performs drive-up functions and night drop duties as assigned.
  • Understand and sell GAP, Warranties and payment protections plans
  • May have opening and closing responsibilities.
  • Maintains an up-to-date knowledge on all credit union products and services.
  • Maintains an up-to-date knowledge of and adheres to the requirements of all related policies, procedures, rules and regulations required for position.
  • Promotes, explains and cross-sells TAPCO services and products.
  • Models a high level of customer service and professional demeanor and appearance.
  • Assumes responsibility for other duties as required or assigned.

Minimum Qualifications:

  • High School diploma, or equivalent
  • 3 months experience as a MSR 1 or as a teller in a financial institution
  • Ability to perform basic math calculations (addition, subtraction, multiplication, division, percentages)
  • High level of customer service and good verbal communication skills
  • Professional appearance, dress and attitude
  • Ability to use related computer software, Microsoft Office products and business equipment, including adding machine, copy machine, coin and money counting machines
  • Flexibility is necessary as an employee’s job responsibilities may change at any time during employment

Preferred Qualifications:

  • Understanding of credit union policies and procedures

Position Working Conditions:

  • The work environment is an office setting
  • Movements frequently and regularly required using the wrists, hands and/or fingers
  • Frequently required to sit and stand for longer periods of time

You may email your resume to resume@tapcocu.org

Or mail your resume to:
TAPCO Credit Union
ATTN: Human Resources
PO Box 64369
Tacoma, WA 98464

TAPCO is an Equal Opportunity Employer.

 

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