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
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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!
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Climb Credit Union was founded in 1951. We’re a stable, successful and growing financial institution, which is why we need you.
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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.
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Learn a ton with our on-the-job training programs and set yourself up for career and personal financial success.
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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
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401K Employer match 100% Match on first 3% and 50% on next 2.5%
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Medical, Dental, Vision Insurance
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PTO (Paid Time Off) 2 additional personal days (Floating)
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VTO (Volunteer Time Off) 16 hours
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11 Paid Holidays
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Employee Assistance plan focuses on wellness, mental health - 8 free sessions offered
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Tuition Reimbursement
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Employee loan rate reduction
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Discounts on Climb Credit Union loans and services
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Financial Investment/Counseling
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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?
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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.
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Performs account maintenance to include but not limited to address changes, phone numbers, travel advisories, diary memos, etc.
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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.
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Opens new accounts, analyzes credit bureau reports; interviews members in person or by telephone to identify financial needs and sales opportunities.
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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:
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One to three years of similar or related experience.
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Bilingual (English/Spanish) preferred.
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A high school education or GED.
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Demonstrated abilities related to sales and achievement of sales Goals.
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Proven ability and willingness to identify needs and sell appropriate products.
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Ability to interact with others positively, both in person and by phone.
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Ability to accurately and efficiently enter data and update member financial records via computer terminal.
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Strong communication skills, both oral and written.
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Basic level experience with computer navigation,
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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
