Member Service Representative - Bilingual (Spanish) Preferred

Member Service Representative

The Member Service Representative is the face of our organization and holds an essential role in delivering on our PROMISE by providing outstanding member experiences. Responsible for serving as a financial consultant to members, lending, 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 & 2025. 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

Requirements

• Perform member transactions, including loan transactions, within authority, accurately and efficiently with good audit trail and within credit union guidelines and policies. Including but not limited to, opening new personal memberships, business memberships, specialty account memberships and performing account maintenance for all Climb Credit Union share, draft and loan products.
• Identifies cross-sell opportunities and cross-sells products and services beneficial to members. This includes building a pipeline through outbound calling and building referral sources to increase loan and account penetration.
• 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 in Lending and Sales.
• Bilingual - Spanish Preferred
• A high school education or GED.
• Previous experience with financial institutions.

This is a full-time, non-exempt position with an hourly rate starting at $21.00 hourly plus monthly incentives, depending on experience, education and qualifications.

If you are ready to Rise & Thrive and 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!