TAPCO Credit Union
Member Service Representative/Senior Member Service Representative
TAPCO Credit Union, Tacoma, Washington, us, 98417
Overview
Member Service Representative (MSR) and Senior Member Service Representative (Sr. MSR) roles at TAPCO Credit Union. These positions are at the heart of the member experience, focusing on service, transactions, and member engagement within TAPCO branches. Position Purpose
MSRs deliver exceptional service and accurate transaction processing. Sr. MSRs handle additional responsibilities, including opening complex accounts, processing loan applications, and mentoring team members. Position Responsibilities – Performed By Both MSR and Sr. MSR
Create a welcoming and professional experience by greeting members warmly and assisting with all transaction needs in an accurate and efficient manner. Build and retain member relationships in person and through outbound calling by providing expert knowledge of credit union products and services and referrals to other business lines. Engage in meaningful conversations to identify opportunities to refer members to additional product solutions. Balance personal cash drawer daily and investigate and resolve discrepancies as needed. Support branch operations by performing drive-up functions, night drop processing, and opening/closing responsibilities as assigned. Adhere to all federal, state, and local laws applicable to the role, including Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. Collaborate effectively with team members and across organizational levels to contribute to a positive workplace culture. Foster relationships by engaging in branch promotions and community events, as assigned. Maintain knowledge of and comply with related policies, procedures, rules, and regulations for the position. Assume responsibility for other duties as required or assigned. Additional Responsibilities – Specific To The Sr. MSR Role
Open and service complex accounts (new consumer accounts, business accounts, CDs, IRAs, safe deposit boxes). Receive and process consumer loan applications, including guidance to applicants, explaining terms, and ensuring application completeness; cross-sell products like GAP and protection plans. Serve as a resource within the branch and assist with escalated or complex member concerns. Provide ongoing informal mentorship and support to MSR team members. Demonstrate leadership presence and alignment with TAPCO’s values and member experience expectations. Requirements
Position Qualifications (for both MSR and Sr. MSR)
1 year of cash handling experience 1 year of customer service experience Strong communication and interpersonal skills Ability to navigate systems, policies, and procedures with accuracy Demonstrated initiative in supporting members and team success Reliable transportation to assigned work locations Previous experience in financial services preferred Additional Qualifications – Sr. MSR
1-3 years’ experience in a financial institution New account and lending experience Notary preferred Position Working Conditions
Office environment; onsite work is essential Movements frequently and regularly required using wrists, hands, and fingers May be required to work at other TAPCO branches as needed Salary
Starting rate of $20.00/hr (depending on experience) Benefits
100% Employer-paid medical, vision, prescription, and dental insurance option for all employees 50% Employer-paid spouse coverage 65% Employer-paid dependent children coverage Flexible Spending Account (FSA), Dependent Care FSA, Health Savings Account (HSA) 401(k) Plan with up to 7% match 100% Employer-Paid Life Insurance/AD&D Paid Vacation and Sick Time 11 Paid Holidays + 1 Floating Holiday Optional Short- and Long-Term Disability Employee Assistance Program 40 paid volunteer hours Shared Bonus Plan (when company goals are achieved) DEIBA and Equal Opportunity
TAPCO embraces diversity, equity, inclusion, belonging, and accessibility (DEIBA) and is committed to creating a workplace where all stakeholders feel valued and respected. TAPCO is an equal opportunity employer and does not discriminate on the basis of protected characteristics in any employment decision. We value you and are committed to nondiscriminatory practices and equitable opportunity for all.
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Member Service Representative (MSR) and Senior Member Service Representative (Sr. MSR) roles at TAPCO Credit Union. These positions are at the heart of the member experience, focusing on service, transactions, and member engagement within TAPCO branches. Position Purpose
MSRs deliver exceptional service and accurate transaction processing. Sr. MSRs handle additional responsibilities, including opening complex accounts, processing loan applications, and mentoring team members. Position Responsibilities – Performed By Both MSR and Sr. MSR
Create a welcoming and professional experience by greeting members warmly and assisting with all transaction needs in an accurate and efficient manner. Build and retain member relationships in person and through outbound calling by providing expert knowledge of credit union products and services and referrals to other business lines. Engage in meaningful conversations to identify opportunities to refer members to additional product solutions. Balance personal cash drawer daily and investigate and resolve discrepancies as needed. Support branch operations by performing drive-up functions, night drop processing, and opening/closing responsibilities as assigned. Adhere to all federal, state, and local laws applicable to the role, including Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. Collaborate effectively with team members and across organizational levels to contribute to a positive workplace culture. Foster relationships by engaging in branch promotions and community events, as assigned. Maintain knowledge of and comply with related policies, procedures, rules, and regulations for the position. Assume responsibility for other duties as required or assigned. Additional Responsibilities – Specific To The Sr. MSR Role
Open and service complex accounts (new consumer accounts, business accounts, CDs, IRAs, safe deposit boxes). Receive and process consumer loan applications, including guidance to applicants, explaining terms, and ensuring application completeness; cross-sell products like GAP and protection plans. Serve as a resource within the branch and assist with escalated or complex member concerns. Provide ongoing informal mentorship and support to MSR team members. Demonstrate leadership presence and alignment with TAPCO’s values and member experience expectations. Requirements
Position Qualifications (for both MSR and Sr. MSR)
1 year of cash handling experience 1 year of customer service experience Strong communication and interpersonal skills Ability to navigate systems, policies, and procedures with accuracy Demonstrated initiative in supporting members and team success Reliable transportation to assigned work locations Previous experience in financial services preferred Additional Qualifications – Sr. MSR
1-3 years’ experience in a financial institution New account and lending experience Notary preferred Position Working Conditions
Office environment; onsite work is essential Movements frequently and regularly required using wrists, hands, and fingers May be required to work at other TAPCO branches as needed Salary
Starting rate of $20.00/hr (depending on experience) Benefits
100% Employer-paid medical, vision, prescription, and dental insurance option for all employees 50% Employer-paid spouse coverage 65% Employer-paid dependent children coverage Flexible Spending Account (FSA), Dependent Care FSA, Health Savings Account (HSA) 401(k) Plan with up to 7% match 100% Employer-Paid Life Insurance/AD&D Paid Vacation and Sick Time 11 Paid Holidays + 1 Floating Holiday Optional Short- and Long-Term Disability Employee Assistance Program 40 paid volunteer hours Shared Bonus Plan (when company goals are achieved) DEIBA and Equal Opportunity
TAPCO embraces diversity, equity, inclusion, belonging, and accessibility (DEIBA) and is committed to creating a workplace where all stakeholders feel valued and respected. TAPCO is an equal opportunity employer and does not discriminate on the basis of protected characteristics in any employment decision. We value you and are committed to nondiscriminatory practices and equitable opportunity for all.
#J-18808-Ljbffr