Member Service Representative - Main Branch

About the position

Serving the South Sound Since 1934, TAPCO Credit Union is a not-for-profit organization committed to helping the community succeed. With branches throughout Tacoma & Pierce County, TAPCO values its employees and fosters a collaborative environment that encourages growth and individuality. The position involves performing transactional duties as a service professional to TAPCO Credit Union members, ensuring high accuracy and adherence to policies. The role includes greeting members, providing excellent service, and promoting TAPCO’s products and services.

Responsibilities

• Greets and welcomes members to the credit union in a professional manner providing prompt, excellent service and accurate member transactions.
• Assists members with paying and receiving transactions including deposits, withdrawals, transfers, cash advances, travel cards, gift cards, money orders, cashier’s checks, checks, and loan payments.
• Handles cash and checks within set limits and places holds where needed.
• Balances cash drawer at end of business day and researches and resolves discrepancies.
• Processes plastic cards, orders checks, and processes stop payments.
• Performs drive-up functions and night drop duties as assigned.
• May have opening and closing responsibilities.
• Builds and retains member relationships through outbound calling to current and potential members.
• 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 the position.
• Promotes, explains, and cross-sells TAPCO services and products.
• Demonstrates an understanding of and adheres to the requirements of all federal, state, and local laws, including those of the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC).
• Models a high level of member service and professional demeanor.
• Assumes responsibility for other duties as required or assigned.

Requirements

• High School diploma, or equivalent.
• 1 year cash handling experience.
• 1 year of customer service experience.
• Flexibility is necessary as an employee’s job responsibilities may change at any time during employment.

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 package.
• 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).