Member Service Representative
Wings Credit Union
Windsor, COFresher16m agovia LinkedIn
This job at a glance
- Who can apply
- New grads, no experience needed · Diploma
- Must know
- Customer serviceMicrosoft Office
- Nice to have
- Sales
- Work
- On-site in Windsor
- Pay
- Not stated by the employer.
- Skill demand
- Customer service96%Sales26%Microsoft Office25%of 141 similar entry-level jobs posted in the US this week
- Listed
- Oct 27, 2026 · still open
Sign in free to see which of these skills your resume already shows.
About the Role
The Member Service Representative role at Wings Credit Union is focused on providing superior member service to drive satisfaction and retention. This involves assisting members with transactions, enhancing their awareness of products and services, and making timely referrals. The position also requires understanding and complying with credit union policies, procedures, and financial regulations like BSA and CFPB. Success in this role demands excellence in service, communication, product knowledge, and accuracy.
Key Responsibilities
- Provide quality member service through accurate and professional face-to-face member transactions, including new account creation, account file and card file maintenance, and basic Service Center Control Manual procedures.
- Meet member needs by maintaining strong knowledge of available products and services, and regularly providing referrals across areas such as lending, investments, electronic banking, wealth management, and business banking.
- Comply with safety and service standards defined in Credit Union Policies and Procedures, as well as financial regulations including BSA and CFPB.
- Fulfill job training requirements.
- Maintain a cash drawer according to procedures defined in the Credit Union's Cash Control Policy.
- Remain cognizant of and adhere to Ent policies, procedures, and regulations pertaining to the Bank Secrecy Act.
Requirements & Tech Stack
- Customer Service experience: Minimum 6 months in Financial Services or Retail Delivery.
- Sales experience: Preferred 6 months.
- Microsoft Outlook.
- Web-based transactional systems.
Qualifications
- High School Diploma/G.E.D. or Equivalent.
- Enthusiastic attitude regarding helping the community.
- Strong emphasis on member service and offering appropriate cross-sell / upsell opportunities.
- Attention to detail and accuracy of transactions.
- Professional and courteous communication skills.
- Proficient in basic math (addition, subtraction, multiplication, and division).
- Comfortable handling physical money with a high level of accuracy.
- Able to use 10-Key by touch is preferred.