TAPCO Credit Union · 1 week ago
Member Service Representative/Senior Member Service Representative
Tacoma,WA,US
Full-time
Onsite
Entry, Mid, Senior Level
$20/hr - $26.12/hr
1+ years expTAPCO Credit Union, serving the South Sound since 1934, is a not-for-profit financial cooperative focused on community and member service. The Member Service Representatives and Senior Member Service Representatives are responsible for delivering exceptional service, building member relationships, and handling complex transactions to support financial wellness.
BankingFinanceFinancial Services
Responsibilities
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 through the execution of member engagement strategies 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 holding opening/closing responsibilities as assigned
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), as it specifically relates to the job functions
Collaborate effectively with team members, and across all organizational levels, contributing to a supportive and positive workplace culture
Foster meaningful relationships by actively engaging in branch promotions and community events, as assigned
Maintains up to date knowledge of and adheres to the requirements of all related policies, procedures, rules and regulations required for this position
Assumes responsibility for other duties as required or assigned
Open and service complex accounts, including new consumer accounts, business accounts, certificates of deposit, IRAs, and safe deposit boxes
Receive and process consumer loan applications, including: Meeting with applicants to provide guidance, explain loan terms, and ensure application completeness Understanding and cross-selling products like GAP, warranty options, and payment protection plans Serve as a knowledgeable resource within the branch and assist with escalated or complex member concerns
Provide ongoing informal mentorship and support to MSR team members
Demonstrate a consistent leadership presence, reliability, and strong alignment with TAPCO’s values and member experience expectations
Qualification
Required
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
Preferred
Previous experience in financial services
1-3 years' experience working in a financial institution
New account and lending experience
Notary preferred
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)
Company
TAPCO Credit Union
TAPCO Credit Union is a nonprofit union that provides financial banking services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Justin Martin
Chief Executive Officer
Recent News
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