The Member Service Representative is the face of our organization and holds an essential role in delivering on our mission by providing outstanding member experiences. Responsible for serving as a financial consultant to members, 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 & 2026! 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

Check out this video to learn what drives us at Climb and how we make a difference every day,  https://www.youtube.com/watch?v=XPGES8a9OSs  

https://youtu.be/FeEw2UqGudo  (Spanish)

What will you be doing?

• 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.
• Bilingual (Spanish) Required. 
• A high school education or GED. 
• Strong communication skills, both oral and written. 
• Previous experience with financial institutions.

This is a full-time, non-exempt position with compensation of $23.00 hourly 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!