Credit Union:

Climb Credit Union

Region:

Arvada, Colorado

Closing:

8/4/2026

Learn More

Job Description:

The Member Service Representative Bilingual is the face of our organization and holds an essential role in delivering on our PROMISE 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.

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. 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 product sand services to members.

Qualifications:

  • 1-3 years of customer service or sales experience
  • 6 months to 1 year of financial experience
  • Bilingual Spanish Preferred, not a requirement
  • Demonstrated abilities related to sales and achievement of sale goals
  • Proven ability and willingness to identify needs and sell appropriate products.
  • Strong communication sills, both oral and written.