Retail Support Representative - Broomfield, CO - Premier Members Credit Union

As The Artisans of Banking, we strive to be B.R.A.V.E. (Build Relationships & Add Value Everyday). We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box. 

When you join our Premier Members team, your benefits will include:

• Comprehensive medical insurance plan that has HRA, HSA, and FSA options
• Dental and vision insurance
• Generous paid-time-off
• 11 paid holidays
• 401(k) plan with a 5% match
• Wellness program
• Tuition assistance
• 1% employee loan discount
• Employee Assistance Program (EAP)
• Life and disability coverage

What sets working for Premier Members apart?

• Career development and pathing opportunities to move into leadership roles or other lines of business within PMCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.
• Supportive and engaging work environment.
• A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.
• A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally.
• Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Premier Members Credit Union, even if you don’t meet every one of our qualifications listed.

This is a full-time position working 40 hours a week, hours Monday-Friday 8:30am - 5:30pm

POSITION SUMMARY:
Responsible for daily duties in the 360 microbranch location and mail services. These duties include helping members with digital and in branch transactions, share openings, and membership maintenance. In addition, as a primary function, this position will be responsible for pick up, sorting, processing and distributing all incoming mail and functions listed below. 

ESSENTIAL FUNCTIONS:
•    Live our mission and corporate philosophy daily:  Build Relationships and Add Value Everyday – B.R.A.V.E. 
•    Build member relationships that deliver value and demonstrate that we care
•    Greet and welcome every member, acknowledge by their name if known
•    Accountable for day-to-day interactions between members, co-workers, managers, and volunteers
•    Assist members in achieving financial goals and objectives by offering PMCU products and services
•    Work with team members, management, departments, and business partners to promote a service culture which provides prompt, accurate and effective member service 
•    Exercise appropriate judgment when seeking guidance, support, and/or direction
•    Knowledgeable of our online and mobile banking to assist members as needed
•    Perform opening and closing procedures 
•    Responsible for sorting all incoming mail and placing in appropriate interoffice envelopes, mailboxes and disposing of junk mail 
•    Processing all payments and deposits received via mail 
•    Review and process returned mail 
•    Update system by placing bad mailing address in system/members record(s).
•    Document all accounts for bad mailing addresses.
•    Examines outgoing mail for appropriate appearance and makes corrections as needed. Ensure appropriate postage is applied. Keep record of registered mail.
•    Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control, in addition to all company policies.
•    Maintain member and Credit Union privacy, security, and confidentiality
•    Responsible and compliant with Regulations, Policies and Procedures 
•    Process a variety of transactions and member service items while providing members with a positive experience every time
•    Responsible for ensuring all PMCU quality control standards are consistently achieved
•    Works independently with minimal supervision
•    Perform other duties as required or assigned

KNOWLEDGE, EDUCATION AND SKILL REQUIREMENTS:
• High school diploma, GED or equivalent with 6 months member service and/or mail experience.
• 6 months member service/financial institution experience preferred, but not required.
• Excellent computer skills.
• Knowledge of regulatory and legal requirements.
• High level of accuracy and attention to detail.
• Basic knowledge of established processes, procedures, polices and risks to the organization.
• Problem solving skills and time management.
• Must have a professional appearance, dress and attitude. 

WORKING CONDITIONS
• Standard office conditions.
• Low to moderate noise.
• Long periods of computer and member interactions.
• Ability to lift 25 pounds in limited situations.

This description has been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. 

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors. 

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

This Job Description is not a complete statement of all duties and responsibilities of this position and may change with or without notice.

Final Compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.

This position is eligible for a monthly incentive plan.

We anticipate this position to close within 30 days of posting. Please submit your application at your earliest convenience to be considered.

You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Premier Members Credit Union, we encourage you to apply!

Thank you for your interest in Premier Members Credit Union.