Digital Lending & Onboarding Specialist

Capital Credit Union; Kimberly (WI); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Capital Credit Union in Green Bay, WI is seeking a Member Services Specialist who processes online loan and deposit applications, and conducts video or phone onboarding while promoting digital banking options. You will assist with new accounts, answer member questions, cross-sell products, and maintain accurate records, always focusing on member advocacy and delivering enthusiastic, quality service.

This role emphasizes building relationships, professional communication, and the ability to

Qualifications

• Ability to read, write, and comprehend detailed instructions and memos.
• Basic math and data entry skills; high attention to detail.
• Knowledge of banking products and services; on-the-job training provided.

Responsibilities

• Assists members in consumer lending by phone, video, or online applications and closes loans.
• Assists with new accounts by phone, video meetings, or online applications and services.
• Educates members about digital options and products and promotes services.
• Cross-sells products and handles member inquiries to provide accurate information.
• Maintains knowledge of online banking and processes and ensures data accuracy.

Skills

Customer service

Communication

Sales skills

Detail oriented

Education

High school diploma

Tools

Velocity

Microsoft Office

E-Mail systems

Job description

Capital Credit Union in Green Bay, WI is seeking a Member Services Specialist who processes online loan and deposit applications, and conducts video or phone onboarding while promoting digital banking options. You will assist with new accounts, answer member questions, cross-sell products, and maintain accurate records, always focusing on member advocacy and delivering enthusiastic, quality service.

This role emphasizes building relationships, professional communication, and the ability to