Financial Services Rep 1

My Community Credit Union; Town of Texas (WI); On-site; USD 32,000 - 48,000; Full time

Job summary

My Community Credit Union is seeking a Financial Services Representative I to help members open, service, and close accounts while guiding loan interviews and documentation collection. You will translate complex banking details into clear, friendly conversations and tailor solutions to each member’s goals.

Ideal candidates bring 6 months to 2 years in sales, lending, or personal banking, plus a high school diploma or GED.

Qualifications

• Six months to two years of sales, lending, or personal banking experience preferred.
• High school diploma, GED, or equivalent.
• Confidence in sharing products and digital services to genuinely improve the member's life.
• Exceptional listening skills ensuring conversations feel personalized and members feel valued.
• Naturally warm, friendly, and welcoming presence; members feel comfortable approaching you with questions.
• Strong attention to detail ensuring applications are complete and documents accurate the first time.

Responsibilities

• Assist members with opening, servicing, and closing accounts; conduct loan interviews and gather documentation.
• Complete loan closings for approved applications.
• Turn complex banking details into clear, friendly conversations and tailor solutions to member goals.
• Engage in cross-sell recommendations and referrals to support branch goals and member satisfaction.

Skills

Sales experience

Lending experience

Personal banking

Listening skills

Attention to detail

Customer service

Education

High school diploma or GED

Job description

Job Description

MCCU is hiring a Financial Services Rep I!

Ideal Candidate:

You'll thrive in this role if you enjoy building relationships, helping members meet their financial goals, and delivering exceptional service in every interaction. You are detail-oriented, confident in communication, and motivated to find the right solutions for each member while supporting branch performance.

What Sets You Apart

• Service: Provides friendly, professional service across in-person, phone, and digital channels.
• Attention: Processes transactions and documentation accurately while following policies and procedures.
• Pride: Takes ownership of member needs and follows through on commitments.
• Value: Identifies and presents products and services that meet member needs.
• Advocate: Supports teamwork, represents MCCU positively, and contributes to a strong branch culture.

What You Bring to the Role

• Six months to two years of sales, lending, or personal banking experience preferred.
• High school diploma, GED, or equivalent
• Confidence in sharing products and digital services, not as sales tasks but as ways to genuinely improve the member's life.
• Exceptional listening skills, ensuring every conversation feels personalized and members feel valued, not rushed.
• A naturally warm, friendly, and welcoming presence, members feel comfortable approaching you with questions or concerns.
• Strong attention to detail, ensuring applications are complete, documents are accurate, and account updates are handled correctly the first time.

A Preview of What Joining Us as a Financial Services Representative Looks Like

A Financial Services Representative is the person members trust to guide them through some of their most important financial decisions. This role assists members with opening, servicing, and closing accounts, conducting loan interviews, gathering documentation, and completing loan closings for approved applications. This role makes banking feel easy by turning complex details into clear, friendly conversations and by offering solutions tailored to their goals. If you enjoy helping people, building relationships, and making a real impact on someone's financial wellbeing, this is a role where your service truly matters.

The Impact Behind This Role

1. Help members move forward by conducting loan interviews, gathering the right information, and guiding members through the process.
2. Bring clarity during important financial moments by helping members feel informed, confident, and supported.
3. Strengthen member relationships by listening deeply and recommending the right products that build trust and keep members engaged and connected to the credit union.
4. Make banking easier by simplifying the member experience and removing unnecessary friction.
5. Protect the member's best interest through thoughtful conversations, careful documentation, and effective guidance and solutions.
6. Support the success of the entire branch through cross-sell recommendations, referrals, and exceptional service that impacts branch goals, member satisfaction, and organizational growth.

Please note: This posting is not intended to serve as a full job description and does not outline all essential duties, responsibilities, or requirements of the role. For complete detailed information about this position, please refer to the linked job description at the bottom of this posting.

MCCU is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disability.

A disabled individual requiring reasonable accommodation shall not be denied the opportunity due to a disability. Applicants requiring accommodations to the application and/or interview process should contact a representative of the Human Resource Department at [phone].

All employment offers with My Community Credit Union are