Full-Time Member Services Specialist – Accounts & Loans

CoVantage Credit Union; Schofield (WI); On-site; USD 25,000 - 42,000; Full time

Benefits offered by this job

401k match up to 200%

Annual bonus up to 4%

HSA contribution

Paid time off for community service

Job summary

CoVantage Credit Union in Weston is seeking a full-time Member Service Representative to be the face of the branch, helping members with transactions, opening accounts, applying for loans, and delivering personalized financial guidance.

You will work with a friendly team to provide accurate information on products, educate members about services, and refer to the right specialist when needed, while maintaining a neat, professional appearance.

Qualifications

• High school diploma or equivalent.
• Minimum 1 year experience in financial institution or service/sales role or an Associate's Degree.
• Strong written and verbal communication skills for professional contact with a wide variety of people.
• Above average accuracy, productivity, and member service.
• Punctual, neat appearance and proper business telephone etiquette.

Responsibilities

• Assists members in opening new accounts, processing transactions, applying for loans, and providing information on financial products and services.
• Provides warm, welcoming, and personalized service to every member.
• Educates members on products and services and refers to the appropriate department when needed.
• Understands members' financial needs to offer suitable products and services.
• Educates members with Interactive Teller Machines and collaborates with team to achieve goals.
• Participates in community events to promote financial literacy and engage with local residents.

Skills

Customer service

Communication

Professionalism

Attention to detail

Organization

Education

High school diploma or equivalent

Associate's degree

Tools

Microsoft Office

Windows

Job description

CoVantage Credit Union in Weston is seeking a full-time Member Service Representative to be the face of the branch, helping members with transactions, opening accounts, applying for loans, and delivering personalized financial guidance.

You will work with a friendly team to provide accurate information on products, educate members about services, and refer to the right specialist when needed, while maintaining a neat, professional appearance.