Member Banking & Lending Specialist

Capital Credit Union; Shawano (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Capital Credit Union in Shawano, Wisconsin is seeking a Member Service Representative to assist members with transactions, account questions and lending needs. You will promote products and provide accurate processing while delivering a positive member experience.

Responsibilities include handling deposits, withdrawals, transfers, loan payments, and cash handling with compliance to BSA/OFAC policies; strong communication and sales skills are essential.

Qualifications

• Ability to read, write, and comprehend detailed instructions.
• Pass a federal background check and be listed on the SAFÉ Act registry as required.
• Operate office equipment and computer systems with basic proficiency.
• Knowledge of banking products, procedures, and transaction processing.
• Strong communication and sales skills for member interactions.

Responsibilities

• Assist members with transactions in person and by phone.
• Promote Credit Union products and services to members based on needs.
• Maintain accurate records and adhere to BSA/OFAC policies.
• Balance cash drawer and operate cash recycler; assist with branch procedures.
• Assist with opening/closing and other daily branch tasks.

Skills

Customer service

Sales ability

Communication skills

Attention to detail

Education

High School diploma or equivalent

Job description

Capital Credit Union in Shawano, Wisconsin is seeking a Member Service Representative to assist members with transactions, account questions and lending needs. You will promote products and provide accurate processing while delivering a positive member experience.

Responsibilities include handling deposits, withdrawals, transfers, loan payments, and cash handling with compliance to BSA/OFAC policies; strong communication and sales skills are essential.