Member Experience Concierge

Capital Credit Union; Kimberly (WI); In loco; USD 21.000 - 28.000; Tempo pieno

Descrizione del lavoro

Capital Credit Union in Wisconsin seeks a friendly Member Service Representative to greet members, assist with inquiries, and connect them with the right specialists. You will handle routine member requests, explain products and services, and maintain a welcoming environment.

You will process account tasks, support digital banking questions, and help resolve member concerns with a customer‑first approach. On-site role with standard branch hours.

Competenze

• Ability to read, write, and comprehend detailed and sometimes technical information.
• Proficient with basic computer tasks and scheduling software.

Mansioni

• Welcomes members upon arrival and maintains a welcoming lobby.
• Assists members and vendors in person and over the phone; identifies needs and refers to appropriate team members.
• Educates members about credit union products and services to support financial well-being.
• Processes member requests such as account research, stop payments, wire transfers, ACH, and updating contact information.
• Maintains knowledge of products/services and assists with basic digital banking questions.
• Addresses member concerns and escalates when needed to supervisors for follow-up.

Conoscenze

Reading & comprehension

Basic math

Formazione

High school diploma

Descrizione del lavoro

Capital Credit Union in Wisconsin seeks a friendly Member Service Representative to greet members, assist with inquiries, and connect them with the right specialists. You will handle routine member requests, explain products and services, and maintain a welcoming environment.

You will process account tasks, support digital banking questions, and help resolve member concerns with a customer‑first approach. On-site role with standard branch hours.