Member Experience Concierge - Banking & Retail

Fox Communities Credit Union; Appleton (WI); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

medical

dental

vision

life

short term and long-term disability

401k (Roth and Traditional)

company contributions including match

paid time off and caregiver leave

Paid Volunteer Time Off

Job summary

Fox Communities Credit Union in Appleton, WI, is seeking a full-time Corporate Concierge to support the Enterprise office and Calumet Street branch, ensuring an outstanding member and visitor experience. The role covers branch and store duties, including transactions, problem resolution, and coordination with departments.

The position requires strong interpersonal skills, MS Office proficiency, and flexibility for rotating Saturdays, with a focus on accuracy, confidentiality, and customer

Qualifications

• Minimum of one-year sales and service experience.
• Financial background is preferred.
• Excellent interpersonal skills to maintain a professional, courteous, and friendly atmosphere for members and co-workers.
• Ability to work independently with little supervision.
• Ability to make sound decisions.
• Proven attention to detail.
• Flexible availability which will include rotating Saturdays.
• Excellent written and verbal communication skills.
• Advanced knowledge of MS office or similar software.
• Bilingual abilities are a plus.

Responsibilities

• Promoting and upholding the Fox Mission, Purpose, Vision, and Values.
• Provide an exceptional experience to members and visitors.
• Confidentially, accurately, and efficiently process basic and advanced member transactions and account maintenance.
• Assist members with problem resolution.
• Direct members to other credit union representatives when appropriate, including virtually connecting members with MRO's/MLO/LPL for new accounts loan, mortgage, and Investment needs.
• Monitor daily activities of the branch for compliance with established policies and guidelines, and resolve any out of compliance issues.
• Open and close the branch.
• Assist other departments in processing transactions including GL, payoffs and charge off transactions.
• Balance cashbox daily while adhering to cash control policies.
• Maintain required daily logs.
• Order cash and balance vault daily.
• Badge and log visitors and vendors that will be entering non-member areas.
• Ensure supplies are maintained in the coffee area and the lounge is tidy.
• Assist visitors by offering a seat and a beverage in the lounge area while they wait.
• Contact Team members to let them know when visitors arrive.
• Maintain the meeting rooms and kitchenette area including the refrigerator.
• Maintain confidentiality of materials handled.
• Prepare outgoing and sort incoming internal mail bags.
• Contact courier when bags are missing, or deliveries/pickups are not as scheduled.
• Order office and Fox supplies and maintain supplies within the branch.
• Notify team members of deliveries (FedEx, UPS).
• Let shoppers into the store and assist with any questions.
• Collect Payment from members and non-team members.
• Straighten up store items as needed.

Skills

Interpersonal skills

Sales and service experience

Strong communication

Independent worker

Decision making

Attention to detail

MS Office proficiency

Bilingual (preferred)

Tools

MS Office

Job description

Fox Communities Credit Union in Appleton, WI, is seeking a full-time Corporate Concierge to support the Enterprise office and Calumet Street branch, ensuring an outstanding member and visitor experience. The role covers branch and store duties, including transactions, problem resolution, and coordination with departments.

The position requires strong interpersonal skills, MS Office proficiency, and flexibility for rotating Saturdays, with a focus on accuracy, confidentiality, and customer