Member Experience & Finance Support Specialist

Ultipro; Neenah (WI); On-site; USD 38,000 - 48,000; Full time

Job summary

Community First Credit Union is seeking a Member Contact Service Specialist in Wisconsin. You will engage with members by phone, explain banking products, and resolve issues in a fast-paced environment.

Responsibilities include handling transactions, providing online banking support, and maintaining high service levels while using multiple banking software systems. A strong communicator with call center experience is preferred.

Qualifications

• Excellent verbal communication skills.
• Ability to multi-task, prioritize, stay organized and follow up.
• Experience in financial services or call center environment.
• Familiarity with banking products and services preferred.

Responsibilities

• Provide exceptional service over the phone to members using multiple software systems.
• Maintain service level expectations and high call quality with a high volume of calls.
• Explain features/benefits of banking products; recommend products as appropriate.
• Process transactions such as share withdrawals, fund transfers, pre-authorized credit line advances, wires, check orders, and savings sub-shares.
• Provide account information related to balances, deposits, postings, and statements.
• Process ACH, payroll distributions, and TDs; assist with online banking setup and problem-resolution.

Skills

Customer service

Verbal communication

Call center experience

Multi-tasking

Problem solving

Education

High school diploma or equivalent

Associate's degree in banking or finance

Tools

Banking software

Web-based software

Job description

Community First Credit Union is seeking a Member Contact Service Specialist in Wisconsin. You will engage with members by phone, explain banking products, and resolve issues in a fast-paced environment.

Responsibilities include handling transactions, providing online banking support, and maintaining high service levels while using multiple banking software systems. A strong communicator with call center experience is preferred.