Member Experience & Financial Solutions Advisor

Community First Credit Union; Neenah (WI); In loco; USD 38.000 - 48.000; Tempo pieno

Descrizione del lavoro

Community First Credit Union is seeking a Member Service Representative to engage with members in-branch, listen actively, and uncover financial needs to offer appropriate deposit and loan products. You’ll assist with accounts, transfers, and payments while upholding credit union policies.

The role emphasizes relationship-building, cross-selling, and delivering outstanding service in a busy lobby setting. Prior banking/financial experience is preferred, with a focus on teamwork and helpfulness.

Competenze

• Associate's degree in banking, finance, business, or related field.
• Two years of relevant experience; prior lending and financial services experience preferred.
• Exceptional verbal and written communication skills; strong time management and organizational skills.
• Familiarity with Microsoft Office suite and web-based software packages.
• Passion for providing outstanding service to members; ability to work hard, find solutions and have fun.

Mansioni

• Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions.
• Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM; close accounts when necessary.
• Assist members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries.
• Assist members in the successful resolution of questions or concerns regarding their accounts.
• Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file.
• Customize protection solutions for lending products including payment protection, GAP, and warranty.
• Answer questions about mortgage loans, commercial loans, credit cards, and other products or services.
• Promote and cross-sell based on member needs to increase services per household and deepen member relationships.

Conoscenze

Customer service

Verbal communication

Written communication

Time management

Organizational skills

Microsoft Office

Web-based software

Financial services

Formazione

Associate's degree in banking/finance

Descrizione del lavoro

Community First Credit Union is seeking a Member Service Representative to engage with members in-branch, listen actively, and uncover financial needs to offer appropriate deposit and loan products. You’ll assist with accounts, transfers, and payments while upholding credit union policies.

The role emphasizes relationship-building, cross-selling, and delivering outstanding service in a busy lobby setting. Prior banking/financial experience is preferred, with a focus on teamwork and helpfulness.