Member Experience & Financial Solutions Specialist

Default Brand; New London (WI); On-site; USD 21,000 - 30,000; Full time

Job summary

Community First Credit Union is seeking a friendly Member Service Representative for our New London, WI branch. You will engage with members in person to identify financial needs and offer suitable deposit and loan solutions, supporting daily banking activities and cross-selling products.

The role emphasizes in-branch service and adherence to branch policies. The ideal candidate brings two years of financial services experience, strong communication, and a proactive, service-driven mindset to

Qualifications

• Associate's degree in banking, finance, business, or related field.
• Two years of relevant experience; prior lending and financial services preferred.
• Exceptional verbal and written communication skills; strong time management and organizational skills.

Responsibilities

• Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions.
• Open and service deposit accounts (savings, checking, certificates, money markets, HSA, IRA, ACH, ATM).
• Assist members with service needs (wire transfers, payroll deduction, direct deposit, checks, ATM requests, statement queries).
• Assist with questions regarding mortgage loans, commercial loans, credit cards, and other products/services.
• Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file.
• Promote and cross-sell credit union products/services to deepen member relationships.

Skills

Verbal communication

Written communication

Customer service

Time management

Organizational skills

Education

Associate's degree in banking/finance/business

Tools

Microsoft Office

Web-based software

Job description

Community First Credit Union is seeking a friendly Member Service Representative for our New London, WI branch. You will engage with members in person to identify financial needs and offer suitable deposit and loan solutions, supporting daily banking activities and cross-selling products.

The role emphasizes in-branch service and adherence to branch policies. The ideal candidate brings two years of financial services experience, strong communication, and a proactive, service-driven mindset to