Member Experience & Lending Specialist

Talentify; Waupaca (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

Community First Credit Union is seeking a Member Service Representative to engage members in person, uncover financial needs, and offer tailored deposit and loan solutions within policy guidelines.

The role emphasizes relationship-building, accuracy, and proactive service, including opening accounts, assisting with transfers, and answering questions about a full range of products. A strong emphasis on teamwork and community service is central.

Qualifications

• Associate's degree in banking, finance, business, or a related field.
• Two years of relevant experience; prior lending and financial services experience is 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.

Responsibilities

• 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 resolving questions or concerns regarding their accounts at Community First.
• 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.
• Address member questions about mortgage loans, commercial loans, credit cards, and other products or services.
• Promote and cross-sell all credit union products and services to increase services per household.

Skills

Active listening

Customer service

Verbal communication

Written communication

Time management

Organizational skills

Microsoft Office

Web-based software

Cross-selling

Education

Associate's degree in banking/finance/business

Tools

Microsoft Office

Web-based software

Job description

Community First Credit Union is seeking a Member Service Representative to engage members in person, uncover financial needs, and offer tailored deposit and loan solutions within policy guidelines.

The role emphasizes relationship-building, accuracy, and proactive service, including opening accounts, assisting with transfers, and answering questions about a full range of products. A strong emphasis on teamwork and community service is central.