Member Experience Representative I

Valley Communities Credit Union; Wisconsin; On-site; USD 32,000 - 46,000; Full time

Job summary

Valley Communities Credit Union in Wisconsin is seeking a friendly Member Experience Representative I to ensure a positive member experience across multiple channels.

You will assist members with services, advise on products to meet financial goals, and support operations by handling backend tasks and updating records. With 2–5 years in credit union or banking settings and call center experience preferred, you will build relationships with members and staff while delivering efficient service.

Qualifications

• 2-5 years of experience in a credit union/bank setting.
• Call center experience preferred.
• Ability to build relationships with members and staff.

Responsibilities

• Assist members with a variety of services and advise on products to meet financial goals across multiple channels.
• Provide friendly, confidential service to members and staff, minimizing wait times.
• Support member service operations by handling backend tasks and updating records.
• Promote additional services during member interactions.
• Perform other duties as assigned.

Skills

Member relationship building

Customer service

Job description

Job Description

Building lifelong relationships, one member at a time! Valley Communities Credit Union has been serving members for over 90 years. With our rich history, starting out in 1935, we served the employees of the Mosinee Paper Mill with a tiny office in their punch house. Growing continually over the years, we currently serve over 16,000 members in five different Central Wisconsin communities.

Join our dynamic and forward-thinking credit union as we embark on an exciting journey to launch a brand-new member experience center. (Call Center)

As a Member Experience Representative I, your primary responsibilities are to ensure a positive member experience by:

• Assist members with a wide variety of services and advise as to how best utilize company products and services in order to meet personal financial goals and provide the highest quality member service through multi communication channels including but not limited to inbound and outbound opportunities.
• Provides friendly, professional, confidential and effective assistance to members and company associates assuring a positive experience and minimizing wait time.
  
• Responsible for supporting member service operations by handling administrative and non-phone tasks such as, but not limited to, processing service requests, updating member records, resolving escalations, and coordinating with internal departments to ensure accurate and timely completion of backend processes.
• Assist with wide variety of member services. Use every member contact as an opportunity to advise members about additional services or programs that might benefit them.
  
• Performs other duties as assigned.

We are seeking a candidate with 2-5 years of experience in a credit union/bank setting. Call center experience preferred. We are seeking a candidate with strong operational experience in a credit union/bank setting. The ideal candidate will have the ability to build relationships and rapport with members and staff.
Consistent with our rich history, we will continue to identify and place talented people into roles that best fit their background and areas of strength. Valley Communities Credit Union is an Equal Employment Opportunity.