Member Experience Specialist

Community First Credit Union; Neenah (WI); On-site; USD 34,000 - 42,000; Full time

Job summary

Community First Credit Union in Neenah, WI is seeking a Member Service Representative to build trusted relationships with members. You will listen actively to uncover financial needs and offer appropriate deposit and loan solutions using our products and services.

You’ll work in-branch during lobby hours, handle accounts, assist with transfers, and cross-sell to deepen member relationships while delivering outstanding service.

Qualifications

• Associate's degree in banking, finance, business, or a related field.
• Two years of relevant experience preferred.
• Excellent verbal and written communication skills.

Responsibilities

• Meet members to uncover financial needs and offer solutions.
• Apply policies and procedures of the credit union.
• Open and service deposit accounts (savings, checking, CDs, money markets, HSA, IRA, ACH, ATM); close when needed.
• Assist with wire transfers, payroll deductions/direct deposit, checks, ATM, and statements.
• Resolve member questions about their accounts and products.

Skills

Active listening

Customer service

Communication skills

Cross-selling

Time management

Organizational skills

Education

Associate's degree in banking, finance, business, or related field

Tools

Microsoft Office

Web-based software

Job description

Community First Credit Union in Neenah, WI is seeking a Member Service Representative to build trusted relationships with members. You will listen actively to uncover financial needs and offer appropriate deposit and loan solutions using our products and services.

You’ll work in-branch during lobby hours, handle accounts, assist with transfers, and cross-sell to deepen member relationships while delivering outstanding service.