Member Experience Specialist

Covantage-Credit-Union; Rothschild (WI); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

401k employer match

Annual bonus up to 4%

HSA contribution

Paid time off for community service

Job summary

Covantage-Credit-Union is seeking a Full-Time Member Service Representative for its Rothschild, Wisconsin branch. As the face of the credit union, you will greet members, assist with transactions, and provide personalized financial guidance to meet their needs.

You will handle a variety of tasks from opening accounts to loan applications, ensuring accurate information and friendly service. A team-oriented environment with opportunities to contribute to community outreach is offered.

Qualifications

• High school diploma or equivalent required.
• Minimum 1 year experience in financial services or related capacity or Associate's Degree.
• Strong written and verbal communication skills for daily member contact.
• Demonstrates accuracy, productivity, and member service.
• Punctual with professional appearance and telephone etiquette.
• Proficiency with Microsoft Office and Windows tools.
• Knowledge of the credit union and its services.

Responsibilities

• Assist members in opening accounts and processing transactions.
• Provide warm, personalized service and accurate product information.
• Refer members to appropriate department when needed.
• Assess members' financial needs and educate on suitable products and services.
• Assist with Interactive Teller Machines as needed.
• Collaborate with team to achieve goals and positive work environment.
• Participate in community events to promote financial literacy.

Skills

Customer service

Communication

Attention to detail

Professionalism

Telephone etiquette

Bilingual preferred

Education

High school diploma or equivalent

Associate's Degree

Tools

Microsoft Office

Windows

Job description

Covantage-Credit-Union is seeking a Full-Time Member Service Representative for its Rothschild, Wisconsin branch. As the face of the credit union, you will greet members, assist with transactions, and provide personalized financial guidance to meet their needs.

You will handle a variety of tasks from opening accounts to loan applications, ensuring accurate information and friendly service. A team-oriented environment with opportunities to contribute to community outreach is offered.