Member Finance & Loans Advisor

Educators Credit Union Inc; Town of Mukwonago (WI); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Educators Credit Union in Mukwonago, WI, is seeking a friendly Member Finance Representative to help members open/close accounts, interview for loans, and educate them to meet financial goals. You will maintain accurate records and work as part of a team in a full-time clerical role.

The position emphasizes strong communication, trust, and the ability to assist diverse members, including bilingual Spanish speakers. Saturdays are required, with standard banking hours.

Qualifications

• Must enjoy working with people, be professional in appearance and disposition, have good communication skills, and be honest.
• Able to apply knowledge to educate and advise members.
• Must be able to work as part of a team.
• Accuracy and ability to operate computers and related office equipment as necessary.
• High School diploma or equivalent.

Responsibilities

• Assists members with opening and closing accounts, answers questions about products and services and resolves problems.
• Interview members, receive loan applications and process new loans.
• Educate and advise members to make educated decisions about their accounts, to ensure our members are meeting their financial goals.
• Maintains records, required reports, and member account information on the computer system.
• Performs other job-related duties as assigned.

Skills

Trust & diplomacy

Customer relations

Communication skills

Teamwork

Bilingual Spanish

Flexibility

Education

High School diploma

Tools

Computer literacy

Job description

Educators Credit Union in Mukwonago, WI, is seeking a friendly Member Finance Representative to help members open/close accounts, interview for loans, and educate them to meet financial goals. You will maintain accurate records and work as part of a team in a full-time clerical role.

The position emphasizes strong communication, trust, and the ability to assist diverse members, including bilingual Spanish speakers. Saturdays are required, with standard banking hours.