Member Finance Representative - Mukwonago

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Member Finance Representative - Mukwonago

Full Time Clerical Mukwonago, WI, US

7 days ago Requisition ID: 2369

Do you love building relationships? Like to learn and share your knowledge with someone who needs it? You're the perfect candidate to become a Member Finance Representative (MFR). MFRs use their knowledge to educate members on how to overcome the barriers that are keeping them from their goals.

• Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve.
• 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.
• Assures that appropriate records are maintained, required reports are prepared, and member account information is current on the computer system.
• Performs other job-related duties as assigned.

Required Skills

• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
• Work involves extensive personal contact with others and/or can be of a personal or sensitive nature.
• Work may involve motivating or influencing others.
• Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
• Bilingual in Spanish/English is a plus.
• Mandatory Saturdays.

Required Experience

• 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.
• 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.
• Physical requirements include: standing, sitting, walking, stair climbing (if applicable) using hands and fingers, talking, hearing, visual acuity, reaching including above the shoulder, occasional stooping or crouching, and lifting a maximum of 50 pounds.
  Equipment used includes, but is not limited to: computer, keyboard, mouse, telephone, copiers, printers, fax machine, teller drawers, cash dispense machines, drive through carriers, coin machines, filmers, scanners, card machines, atms, alarm systems, carts for pulling, and step ladders.

LOBBY HOURS: Monday

through Thursday: 9 a.m. to 5 p.m. Friday: 9 a.m. to 6 p.m. Saturday: 9 a.m. to 12 p.m.

Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.