Member Service Advocate — Grow with a Community Credit Union

CoVantage Credit Union; Shawano (WI); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

401k employer match up to 200%

Annual bonus up to 4% of salary

HSA employer contribution

Paid time off for community service

Job summary

CoVantage Credit Union in Shawano is seeking a Full-Time Member Service Representative to greet members, open accounts, process transactions, and discuss loan options with a friendly, service-driven approach.

You will help members with a range of financial products, provide accurate information, and promote financial literacy through community outreach. The role includes a varied schedule, including Saturdays, and opportunities for growth within the organization.

Qualifications

• Must have high school diploma or equivalent.
• 1+ years' experience in financial institution or service/sales capacity or an Associate's Degree.
• Strong written and verbal communication skills.
• Punctual and maintains a neat, professional appearance; business phone etiquette.
• Proficient with Microsoft Office and Windows.
• Knowledge of credit union services.
• Bilingual fluency preferred, but not required.

Responsibilities

• Assists members in opening accounts, processing transactions, applying for loans, and informing on financial products and services.
• Delivers warm, welcoming, and personalized service to every member.
• Provides information and refers to the appropriate department as needed.
• Assesses members' financial needs and educates on suitable products and services.
• Collaborates with team members to meet organizational goals and foster a positive work environment.
• Participates in community events to promote financial literacy and engage local residents.

Skills

Customer service

Communication skills

Microsoft Office

Punctuality

Phone etiquette

Teamwork

Bilingual (preferred)

Education

High school diploma or equivalent

Associate's Degree

Tools

Microsoft Office

Windows OS

Job description

CoVantage Credit Union in Shawano is seeking a Full-Time Member Service Representative to greet members, open accounts, process transactions, and discuss loan options with a friendly, service-driven approach.

You will help members with a range of financial products, provide accurate information, and promote financial literacy through community outreach. The role includes a varied schedule, including Saturdays, and opportunities for growth within the organization.