Member Service & Financial Solutions Advisor

Talentify; Nichols (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Community First Credit Union is seeking a Member Service Representative in Wisconsin. You will meet with members, uncover financial needs, and offer appropriate deposit and loan solutions. Open and service accounts, handle transfers and statements, and process loan applications with a focus on member satisfaction.

The role emphasizes excellent communication, time management, and the ability to work within policies while promoting a broad range of products to deepen member relationships.

Qualifications

• Associate's degree in banking, finance, business, or a related field.
• Two years of relevant experience; prior lending and financial services preferred.
• Exceptional verbal and written communication skills, strong time management and organizational skills.
• Familiarity with Microsoft Office suite and web-based software packages.

Responsibilities

• Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions.
• Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM.
• Assist members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries.
• Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file.
• Promote and cross-sell credit union products and services to deepen member relationships.

Skills

Customer service

Communication

Time management

Microsoft Office

Education

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

Job description

Community First Credit Union is seeking a Member Service Representative in Wisconsin. You will meet with members, uncover financial needs, and offer appropriate deposit and loan solutions. Open and service accounts, handle transfers and statements, and process loan applications with a focus on member satisfaction.

The role emphasizes excellent communication, time management, and the ability to work within policies while promoting a broad range of products to deepen member relationships.