Member Service & Financial Solutions Specialist

CoVantage Credit Union; Schofield (WI); On-site; USD 25,000 - 43,000; Full time

Benefits offered by this job

401k employer match up to 200%

Bonus up to 4% of annual salary

HSA contribution

Paid time off for community service

Job summary

CoVantage Credit Union in Weston, WI is seeking a full-time Member Service Representative to greet members, open accounts, process transactions, and guide them to the right products and services. You’ll be the main contact for members and will deliver personalized assistance to help meet their financial goals.

This role offers a varied schedule, including some Saturdays, with opportunities to participate in community outreach while building trust with local residents.

Qualifications

• Requires a high school diploma or equivalent; associate degree considered.
• 1+ years experience in financial services or sales/customer service.
• Strong written and verbal communication skills for professional interactions.
• Punctual, neat appearance, and professional phone etiquette.
• Proficiency with Microsoft Office and Windows software.

Responsibilities

• Assist members with opening new accounts and processing transactions.
• Provide accurate information on financial products and services; refer when needed.
• Educate members on credit union products and guide them to appropriate departments.
• Assess members' financial needs and offer suitable products and solutions.
• Support Interactive Teller Machines and assist members as needed.
• Collaborate with teammates to reach organizational goals.
• Participate in community events to promote financial literacy.

Skills

Communication

Customer service

Bilingual (preferred)

Education

High school diploma or equivalent / Associate's Degree

Tools

Microsoft Office

Windows

Job description

CoVantage Credit Union in Weston, WI is seeking a full-time Member Service Representative to greet members, open accounts, process transactions, and guide them to the right products and services. You’ll be the main contact for members and will deliver personalized assistance to help meet their financial goals.

This role offers a varied schedule, including some Saturdays, with opportunities to participate in community outreach while building trust with local residents.